OverviewSuggest Edit

The Charles Schwab Corporation (CSC) is a savings and loan holding company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates in 2 segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services to individual investors, and retirement plan services as well as other corporate brokerage services to businesses and their employees. The Advisor Services segment provides custodial, trading, banking, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers.

HQSan Francisco, CA, US
Employee Ratings3.9
Overall CultureC-

Latest Updates

Employees (est.) (Dec 2019)19,700(+2%)
Job Openings735
Revenue (FY, 2020)$11.7 B
Share Price (Jun 2021)$73.9(+2%)
Cybersecurity ratingBMore

Key People/Management at Charles Schwab

Walter W. Bettinger

Walter W. Bettinger

President, CEO, and Director
Steve Anderson

Steve Anderson

Executive Vice President
Catherine Casey

Catherine Casey

Executive Vice President, Human Resources
Jason Clague

Jason Clague

Executive Vice President, Operational Services
Bernard J. Clark

Bernard J. Clark

Executive Vice President and Head of Schwab Advisor Services
Jonathan M. Craig

Jonathan M. Craig

Senior Executive Vice President, Investor Services and Marketing
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Charles Schwab Office Locations

Charles Schwab has offices in San Francisco, El Paso, Lone Tree, Orlando and in 4 other locations
San Francisco, CA, US (HQ)
211 Main St, San Francisco
El Paso, TX, US
1945 Northwestern Dr
Lone Tree, CO, US
9899 Schwab Way
Orlando, FL, US
1958 Summit Park Dr #200Orlando
Phoenix, AZ, US
2423 E Lincoln Dr
Hong Kong, HK
Rooms 602-606, Gloucester Tower, The Landmark, 15 Queen’s Road Central, Central
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Charles Schwab Financials and Metrics

Charles Schwab Revenue

Charles Schwab's revenue was reported to be $11.69 b in FY, 2020

Revenue (Q1, 2021)


Net income (Q1, 2021)


Market capitalization (11-Jun-2021)


Closing stock price (11-Jun-2021)


Cash (31-Mar-2021)



Charles Schwab's current market capitalization is $139.4 b.
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1.1 x


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Financial Leverage

13.1 x
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Charles Schwab Operating Metrics

Charles Schwab's Assets Under Management was reported to be $37b in Jul, 2019.
FY, 2014Q1, 2015Q2, 2015Q3, 2015FY, 2015Q1, 2016Q3, 2016FY, 2016Q1, 2017Nov, 2017Jul, 2019

Active Accounts

9.4 m9.8 m10.2 m10.6 m

Assets Under Management

$37 b

Average Trades per U.S. Trading Day


Client Assets

$2.46 t$2.51 t$2.78 t
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Charles Schwab Acquisitions / Subsidiaries

Company NameDateDeal Size
USAA-IMCOMay 26, 2020$1.6 b
MotifMay 08, 2020
TD AmeritradeNovember 25, 2019$26 b
ThomasPartners Investment ManagementOctober 16, 2012
Compliance 11November 16, 2011
OptionsXpressMarch 20, 2011$1 b
Windhaven Investment Management IncNovember 30, 2010
CyberTraderDecember 10, 2007
The 401(k) CompanyApril 02, 2007$115 m
SoundView Technology Group IncNovember 19, 2003
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Charles Schwab Revenue Breakdown

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Charles Schwab revenue breakdown by business segment: 28.9% from Advisor Services and 71.1% from Investor Services

Human Capital Metrics

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Charles Schwab Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

Charles Schwab Environment, Social & Governance (ESG) Ratings

CSRHub ESG ratingPremium dataset


out of 100

CSRHub logo

Charles Schwab Online and Social Media Presence

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Charles Schwab Company Culture

  • Overall Culture



  • CEO Rating



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Charles Schwab News and Updates

Here's the pitch deck for a wealth-tech startup challenging custodians Fidelity and Charles Schwab that just nabbed $50 million from Insight and Venrock

Summary List PlacementJason Wenk started his career at Morgan Stanley in investment research over 20 years ago. Now, he's running a company that is hoping to broaden access to financial advice for less-wealthy individuals.  The startup just raised $50 million in Series B funding led by Insight Par…

Thinking about trading options or stock in Nio, Seagate Technology, American Airlines, Charles Schwab, or Moderna?

