Aktie 874171 CHARLES SCHWAB
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Unternehmen Charles Schwab Berne S.E.

Aktien

874171

US8085131055

Investment Banking & Brokerage-Dienstleistungen

Verzögert Berne S.E.
Andere Börsenplätze
 18:00:02 10.04.2024 		% 5 Tage % 1. Jan.
65,01 CHF +40,51 % Intraday Chart für Charles Schwab -.--% +40,51 %
31.05. CHARLES SCHWAB : Bewertung von Raymond James kaufen ZM
31.05. CHARLES SCHWAB : JPMorgan Chase bekräftigt seine Kaufempfehlung ZM

Kurzporträt

Die Charles Schwab Corporation ist auf Brokerage- und Bankdienstleistungen spezialisiert. Der Nettoumsatz verteilt sich wie folgt auf die einzelnen Aktivitäten:
- Brokerage- und Bankdienstleistungen für Privatanleger (73,6%);
- Investmentdienstleistungen für institutionelle Anleger (26,4%). Außerdem bietet die Gruppe Dienstleistungen für die Altersvorsorge an.
Ende 2020 werden die Produkte und Dienstleistungen über ein Netzwerk von über 400 Niederlassungen in den Vereinigten Staaten angeboten. Darüber hinaus ist die Charles Schwab Corporation im Vereinigten Königreich, in Porto Rico, Hongkong und Singapur vertreten.

Mitarbeiterzahl: 32 600

Umsatz nach Geschäftsbereich

USD in Millionen2022Gewichtung2023Gewichtung 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 %

Umsatz je Region

USD in Millionen2022Gewichtung2023Gewichtung Delta
United States
100,0 %
20 762 100,0 % 18 837 100,0 % -9,27 %

Manager

Manager TitelAlterSeit
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

Aufsichtsräte

Aufsichtsräte TitelAlterSeit
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

Anteilsklasse

VoteMengeStreubesitzKonzerneigene AktienTotal Float
Aktie A 0 600 000 0 0 80,27 %
Aktie B 0 4 884 0 0
Aktie C 0 750 000 0 0
Aktie D 0 50 893 695 0 0
Aktie E 1 2 024 484 524 1 665 902 168 ( 82,29 %) 247 203 220 ( 12,21 %)

