Onderneming The Charles Schwab Corporation Wiener Boerse

Aandelen

SCHW

US8085131055

Diensten op het gebied van investeringsbankieren & makelaardij

Analistenconsensus

Vakgebied

Verkoop per activiteit

Verkoop per regio

Managers

Besturend

Aandelenklasse

Aandeelhouders

Bedrijfsgegevens

Bedrijven van de groep

Sector

Verkoop per activiteit

Ratings voor The Charles Schwab Corporation

Herzieningen van WPA

Kwartaalwinst - Afwijkingspercentage

Sector Investment Banking & Brokerage Services - Andere

Geschatte realtime Tradegate Andere beurzen 22:00:32 28-05-2024			Variatie 5 dagen	Verschil t.o.v. 1 jan (%)
65,18 ^EUR	-3,32%		-6,89%	+6,34%

19:06	CHARLES SCHWAB : Wolfe Research geeft koopadvies	ZM
24/05	CHARLES SCHWAB : Barclays ontvangt een koopadvies	ZM

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

USD in miljoen	2022	Gewicht	2023	Gewicht	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%

USD in miljoen	2022	Gewicht	2023	Gewicht	Delta
United States 100,0 %	20 762	100,0 %	18 837	100,0 %	-9,27%

Managers	Titel	Leeftijd	Van
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	Titel	Leeftijd	Van
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

	Stemming	Aantal	Vrij verhandelbaar	Bedrijfseigen aandelen	Drijvend 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	1 665 901 774 ( 82,29 %)	247 203 220 ( 12,21 %)

Naam	Aandelen	%	Totale waarde
The Toronto-Dominion Bank /New York Branch/ 12,73 %	226 085 359	12,73 %	16 932 M €
Vanguard Fiduciary Trust Co. 6,811 %	120 963 133	6,811 %	9 059 M €
Chuck Schwab 5,556 %	98 678 219	5,556 %	7 390 M €
Dodge & Cox 4,859 %	86 297 094	4,859 %	6 463 M €
BlackRock Advisors LLC 4,345 %	77 170 056	4,345 %	5 779 M €
T. Rowe Price International Ltd. 4,071 %	72 306 560	4,071 %	5 415 M €
STATE STREET CORPORATION 3,465 %	61 539 248	3,465 %	4 609 M €
JPMorgan Investment Management, Inc. 2,286 %	40 602 908	2,286 %	3 041 M €
Massachusetts Financial Services Co. 1,732 %	30 753 371	1,732 %	2 303 M €
Geode Capital Management LLC 1,635 %	29 043 523	1,635 %	2 175 M €

Naam	Aandelen	%	Totale waarde
Metropolitan West Asset Management LLC -	4 670 000	-	4 M €
Flaherty & Crumrine, Inc. -	750 000	-	698 475 €
Curasset Capital Management LLC -	500 000	-	465 650 €
TCW Investment Management Co LLC -	355 000	-	330 612 €
Ayalon Mutual Funds Ltd. -	250 000	-	232 825 €
Quaestio Capital Management SGR SpA -	84 701	-	78 882 €
MFS Institutional Advisors, Inc. -	0	-	- €

Naam	Aandelen	%	Totale waarde
PIMCO Europe Ltd. 0,9040 %	22 600 000	0,9040 %	17 M €
Western Asset Management Co. Ltd. 0,005200 %	130 000	0,005200 %	96 863 €
Amundi Canada, Inc. 0,001000 %	25 000	0,001000 %	18 628 €
Franklin Templeton International Services SARL 0,000000 %	0	0,000000 %	- €
Virtus Fixed Income Advisers LLC 0,000000 %	0	0,000000 %	- €
PMG Investment Solutions AG 0,000000 %	0	0,000000 %	- €
Western Asset Management Company DTVM Ltda. 0,000000 %	0	0,000000 %	- €

