Charles Schwab Corp

More Details of Charles Schwab Corp Company

Company Info

Company codeSCHW

Company nameCharles Schwab Corp

IPO dateSep 22, 1987

Founded at1986

CEOMr. Richard A. (Rick) Wurster

Number of employees32100

Security typeOrdinary Share

Fiscal year-endSep 22

Address3000 Schwab Way

CityWESTLAKE

Stock exchangeNYSE Consolidated

CountryUnited States of America

Postal code76262

Phone18178595000

Websitehttps://www.schwab.com/

Company codeSCHW

IPO dateSep 22, 1987

Founded at1986

Company Executives

Name

Name/Position

Position

Shareholding

Change

Ms. Carolyn (Carrie) Schwab-Pomerantz

Director

2.32M

+0.08%

Mr. Todd M. Ricketts

Independent Director

537.13K

+0.34%

Mr. Christopher V. (Chris) Dodds

Independent Director

469.99K

+2.02%

Mr. Jonathan M. Craig

Managing Director, Head - Investor Services & Marketing

139.53K

+62.61%

Mr. Stephen A. Ellis

Independent Director

125.13K

+1.47%

Ms. Paula A. Sneed

Independent Director

114.20K

+1.61%

Mr. Michael Verdeschi

Chief Financial Officer, Managing Director

59.84K

--

Mr. Jon Beatty

Head of Advisor Services

45.26K

+19.86%

Mr. Arun Sarin

Independent Director

36.57K

+30.50%

Ms. Marianne Catherine Brown

Independent Director

9.48K

+23.56%

Name

Name/Position

Position

Shareholding

Change

Ms. Carolyn (Carrie) Schwab-Pomerantz

Director

2.32M

+0.08%

Mr. Todd M. Ricketts

Independent Director

537.13K

+0.34%

Mr. Christopher V. (Chris) Dodds

Independent Director

469.99K

+2.02%

Mr. Jonathan M. Craig

Managing Director, Head - Investor Services & Marketing

139.53K

+62.61%

Mr. Stephen A. Ellis

Independent Director

125.13K

+1.47%

Ms. Paula A. Sneed

Independent Director

114.20K

+1.61%

Revenue Breakdown

Currency: USDUpdate time: Wed, Mar 5

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2022Q1

FY2021

FY2020

FY2019

FY2018

By BusinessUSD

Name

Revenue

Proportion

Net interest revenue

9.14B

46.63%

Mutual funds and ETF service fees

3.22B

16.42%

Advice solutions

2.12B

10.85%

Commissions

1.59B

8.11%

Order flow revenue

1.47B

7.53%

Other

2.04B

10.42%

No Data

By Business

By Region

By BusinessUSD

Name

Revenue

Proportion

Net interest revenue

9.14B

46.63%

Mutual funds and ETF service fees

3.22B

16.42%

Advice solutions

2.12B

10.85%

Commissions

1.59B

8.11%

Order flow revenue

1.47B

7.53%

Other

2.04B

10.42%

Shareholder

Update time: Fri, Feb 21

Shareholder Statistics

Type

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

7.25%

Schwab (Charles R Jr.)

6.02%

Dodge & Cox

5.07%

T. Rowe Price Associates, Inc.

4.01%

BlackRock Institutional Trust Company, N.A.

3.86%

Other

73.77%

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

7.25%

Schwab (Charles R Jr.)

6.02%

Dodge & Cox

5.07%

T. Rowe Price Associates, Inc.

4.01%

BlackRock Institutional Trust Company, N.A.

3.86%

Other

73.77%

Type

Shareholder

Proportion

Investment Advisor/Hedge Fund

37.71%

Investment Advisor

28.89%

Individual Investor

6.29%

Hedge Fund

2.69%

Pension Fund

1.94%

Research Firm

1.93%

Bank and Trust

1.58%

Sovereign Wealth Fund

1.06%

Foundation

0.32%

Other

17.54%

Institutional Shareholding

Update time: Sun, Jan 19

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q1

3262

1.45B

81.82%

-211.56M

2024Q4

3406

1.64B

93.02%

-40.85M

2024Q3

3279

1.62B

91.23%

+19.61M

2024Q2

3269

1.63B

92.18%

-57.12M

2024Q1

3269

1.63B

91.92%

-70.64M

2023Q4

3209

1.63B

92.51%

-20.46M

2023Q3

3083

1.60B

90.80%

-72.94M

2023Q2

3039

1.60B

90.66%

-72.41M

2023Q1

2914

1.61B

91.37%

-110.04M

2022Q4

2753

1.70B

93.65%

-57.38M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

The Vanguard Group, Inc.