Aktionäre

NameAktien%Bewertung
The Toronto-Dominion Bank /New York Branch/
12,73 %
226 085 359 12,73 % 16 932 Mio CHF
Vanguard Fiduciary Trust Co.
6,811 %
120 963 133 6,811 % 9 059 Mio CHF
Chuck Schwab
5,556 %
98 678 219 5,556 % 7 390 Mio CHF
Dodge & Cox
4,859 %
86 297 094 4,859 % 6 463 Mio CHF
BlackRock Advisors LLC
4,345 %
77 170 056 4,345 % 5 779 Mio CHF
T. Rowe Price International Ltd.
4,071 %
72 306 560 4,071 % 5 415 Mio CHF
STATE STREET CORPORATION
3,465 %
61 539 248 3,465 % 4 609 Mio CHF
JPMorgan Investment Management, Inc.
2,286 %
40 602 908 2,286 % 3 041 Mio CHF
Massachusetts Financial Services Co.
1,732 %
30 753 371 1,732 % 2 303 Mio CHF
Geode Capital Management LLC
1,635 %
29 043 523 1,635 % 2 175 Mio CHF
NameAktien%Bewertung
Metropolitan West Asset Management LLC
-
4 670 000 - 4 Mio CHF
Flaherty & Crumrine, Inc.
-
750 000 - 698 475 CHF
Curasset Capital Management LLC
-
500 000 - 465 650 CHF
TCW Investment Management Co LLC
-
355 000 - 330 612 CHF
Ayalon Mutual Funds Ltd.
-
250 000 - 232 825 CHF
Quaestio Capital Management SGR SpA
-
84 701 - 78 882 CHF
MFS Institutional Advisors, Inc.
-
0 - - CHF
NameAktien%Bewertung
Western Asset Management Co. Ltd.
0,005200 %
130 000 0,005200 % 96 863 CHF
Amundi Canada, Inc.
0,001000 %
25 000 0,001000 % 18 628 CHF
Western Asset Management Company DTVM Ltda.
0,000000 %
0 0,000000 % - CHF
PMG Investment Solutions AG
0,000000 %
0 0,000000 % - CHF
PIMCO Europe Ltd.
0,000000 %
0 0,000000 % - CHF
Virtus Fixed Income Advisers LLC
0,000000 %
0 0,000000 % - CHF
Franklin Templeton International Services SARL
0,000000 %
0 0,000000 % - CHF
NameAktien%Bewertung
DoubleLine Capital LP
-
760 000 - 698 896 CHF
Manulife Investment Management (Taiwan) Co., Ltd.
-
251 075 - 230 889 CHF
Jackson National Asset Management LLC
-
242 000 - 222 543 CHF
National Investment Services of America LLC
-
25 000 - 22 990 CHF
Cavanal Hill Investment Management, Inc.
-
4 - 4 CHF
NameAktien%Bewertung
PIMCO Europe Ltd.
-
6 375 000 - 6 Mio CHF
Innovative Portfolios LLC
-
175 000 - 153 423 CHF
Jackson National Asset Management LLC
-
33 000 - 28 931 CHF
NameAktien%Bewertung
Crossmark Global Holdings, Inc.
1,008 %
302 470 1,008 % 8 Mio CHF
Mengis Capital Management, Inc.
0,0597 %
17 903 0,0597 % 446 680 CHF
Estabrook Capital Management LLC
0,0307 %
9 200 0,0307 % 229 540 CHF
Cribstone Capital Management LLC
0,002187 %
656 0,002187 % 16 367 CHF
Archer Investment Corp.
0,002000 %
600 0,002000 % 14 970 CHF
Financial Gravity Asset Management, Inc.
0,000130 %
39 0,000130 % 973 CHF
ORG Partners LLC
0,000100 %
30 0,000100 % 749 CHF
Fubon Asset Management Co., Ltd.
0,000000 %
0 0,000000 % - CHF
NameAktien%Bewertung
Caixa DTVM SA
0,001487 %
211 286 0,001487 % 2 Mio CHF
Bram Bradesco Asset Management S/A DTVM
0,000203 %
28 840 0,000203 % 266 805 CHF
Western Asset Management Company DTVM Ltda.
0,000001 %
182 0,000001 % 1 684 CHF
NameAktien%Bewertung
Boyd Watterson Asset Management LLC
0,1698 %
40 750 0,1698 % 816 223 CHF
Roanoke Asset Management Corp.
0,0667 %
16 000 0,0667 % 320 480 CHF
Fubon Asset Management Co., Ltd.
0,000000 %
0 0,000000 % - CHF
NameAktien%Bewertung
TD Asset Management, Inc.
-
50 893 695 - 3 811 Mio CHF
NameAktien%Bewertung
Virtus Fixed Income Advisers LLC
-
4 607 000 - 5 Mio CHF
CapitalatWork SA
-
2 000 000 - 2 Mio CHF
DoubleLine Capital LP
-
850 000 - 832 405 CHF
CapitalatWork Management Co. SA
-
700 000 - 685 510 CHF
JOHCM (USA), Inc.
-
700 000 - 685 510 CHF
Flaherty & Crumrine, Inc.
-
253 000 - 247 763 CHF
Alantra Wealth Management Gestión SGIIC SA
-
250 058 - 244 882 CHF
Montecito Bank & Trust (Invt Mgmt)
-
100 000 - 97 930 CHF
FMR Investment Management (UK) Ltd.
-
50 000 - 48 965 CHF

Unternehmenskontakt

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

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

Konzerngesellschaften

NameKategorie und Branche
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. (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.
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

Sektor

Finanzwirtschaft
Banken
Investment Services
Investment Banking & Brokerage-Dienstleistungen
Investment Banking & Brokerage-Dienstleistungen - Andere

Umsatz nach Geschäftsbereich

Ratings für Charles Schwab

Trading Rating
Investment Rating
ESG Refinitiv
Mehr Ratings

Analystenschätzungen

Verkaufen
Analystenschätzungen
Kaufen
Durchschnittl. Empfehlung
AUFSTOCKEN
Anzahl Analysten
21
Letzter Schlusskurs
73,28 USD
Mittleres Kursziel
78,65 USD
Abstand / Durchschnittliches Kursziel
+7,33 %
Analystenschätzungen

Verlauf des Gewinns je Aktie

Entwicklung der Schätzungen

Quartalsgewinne - Abweichungsrate

Unternehmenstermine

Sektor Investment Banking & Brokerage-Dienstleistungen - Andere

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Investment Banking & Brokerage-Dienstleistungen - Andere
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