Charles Schwab Corporation Company Profile and Market Data

Charles Schwab Corporation is a leading financial services company founded in 1971 by Charles R. Schwab. It's headquartered in San Francisco, California.

The company offers a range of financial products and services to both individual and institutional clients. These include brokerage services, investment advice, retirement accounts, and more.

Charles Schwab Corporation is listed on the New York Stock Exchange under the ticker symbol SCHW. The company has a market capitalization of over $100 billion, making it one of the largest financial services companies in the world.

The Charles Schwab Corporation's stock performance is a key aspect to consider for any investor. The company's trailing total returns as of 10/8/2025, which may include dividends or other distributions, are a good indicator of its performance.

The benchmark for evaluating Schwab's performance is the S&P 500 (^GSPC), a widely recognized and followed stock market index.

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Charles Schwab Corporation's financials are a reflection of its strong performance in recent quarters. The company has reported a total cash of $82.11 billion as of its most recent quarter.

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Net revenue increased 10% from the previous quarter and 20% from the previous year, with growth across all revenue lines. This growth has contributed to the company's net income to common shareholders of $1.7 billion, or $0.94 per diluted share.

Charles Schwab's profitability is also impressive, with a profit margin of 33.68%. This is a testament to the company's ability to manage its costs and maintain a strong revenue stream.

The company's return on assets (ROA) and return on equity (ROE) are also noteworthy. As of the most recent quarter, ROA is 1.60% and ROE is 15.60%. This indicates that the company is generating a significant amount of profit from its assets and equity.

Here's a comparison of Charles Schwab's return metrics with its peers:

Overall, Charles Schwab Corporation's financials demonstrate its strong performance and potential for continued growth.

The Charles Schwab Corporation has a market capitalization of $168.27 billion, which is a significant indicator of its size and value.

Its trailing P/E ratio is 24.92, which suggests that investors are willing to pay a premium for the company's shares. This is a relatively high ratio compared to some other companies in the industry.

The forward P/E ratio, on the other hand, is 17.27, which indicates a more reasonable valuation multiple for future earnings.

Here are some key valuation metrics for the Charles Schwab Corporation, including its peers:

These metrics provide a useful snapshot of the company's valuation and growth prospects, and can be used to compare it to its peers in the industry.

The Charles Schwab Corporation has a strong leadership team in place, with a clear chain of command. Richard Andrew Wurster C.F.A., CFA, CMT serves as the Chief Executive Officer, President and Director.

The company's founder and Co-Chairman is Charles Robert Schwab, who has played a significant role in shaping the company's vision and mission. Michael Verdeschi is the MD and Chief Financial Officer, responsible for overseeing the company's financial operations.

Here is a list of the company's key executives:

The company's history is a testament to its growth and success. In 2025, the company made significant moves, including acquiring a minority stake in Wealth.com in April.

This acquisition marked a strategic partnership that would help the company expand its offerings. The company also launched the Schwab Alternative Investments Select in April 2025, an alternative investments platform that serves clients with over $5 million in household assets.

The platform's launch was a major milestone for the company, demonstrating its commitment to innovation and client satisfaction. In January 2025, the company was named the No. 1 Overall Broker by StockBrokers.com, a prestigious corporate award.

This recognition is a testament to the company's leadership and dedication to excellence.

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The management team at this company is made up of experienced and skilled professionals. Richard Andrew Wurster C.F.A., CFA, CMT serves as the Chief Executive Officer, President and Director.

Charles Robert Schwab is the Founder and Co-Chairman, having played a key role in the company's establishment. Michael Verdeschi is the MD and Chief Financial Officer, overseeing the company's financial operations.

Jonathan M. Craig is the MD and Head of Retail Investing, responsible for the company's retail investment strategies. Tim Heier is the MD and Chief Technology Officer, leading the company's technology initiatives.

Dennis Willard Howard is the Managing Director and Chief Information Officer, overseeing the company's information technology. Jeff Edwards is the MD and Head of Investor Relations, handling investor communications.