127.88M

7.25%

+1.17M

+0.92%

Dec 31, 2024

Schwab (Charles R Jr.)

106.11M

5.96%

+62.34K

+0.05%

Oct 16, 2024

Dodge & Cox

89.36M

5.07%

-218.31K

-0.24%

Dec 31, 2024

T. Rowe Price Associates, Inc.

70.71M

4.01%

-14.75M

-17.26%

Dec 31, 2024

BlackRock Institutional Trust Company, N.A.

68.15M

3.86%

+1.29M

+1.93%

Dec 31, 2024

State Street Global Advisors (US)

63.44M

3.59%

+1.36M

+2.19%

Dec 31, 2024

JP Morgan Asset Management

34.02M

1.93%

+374.55K

+1.11%

Dec 31, 2024

Geode Capital Management, L.L.C.

30.90M

1.75%

+760.04K

+2.52%

Dec 31, 2024

Harris Associates L.P.

27.68M

1.57%

-538.43K

-1.90%

Dec 31, 2024

Fisher Investments

20.45M

1.16%

+265.70K

+1.31%

Dec 31, 2024

Related ETFs

Update time: 13 hours ago

Name

Proportion

Future Fund Active ETF

10.61%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

6.68%

iShares FinTech Active ETF

5.96%

God Bless America ETF

5.33%

The Nightview Fund

3.69%

Texas Capital Texas Equity Index ETF

3.23%

Inspire Tactical Balanced ETF

3.12%

Brookstone Value Stock ETF

3.07%

Gabelli Financial Services Opportunities ETF

2.68%

Putnam Focused Large Cap Value ETF

2.44%

Future Fund Active ETF

Proportion10.61%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

Proportion6.68%

iShares FinTech Active ETF

Proportion5.96%

God Bless America ETF

Proportion5.33%

The Nightview Fund

Proportion3.69%

Texas Capital Texas Equity Index ETF

Proportion3.23%

Inspire Tactical Balanced ETF

Proportion3.12%

Brookstone Value Stock ETF

Proportion3.07%

Gabelli Financial Services Opportunities ETF

Proportion2.68%

Putnam Focused Large Cap Value ETF

Proportion2.44%

Dividend

A total of 9.76B USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Jan 29, 2025

SCHW.NB Interim Cash Dividend of gross USD 0.27 paid on Feb 28, 2025 going ex on Feb 14, 2025

Feb 14, 2025

Feb 28, 2025

Feb 14, 2025

Oct 23, 2024

SCHW.NB Final Cash Dividend of gross USD 0.25 paid on Nov 22, 2024 going ex on Nov 08, 2024

Nov 08, 2024

Nov 22, 2024

Nov 08, 2024

Jul 24, 2024

SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on Aug 23, 2024 going ex on Aug 09, 2024

Aug 09, 2024

Aug 23, 2024

Aug 09, 2024

Apr 24, 2024

SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on May 24, 2024 going ex on May 09, 2024

May 10, 2024

May 24, 2024

May 09, 2024

Jan 24, 2024

SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on Feb 23, 2024 going ex on Feb 08, 2024

Feb 09, 2024

Feb 23, 2024

Feb 08, 2024

Oct 19, 2023

SCHW.NB Final Cash Dividend of gross USD 0.25 paid on Nov 24, 2023 going ex on Nov 09, 2023

Nov 10, 2023

Nov 24, 2023

Nov 09, 2023

Jul 27, 2023

SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on Aug 25, 2023 going ex on Aug 10, 2023

Aug 11, 2023

Aug 25, 2023

Aug 10, 2023

Apr 26, 2023

SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on May 26, 2023 going ex on May 11, 2023

May 12, 2023

May 26, 2023

May 11, 2023

Jan 26, 2023

SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on Feb 24, 2023 going ex on Feb 09, 2023

Feb 10, 2023

Feb 24, 2023

Feb 09, 2023

Oct 26, 2022

SCHW.NB Final Cash Dividend of gross USD 0.22 paid on Nov 25, 2022 going ex on Nov 09, 2022

Nov 11, 2022

Nov 25, 2022

Nov 09, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

76.740USD

Charles Schwab Corp

76.740

Overview

Company