Naam	Aandelen	%	Totale waarde
DoubleLine Capital LP -	760 000	-	698 896 €
Manulife Investment Management (Taiwan) Co., Ltd. -	251 075	-	230 889 €
Jackson National Asset Management LLC -	242 000	-	222 543 €
National Investment Services of America LLC -	25 000	-	22 990 €
Cavanal Hill Investment Management, Inc. -	4	-	4 €

Naam	Aandelen	%	Totale waarde
PIMCO Europe Ltd. -	6 375 000	-	6 M €
Innovative Portfolios LLC -	175 000	-	153 423 €
Jackson National Asset Management LLC -	33 000	-	28 931 €

Naam	Aandelen	%	Totale waarde
Crossmark Global Holdings, Inc. 1,008 %	302 470	1,008 %	8 M €
Mengis Capital Management, Inc. 0,0597 %	17 903	0,0597 %	446 680 €
Estabrook Capital Management LLC 0,0307 %	9 200	0,0307 %	229 540 €
Cribstone Capital Management LLC 0,002187 %	656	0,002187 %	16 367 €
Archer Investment Corp. 0,002000 %	600	0,002000 %	14 970 €
Financial Gravity Asset Management, Inc. 0,000130 %	39	0,000130 %	973 €
ORG Partners LLC 0,000100 %	30	0,000100 %	749 €
Fubon Asset Management Co., Ltd. 0,000000 %	0	0,000000 %	- €

Naam	Aandelen	%	Totale waarde
Caixa DTVM SA 0,001487 %	211 286	0,001487 %	2 M €
Bram Bradesco Asset Management S/A DTVM 0,000203 %	28 840	0,000203 %	266 805 €
Western Asset Management Company DTVM Ltda. 0,000001 %	182	0,000001 %	1 684 €

Naam	Aandelen	%	Totale waarde
Boyd Watterson Asset Management LLC 0,1698 %	40 750	0,1698 %	816 223 €
Roanoke Asset Management Corp. 0,0667 %	16 000	0,0667 %	320 480 €
Fubon Asset Management Co., Ltd. 0,000000 %	0	0,000000 %	- €

Naam	Aandelen	%	Totale waarde
TD Asset Management, Inc. -	50 893 695	-	3 811 M €

Naam	Aandelen	%	Totale waarde
Virtus Fixed Income Advisers LLC -	4 607 000	-	5 M €
CapitalatWork SA -	2 000 000	-	2 M €
DoubleLine Capital LP -	850 000	-	832 405 €
CapitalatWork Management Co. SA -	700 000	-	685 510 €
JOHCM (USA), Inc. -	700 000	-	685 510 €
Flaherty & Crumrine, Inc. -	253 000	-	247 763 €
Alantra Wealth Management Gestión SGIIC SA -	250 058	-	244 882 €
Montecito Bank & Trust (Invt Mgmt) -	100 000	-	97 930 €
FMR Investment Management (UK) Ltd. -	50 000	-	48 965 €

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com

Adres The Charles Schwab Corporation(SCHW)

Naam	Categorie en sector
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. 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. Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).	Investment Managers
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. 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 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. 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
Charles Schwab Europe Ltd.
Charles Schwab Futures & Forex LLC Charles Schwab Futures & Forex LLC Miscellaneous Commercial ServicesCommercial Services Part of The Charles Schwab Corp., Charles Schwab Futures & Forex LLC is an American company that provides business support services. The company is located in the US.	Miscellaneous Commercial Services

Trading rating

Beleggingsrating

ESG Refinitiv

Meer adviezen

Verkoop

Koop

Gemiddeld advies

Accumuleren

Aantal analisten

Laatste slotkoers

72,27 USD

Gemiddelde koersdoel

78,95 USD

Spread / Gemiddelde doel

+9,25%

Consensus

Bedrijfscijfers

De agenda van het bedrijf

Bank- en beleggingsdiensten

Beleggingsbankieren & Beleggingsdiensten

Diensten op het gebied van investeringsbankieren & makelaardij

Investment Banking & Brokerage Services - Andere

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Investment Banking & Brokerage Services - Andere