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The Charles Schwab Corporation (SCHW) stock profile

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and corporate brokerage services; equity compensation plan recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, futures, and forex trading; cash management capabilities including third-party certificates of deposit; third-party and proprietary mutual funds; mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services including trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Key facts

SymbolSCHW
ExchangeNYSE
SectorFinancial Services
IndustryFinancial - Capital Markets
CEORichard Andrew Wurster
Employees32100
HeadquartersWestlake, TX, US
IPO1987-09-22
Websitewww.schwab.com

Explore SCHW on Vantafin

  • The Charles Schwab Corporation Overview
  • The Charles Schwab Corporation Financials
  • The Charles Schwab Corporation News
  • The Charles Schwab Corporation Events
  • The Charles Schwab Corporation SEC filings
  • The Charles Schwab Corporation Insider transactions
  • The Charles Schwab Corporation Transcripts

Frequently asked questions

What does The Charles Schwab Corporation (SCHW) do?
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and corporate brokerage services; equity compensation plan recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, futures, and forex trading; cash management capabilities including third-party certificates of deposit; third-party and proprietary mutual funds; mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services including trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Where is SCHW stock listed?
The Charles Schwab Corporation trades under the ticker SCHW on NYSE.
How can I research SCHW's financials and filings?
Vantafin provides The Charles Schwab Corporation's income statement, balance sheet and cash-flow data, SEC filings, earnings-call transcripts, and insider & institutional ownership on the SCHW profile.