Charles Schwab SCHW · USD
Financials · Capital Markets · US listing · 🇺🇸 United States
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About Charles Schwab
From its filings with the US Securities and Exchange Commission
Charles Schwab is based in Westlake, Texas and is incorporated in Delaware. Its shares trade on NYSE under the ticker SCHW. It is a member of the S&P 500. The SEC classifies its business as security brokers, dealers & flotation companies. In the fiscal year to 31 December 2025, it reported revenue of $23.92bn and net income of $8.85bn. At that date it held total assets of $491.00bn and shareholders' equity of $49.42bn.
The Charles Schwab Corporation (CSC) is a savings and loan holding company. CSC engages, through its subsidiaries (collectively referred to as Schwab or the Company), in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. At December 31, 2025, Schwab had $11.90 trillion in client assets, 38.5 million active brokerage accounts, 5.7 million workplace plan participant accounts, and 2.2 million banking accounts.
Schwab provides financial services to individuals and institutional clients through two segments – Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. These services are further described in the segment discussion below.
Quoted from its 10-K, filed 25 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 5 Mar 2010
- Employees
- 33,000
- Website
- aboutschwab.com ↗
- Head office
- 3000 SCHWAB WAY, WESTLAKE, TX, 76262
- Incorporated in
- DE
- Classification
- Security Brokers, Dealers & Flotation Companies
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Mr. Walter BettingerCo-Chairman of the Board, since 2004$26.4m
- Mr. Charles SchwabCo-Chairman of the Board, since 1986$8.6m
- Mr. Richard WursterPresident, Chief Executive Officer, Director, since 2021$12.5m
- Mr. Michael VerdeschiChief Financial Officer, Managing Director$6.6m
- Mr. Nigel MurtaghChief Risk Officer, Managing Director
- Mr. Peter MorganGeneral Counsel, Managing Director, Corporate Secretary
- Mr. Jonathan CraigManaging Director, Head - Investor Services and Marketing$5.9m
- Mr. Jonathan BeattyManaging Director and Head of Investor Services
- Mr. Paul WoolwayManaging Director and Chief Banking Officer
- Ms. Carolyn Schwab-PomerantzDirector$335,035
- Mr. John AdamsIndependent Director$400,035
- Ms. Marianne BrownIndependent Director$400,035
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 46
- Environment
- 17
- Social
- 67
- Governance
- 54
- Direct emissions (scope 1)
- 8,409 t
- Energy emissions (scope 2)
- 90,599 t
- Women in the workforce
- 37%
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Charles Schwab Corp has several strengths that contribute to its success in the financial industry. - Strong brand recognition and reputation in the market. - Extensive range of investment products and services offered to customers. - Advanced trading technology and user-friendly online platforms. - Good customer service and personalized support for clients. - Robust financial position and strong financial performance.
Weaknesses
- Despite its successes, Charles Schwab Corp also faces a few weaknesses that may hinder its growth potential. - Dependency on the overall performance of the financial markets. - Limited international presence compared to some competitors. - Relatively higher fees for certain services compared to low-cost brokerage firms. - Potential vulnerability to cybersecurity threats given its online platforms and digital operations.
Opportunities
- Charles Schwab Corp has several opportunities to explore for business expansion and growth. - Increasing demand for digital and online investment platforms. - Potential expansion into new markets, both domestically and internationally. - Collaborations and strategic partnerships to enhance product offerings. - Growing interest in sustainable and socially responsible investing. - Potential for innovative fintech solutions and technological advancements in the financial industry.
Threats
- Charles Schwab Corp faces certain threats that could impact its market position and profitability. - Intense competition from established financial firms and emerging fintech companies. - Regulatory changes and compliance requirements affecting the financial industry. - Economic downturns and fluctuations in the financial markets. - Changing investor preferences and market trends. - Potential impact of geopolitical events and global economic uncertainties.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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