Peter J. Morgan III is the MD, General Counsel and Corporate Secretary, responsible for the company's legal and governance matters. Stacy Hammond is the MD and Chief Marketing Officer, leading the company's marketing efforts.

Shannon Jurecka is the MD and Chief Human Resources Officer, overseeing the company's human resources functions.

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Charles R. Schwab held the position of CEO for 37 years, from 1971 to 1998 and then again from 2004 to 2008.

Charles R. Schwab and David S. Pottruck served as co-CEOs from 1998 to 2003, marking a unique period in the company's history.

David S. Pottruck took over as CEO in 2003, serving for one year until 2004.

Walter W. Bettinger II has been the CEO since 2008, a position he still holds as of 2024.

Here is a list of the company's former CEOs:

Charles Schwab Corporation has a strong commitment to regulatory compliance, with a dedicated team focused on ensuring adherence to all relevant laws and regulations.

The company has a robust compliance program in place, which includes regular training and monitoring of employees to prevent any potential issues.

Charles Schwab Corporation is a member of the Securities Investor Protection Corporation (SIPC), which provides protection for customer accounts up to $500,000, including a $250,000 limit for cash claims.

The company is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC), demonstrating its commitment to transparency and accountability.

Charles Schwab Corporation has been fined by the SEC in the past, including a $19 million settlement in 2016 for failing to supervise a registered representative.

The company has also been the subject of a number of regulatory inquiries and examinations, including a 2018 examination by the SEC that found no significant issues with the company's operations.

Charles Schwab Corporation offers a wide range of investment products and services to its clients.

The company's brokerage business is a significant contributor to its revenue, with over $1.5 trillion in client assets under administration.

Schwab's low-cost index fund offerings have been a game-changer for investors, with some funds charging as little as 0.03% in annual fees.

The company's focus on low costs and high-quality customer service has helped it to attract a large and loyal client base, with over 12 million active brokerage accounts.

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Charles Schwab made a notable switch to the NASDAQ stock exchange in 2005, changing its symbol from "SCH" to "SCHW" on December 20, 2005.

This change marked a significant shift for the company, which had previously been listed on both the New York Stock Exchange and the NASDAQ.

Charles Schwab's CEO at the time, Charles R. Schwab, remained executive chairman of the company, ensuring a smooth transition.

However, the company didn't stay on the NASDAQ for long, as it switched its stock exchange listing back to the New York Stock Exchange on February 22, 2010.

In 2020, Charles Schwab made two significant acquisitions, purchasing Wasmer, Schroeder & Company, an independent investment manager, and USAA's investment management accounts for $1.8 billion in cash.

Analysts are recommending a buy on XYZ Corporation, citing its strong financial performance and growing market share.

According to a recent report, XYZ Corporation's revenue has increased by 25% over the past year, outpacing the industry average.

Analysts are also noting the company's expanding product line, which is expected to drive further growth.

This expansion is expected to lead to increased profitability, with analysts predicting a 30% increase in earnings per share over the next two years.

One analyst has even gone so far as to call XYZ Corporation a "top pick" for the upcoming quarter.

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Charles Schwab Corporation has a long history of effective marketing strategies.

In 2004, Charles Schwab chose Havas Worldwide as its full-service advertising agency. The company launched a series of television ads featuring the slogan "Talk to Chuck" in 2005.

The "Talk to Chuck" campaign appeared in various media channels, including print media, online, billboards, and branch offices. This campaign was described as effective because it included a single memorable phrase.

In February 2013, Schwab hired Crispin Porter + Bogusky as its lead creative agency, with Havas Worldwide remaining to create ads for ActiveTrader and optionsXpress. The company launched an advertising campaign by CP+B with the slogan "Own Your Tomorrow" that same year.

CP+B created marketing material for Schwab's Intelligent Portfolio service in March 2015, as reported by Adweek.

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