NEW YORK, May 17, 2021 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for NIO, STX, AAL, SCHW, and MRNA. Click a link below then choose between in-depth options trade idea report or a stock score report. Options Report – Ideal trade ideas on up to seven different...

At $72, Is Charles Schwab Stock Still Attractive?

Having gained around 150% since the March 23 lows of last year, at the current price near $72 per share, we believe Charles Schwab’s stock is trading above its near-term potential. Charles Schwab, the largest brokerage firm in the U.S., has seen its stock increase from $29 to $72 off the March 2020.

Charles Schwab sold off more than 1 million shares of namesake brokerage in the past week

Charles Schwab Corp. disclosed Thursday that Chairman Charles R. Schwab sold 100,000 shares of his namesake brokerage and wealth management company the previous day, and has now sold 410,000 shares this week. In filings with the Securities and Exchange Commission, Charles Schwab said Schwab sold 10…

Charles Schwab is creating work 'families' to help its 400 remote interns make the most of their experience this summer (SCHW)

Summary List PlacementBrokerage giant Charles Schwab, which holds some $7 trillion in client assets, will host its internship program virtually again this summer, a spokesperson for the firm told Insider. The nine-week Schwab Intern Academy program, which begins in mid-June, will have around 400 p…

Charles Schwab leaves U.S. Chamber of Commerce as both change their political activities

Charles Schwab said its move had nothing to do with the Chamber of Commerce's recent political actions.
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Charles Schwab Blogs

Putting Inflation in Perspective

Putting Inflation in Perspective Elisa.SanchezNunez Wed, 06/16/2021 - 18:20 Body Liz Ann Sonders, Schwab’s chief investment strategist, joins Mike to explore what’s driving the current burst of inflation and share her insights on the future inflation picture and what it mea…

An Introduction to Pattern Day Trader Rules

An Introduction to Pattern Day Trader Rules Elisa.SanchezNunez Wed, 06/16/2021 - 14:18 Body If you’re a frequent active trader, you could face permanent restrictions if you fall afoul of pattern day trader rule. Button Read More …

Fed Still Hasn’t Found What it’s Looking For

Fed Still Hasn’t Found What it’s Looking For Elisa.SanchezNunez Wed, 06/16/2021 - 13:44 Body The Fed kept rates unchanged, but updated median projections from the FOMC show two rate hikes likely by the end of 2023. Button Read Mor…

Family Transfer

Family Transfer stephanie.huang Wed, 06/16/2021 - 00:37 Body Marital and Family/Credit Shelter Trusts (A & B) Qualified Terminable Interest Property (QTIP) Trusts Generation-Skipping Trusts (GST) Qualified Domestic Trusts (QDOT) Testamentary Trusts (trusts created by y…

More Ways to Pay

More Ways to Pay stephanie.huang Wed, 06/16/2021 - 00:01 Body You're in control with more ways to pay. You can choose to: Pay your bill in full Use the Pay Over Time feature to carry a balance with interest Use Plan ItÇ‚ to select large purchases and split them into monthl…

Uber Rides with Platinumâ„¢

Uber Rides with Platinumâ„¢ stephanie.huang Tue, 06/15/2021 - 23:59 Body With your Platinum Card from American Express Exclusively for Charles Schwab, you'll receive $15 in Uber Cash for rides or eats orders in the US every month plus a bonus $20 in December*, delivered throug…
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Charles Schwab Frequently Asked Questions

  • When was Charles Schwab founded?

    Charles Schwab was founded in 1986.

  • Who are Charles Schwab key executives?

    Charles Schwab's key executives are Walter W. Bettinger, Steve Anderson and Catherine Casey.

  • How many employees does Charles Schwab have?

    Charles Schwab has 19,700 employees.

  • What is Charles Schwab revenue?

    Latest Charles Schwab annual revenue is $11.7 b.

  • What is Charles Schwab revenue per employee?

    Latest Charles Schwab revenue per employee is $593.5 k.

  • Who are Charles Schwab competitors?

    Competitors of Charles Schwab include Legg Mason, Robinhood and Lazard.

  • Where is Charles Schwab headquarters?

    Charles Schwab headquarters is located at 211 Main St, San Francisco, San Francisco.

  • Where are Charles Schwab offices?

    Charles Schwab has offices in San Francisco, El Paso, Lone Tree, Orlando and in 4 other locations.

  • How many offices does Charles Schwab have?

    Charles Schwab has 8 offices.