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Onderneming Charles Schwab Berne S.E.

Aandelen

US8085131055

Diensten op het gebied van investeringsbankieren & makelaardij

Vertraagde tijd Berne S.E.
Andere beurzen
 18:00:02 10-04-2024 		Variatie 5 dagen Verschil t.o.v. 1 jan (%)
65,01 CHF +40,51% Intraday-grafiek van Charles Schwab -.--% +40,51%
20/06 CHARLES SCHWAB : Deutsche Bank Securities ontvangt een koopadvies ZM
18/06 CHARLES SCHWAB : Deutsche Bank Securities handhaaft koopadvies ZM

Vakgebied

De Charles Schwab Corporation is gespecialiseerd in makelaardij en bankdiensten. De netto-omzet is als volgt naar activiteit uitgesplitst:
- makelarij en bankdiensten aan individuele beleggers (73,6%);
- beleggingsdiensten aan institutionele beleggers (26,4%). Daarnaast biedt de groep diensten op het gebied van pensioenplannen aan.
Eind 2020 worden de producten en diensten verzekerd via een netwerk van meer dan 400 kantoren in de Verenigde Staten. Bovendien is The Charles Schwab Corporation aanwezig in het Verenigd Koninkrijk, Porto Rico, Hong Kong en Singapor.

Aantal werknemers: 32 600

Verkoop per activiteit

USD in miljoen2022Gewicht2023Gewicht Delta
Investor Services
76,5 %
15 570 75,0 % 14 405 76,5 % -7,48%
Advisor Services
23,5 %
5 192 25,0 % 4 432 23,5 % -14,64%

Verkoop per regio

USD in miljoen2022Gewicht2023Gewicht Delta
United States
100,0 %
20 762 100,0 % 18 837 100,0 % -9,27%

Managers

Managers TitelLeeftijdVan
Walter Bettinger CEO
 Chief Executive Officer 63 01-01-95
Chuck Schwab FOU
 Founder 86 01-01-86
Rick Wurster PSD
 President 51 15-10-21
Peter Crawford DFI
 Director of Finance/CFO 55 01-01-01
Dennis Howard CTO
 Chief Tech/Sci/R&D Officer 55 01-09-14
Tim Heier CTO
 Chief Tech/Sci/R&D Officer - 01-08-99
Joseph Martinetto COO
 Chief Operating Officer 61 01-01-97
Christopher Dodds BRD
 Director/Board Member 64 01-01-86
Jeff Edwards IRC
 Investor Relations Contact - -
Nigel Murtagh PRN
 Corporate Officer/Principal 60 01-01-00

Besturend

Besturend TitelLeeftijdVan
Chuck Schwab FOU
 Founder 86 01-01-86
Christopher Dodds BRD
 Director/Board Member 64 01-01-86
Walter Bettinger CEO
 Chief Executive Officer 63 01-01-95
Frank Herringer BRD
 Director/Board Member 81 01-01-96
Paula Sneed BRD
 Director/Board Member 76 01-01-02
Bharat Masrani BRD
 Director/Board Member 67 02-10-20
Marianne Brown BRD
 Director/Board Member 65 01-08-20
Carrie Schwab-Pomerantz BRD
 Director/Board Member 64 26-10-22
Stephen Ellis BRD
 Director/Board Member 61 01-10-12
Todd Ricketts BRD
 Director/Board Member 54 02-10-20

Aandelenklasse

StemmingAantalVrij verhandelbaarBedrijfseigen aandelenDrijvend Totaal
Aandeel A 0 600 000 0 0 80,27 %
Aandeel B 0 4 884 0 0
Aandeel C 0 750 000 0 0
Aandeel D 0 50 893 695 0 0
Aandeel E 1 2 024 484 524 1 665 889 921 ( 82,29 %) 247 203 220 ( 12,21 %)

