The Charles Schwab Corporation (SCHW)
NYSE: SCHW · Real-Time Price · USD
96.50
+1.35 (1.42%)
At close: Jul 24, 2025, 4:00 PM
97.86
+1.36 (1.41%)
After-hours: Jul 24, 2025, 7:59 PM EDT

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 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
The Charles Schwab Corporation logo
CountryUnited States
Founded1971
IPO DateSep 22, 1987
IndustryCapital Markets
SectorFinancials
Employees32,100
CEORichard Wurster

Contact Details

Address:
3000 Schwab Way
Westlake, Texas 76262
United States
Phone817 859 5000
Websiteschwab.com

Stock Details

Ticker SymbolSCHW
ExchangeNYSE
Stock TypeCommon Stock
Fiscal YearJanuary - December
Reporting CurrencyUSD
CIK Code0000316709
CUSIP Number808513105
ISIN NumberUS8085131055
Employer ID94-3025021
SIC Code6211

Key Executives

NamePosition
Richard Andrew Wurster C.F.A., CFA, CMTChief Executive Officer, President and Director
Charles Robert SchwabFounder and Co-Chairman
Michael VerdeschiMD and Chief Financial Officer
Jonathan M. CraigMD and Head of Retail Investing
Tim HeierMD and Chief Technology Officer
Dennis Willard HowardManaging Director and Chief Information Officer
Adele TaylorMD and Chief Administrative Officer
Jeff EdwardsMD and Head of Investor Relations
Peter J. Morgan IIIMD, General Counsel and Corporate Secretary
Stacy HammondMD and Chief Marketing Officer

Latest SEC Filings

DateTypeTitle
Jul 18, 20258-KCurrent Report
Jul 3, 2025144Filing
Jun 18, 2025144Filing
Jun 18, 2025144Filing
Jun 10, 202511-KAnnual report of employee stock purchase, savings and similar plans
Jun 2, 20258-KCurrent Report
May 30, 2025144Filing
May 28, 2025144Filing
May 27, 2025144Filing
May 23, 20258-KCurrent Report