The Charles Schwab Corp - Company Profile
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The Charles Schwab Corp (Charles Schwab) is a savings and loan holding company that offers financial services, primarily investment solutions. It provides brokerage accounts, mutual funds, exchange-traded funds, advice solutions, banking, and trust services. The company offers brokerage accounts with features such as fixed income, options, and equity trading; margin lending; and cash management services including acceptance of third-party certificates of deposit. As part of mutual funds, it offers proprietary, non-transaction fees, and third-party mutual funds; trading; and clearing services. It provides commission-free proprietary and third-party ETFs. It offers customized advice for portfolio management, specialized planning, and separately managed accounts. As part of banking, it offers savings and checking accounts, mortgages, pledged asset lines, and home equity lines of credit. It also offers trust services including custody, reporting, and administration. The company has operations in the US, Singapore, the UK, and Hong Kong. Charles Schwab is headquartered in Westlake, Texas, the US.
The Charles Schwab Corp premium industry data and analytics
Products and Services
Products | Services |
---|---|
Accounts: | Custody |
Checking | Advisory |
Brokerage | Cash Management |
XYZ | XYZ |
XYZ | XYZ |
XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
Year | Event | Description |
---|---|---|
2024 | Plans/Strategy | In January, the company announced its plans to construct office space throughout one of its four buildings at its headquarters campus in Westlake, Texas, the US. |
2023 | New Products/Services | In September, the company introduced a digital Inheritance Center. |
2023 | Contracts/Agreements | In May, the company entered into an amended insured deposit account agreement with TD Bank Group to reflect the current market and interest rate environment. |
Competitor Comparison
Key Parameters | The Charles Schwab Corp | First American Financial Corp | Axos Financial Inc | Provident Financial Holdings, Inc. | Broadway Financial Corp |
---|---|---|---|---|---|
Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
City | Westlake | Santa Ana | Las Vegas | Riverside | Los Angeles |
State/Province | Texas | California | Nevada | California | California |
No. of Employees | 33,000 | 19,210 | 1,455 | 161 | 83 |
Entity Type | Public | Public | Public | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
Name | Position | Board | Since | Age |
---|---|---|---|---|
Walter W. Bettinger II | Chief Executive Officer; Co Chairman | Executive Board | 2022 | 62 |
Charles R. Schwab | Co-Chairman | Executive Board | 2022 | 85 |
Peter B. Crawford | Managing Director; Executive Vice President; Chief Financial Officer | Senior Management | 2022 | 54 |
Joseph R. Martinetto | Managing Director; Chief Operating Officer | Senior Management | 2022 | 60 |
Dennis Howard | Chief Information Officer; Managing Director | Senior Management | - | - |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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