Aandeelhouders

NaamAandelen%Totale waarde
The Toronto-Dominion Bank /New York Branch/
12,72 %
226 085 359 12,72 % 16 568 M CHF
Vanguard Fiduciary Trust Co.
6,806 %
120 963 133 6,806 % 8 864 M CHF
Chuck Schwab
5,552 %
98 678 219 5,552 % 7 231 M CHF
Dodge & Cox
4,856 %
86 297 094 4,856 % 6 324 M CHF
BlackRock Advisors LLC
4,342 %
77 170 056 4,342 % 5 655 M CHF
T. Rowe Price International Ltd.
4,068 %
72 306 560 4,068 % 5 299 M CHF
STATE STREET CORPORATION
3,463 %
61 539 248 3,463 % 4 510 M CHF
JPMorgan Investment Management, Inc.
2,285 %
40 602 908 2,285 % 2 975 M CHF
Massachusetts Financial Services Co.
1,730 %
30 753 371 1,730 % 2 254 M CHF
Geode Capital Management LLC
1,634 %
29 043 523 1,634 % 2 128 M CHF
NaamAandelen%Totale waarde
Metropolitan West Asset Management LLC
-
4 670 000 - 4 M CHF
Flaherty & Crumrine, Inc.
-
750 000 - 709 575 CHF
Curasset Capital Management LLC
-
500 000 - 473 050 CHF
TCW Investment Management Co LLC
-
355 000 - 335 866 CHF
Ayalon Mutual Funds Ltd.
-
250 000 - 236 525 CHF
Quaestio Capital Management SGR SpA
-
73 260 - 69 311 CHF
MFS Institutional Advisors, Inc.
-
0 - - CHF
NaamAandelen%Totale waarde
PMG Investment Solutions AG
0,000000 %
0 0,000000 % - CHF
PIMCO Europe Ltd.
0,000000 %
0 0,000000 % - CHF
Franklin Templeton International Services SARL
0,000000 %
0 0,000000 % - CHF
Probank Mutual Fund Management Co.
0,000000 %
0 0,000000 % - CHF
Western Asset Management Company DTVM Ltda.
0,000000 %
0 0,000000 % - CHF
Western Asset Management Co. Ltd.
0,000000 %
0 0,000000 % - CHF
Virtus Fixed Income Advisers LLC
0,000000 %
0 0,000000 % - CHF
NaamAandelen%Totale waarde
Cavanal Hill Investment Management, Inc.
-
800 000 - 740 880 CHF
DoubleLine Capital LP
-
760 000 - 703 836 CHF
Goldman Sachs Asset Management International
-
475 000 - 439 898 CHF
Community Capital Management, Inc.
-
330 000 - 305 613 CHF
Manulife Investment Management (Taiwan) Co., Ltd.
-
251 075 - 232 521 CHF
Jackson National Asset Management LLC
-
242 000 - 224 116 CHF
National Investment Services of America LLC
-
25 000 - 23 153 CHF
NaamAandelen%Totale waarde
PIMCO Europe Ltd.
-
6 375 000 - 6 M CHF
Jackson National Asset Management LLC
-
33 000 - 29 707 CHF
NaamAandelen%Totale waarde
Crossmark Global Holdings, Inc.
1,008 %
302 470 1,008 % 8 M CHF
Mengis Capital Management, Inc.
0,0597 %
17 903 0,0597 % 449 723 CHF
Estabrook Capital Management LLC
0,0307 %
9 200 0,0307 % 231 104 CHF
Cribstone Capital Management LLC
0,002187 %
656 0,002187 % 16 479 CHF
Archer Investment Corp.
0,002000 %
600 0,002000 % 15 072 CHF
Financial Gravity Asset Management, Inc.
0,000130 %
39 0,000130 % 980 CHF
ORG Partners LLC
0,000100 %
30 0,000100 % 754 CHF
Fubon Asset Management Co., Ltd.
0,000000 %
0 0,000000 % - CHF
NaamAandelen%Totale waarde
Caixa DTVM SA
0,001483 %
210 806 0,001483 % 2 M CHF
Bram Bradesco Asset Management S/A DTVM
0,000198 %
28 180 0,000198 % 254 678 CHF
Western Asset Management Company DTVM Ltda.
0,000008 %
1 102 0,000008 % 9 959 CHF
NaamAandelen%Totale waarde
Boyd Watterson Asset Management LLC
0,1698 %
40 750 0,1698 % 829 263 CHF
Roanoke Asset Management Corp.
0,0667 %
16 000 0,0667 % 325 600 CHF
Fubon Asset Management Co., Ltd.
0,000000 %
0 0,000000 % - CHF
NaamAandelen%Totale waarde
TD Asset Management, Inc.
-
50 893 695 - 3 729 M CHF
NaamAandelen%Totale waarde
Virtus Fixed Income Advisers LLC
-
4 607 000 - 5 M CHF
CapitalatWork SA
-
2 000 000 - 2 M CHF
Kanen Wealth Management LLC
-
1 000 000 - 979 200 CHF
DoubleLine Capital LP
-
850 000 - 832 320 CHF
JOHCM (USA), Inc.
-
700 000 - 685 440 CHF
CapitalatWork Management Co. SA
-
700 000 - 685 440 CHF
Payden & Rygel Global Ltd.
-
690 000 - 675 648 CHF
Flaherty & Crumrine, Inc.
-
253 000 - 247 738 CHF
Alantra Wealth Management Gestión SGIIC SA
-
250 058 - 244 857 CHF
FMR Investment Management (UK) Ltd.
-
100 000 - 97 920 CHF

Bedrijfsgegevens

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com
Adres Charles Schwab

Bedrijven van de groep

NaamCategorie en sector
Charles Schwab Asset Management (Ireland) Ltd.
Logo Charles Schwab Asset Management (Ireland) Ltd.

