The Charles Schwab Corporation (LON: 0L3I)
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74.26
+0.03 (0.04%)
Dec 23, 2024, 6:40 PM BST

The Charles Schwab Corporation Company Description

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.

The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services.

It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content.

The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

The Charles Schwab Corporation
Country United States
Founded 1971
Industry Financial - Diversified
Sector Financials
Employees 33,000
CEO Walter Bettinger

Contact Details

Address:
3000 Schwab Way
Westlake, Delaware 76262
United States
Phone 817 859 5000
Website schwab.com

Stock Details

Ticker Symbol 0L3I
Exchange London Stock Exchange
Fiscal Year January - December
Reporting Currency USD
ISIN Number US8085131055
SIC Code 6282

Key Executives

Name Position
Walter William Bettinger II Chief Executive Officer and Co-Chairman
Charles Robert Schwab Founder and Co-Chairman
Richard Andrew Wurster C.F.A., CFA, CMT President
Tim Heier MD and Chief Technology Officer
Adele Taylor MD and Chief Administrative Officer
Jeff Edwards MD and Head of Investor Relations
Peter J. Morgan III MD, General Counsel and Corporate Secretary
Joe Carberry MD and Head of Corporate Relations and Institutional Marketing
Stacy Hammond MD and Chief Marketing Officer
Catherine Casey MD and Head of Human Resources