Charles Schwab Asset Management (Ireland) Ltd.

Financial ConglomeratesFinance

Part of The Charles Schwab Corp., Charles Schwab Asset Management (Ireland) Ltd. is a company headquartered in Dublin, Ireland, that provides financial intermediation services.

Financial Conglomerates
TD Ameritrade Clearing, Inc.
Logo TD Ameritrade Clearing, Inc.

TD Ameritrade Clearing, Inc.

Investment Banks/BrokersFinance

Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD).

Investment Banks/Brokers
Charles Schwab Investment Management, Inc.
Logo Charles Schwab Investment Management, Inc.

Charles Schwab Investment Management, Inc.

Investment ManagersFinance

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

Investment Managers
Charles Schwab & Co., Inc.
Logo Charles Schwab & Co., Inc.

Charles Schwab & Co., Inc.

Investment ManagersFinance

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Investment Managers
Charles Schwab U.K. Ltd.
Logo Charles Schwab U.K. Ltd.

Charles Schwab U.K. Ltd.

Regional BanksFinance

Part of The Charles Schwab Corp., Charles Schwab U.K. Ltd. is a business development office. The company is based in London, UK.

Regional Banks
Charles Schwab Bank, SSB
Logo Charles Schwab Bank, SSB

Charles Schwab Bank, SSB

Regional BanksFinance

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

Regional Banks
Charles Schwab Trust Bank
Logo Charles Schwab Trust Bank

Charles Schwab Trust Bank

Savings BanksFinance

Part of The Charles Schwab Corp., Charles Schwab Trust Bank provides directed trustee or custodian services for retirement plans, employee benefit plans, and savings plans. The company is based in Henderson, NV and is a member of FDIC. The company also serves as a trustee for collective trust funds. As of January 31, 2020, they have over $293 billion in total assets. The company provides trust, custody, and deposit products and services to employee benefit plans. Investment products are not insured by FDIC or any other type of deposit insurance and involve investment risks, including possible loss of principal invested.

Savings Banks
TD AMERITRADE HOLDING CORPORATION
Investment Banks/Brokers
TD Ameritrade, Inc.
Logo TD Ameritrade, Inc.

TD Ameritrade, Inc.

Investment Banks/BrokersFinance

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Investment Banks/Brokers

Sector

Financiën
Bank- en beleggingsdiensten
Beleggingsbankieren & Beleggingsdiensten
Diensten op het gebied van investeringsbankieren & makelaardij
Investment Banking & Brokerage Services - Andere

Verkoop per activiteit

Ratings voor Charles Schwab

Trading rating
Beleggingsrating
ESG Refinitiv
Meer adviezen

Analistenconsensus

Verkoop
Consensus
Koop
Gemiddeld advies
Accumuleren
Aantal analisten
21
Laatste slotkoers
72,7 USD
Gemiddelde koersdoel
78,45 USD
Spread / Gemiddelde doel
+7,91%
Consensus

Herzieningen van WPA

Bedrijfscijfers

Kwartaalwinst - Afwijkingspercentage

De agenda van het bedrijf

Sector Investment Banking & Brokerage Services - Andere

Vaira. 1 jan. Kapi.
MORGAN STANLEY Aandeel Morgan Stanley
+4,49% 159 mld.
THE GOLDMAN SACHS GROUP, INC. Aandeel The Goldman Sachs Group, Inc.
+18,74% 155 mld.
CITIC SECURITIES COMPANY LIMITED Aandeel CITIC Securities Company Limited
-9,77% 35,25 mld.
RAYMOND JAMES FINANCIAL, INC. Aandeel Raymond James Financial, Inc.
+6,78% 24,66 mld.
LPL FINANCIAL HOLDINGS INC. Aandeel LPL Financial Holdings Inc.
+26,89% 21,13 mld.
CSC FINANCIAL CO., LTD. Aandeel CSC Financial Co., Ltd.
-9,71% 20,09 mld.
NOMURA HOLDINGS, INC. Aandeel Nomura Holdings, Inc.
+40,33% 16,82 mld.
CHINA MERCHANTS SECURITIES CO., LTD. Aandeel China Merchants Securities Co., Ltd.
+4,18% 15,66 mld.
CHINA INTERNATIONAL CAPITAL CORPORATION LIMITED Aandeel China International Capital Corporation Limited
-17,71% 15,22 mld.
Investment Banking & Brokerage Services - Andere
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