Aktie 874171 CHARLES SCHWAB
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Unternehmen Charles Schwab

Aktien

874171

US8085131055

SCHW

Investment Banking & Brokerage-Dienstleistungen

Realtime-Estimate Cboe BZX
Andere Börsenplätze
 17:21:40 16.04.2024 		% 5 Tage % 1. Jan.
71,32 USD +0,13 % Intraday Chart für Charles Schwab -1,43 % +3,56 %
19:11 CHARLES SCHWAB : Raymond James bleibt bei seiner Kaufempfehlung ZM
18:00 Charles Schwab übertrifft dank höherer Vermögensverwaltungsgebühren die Schätzungen RE

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: 33 000

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 80,22 %
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 2 024 153 775 1 664 679 740 ( 82,24 %) 250 678 452 ( 12,38 %)

Aktionäre

NameAktien%Bewertung
The Toronto-Dominion Bank /New York Branch/
12,75 %
226 068 225 12,75 % 16 354 Mio $
Vanguard Fiduciary Trust Co.
6,762 %
119 920 310 6,762 % 8 675 Mio $
Chuck Schwab
5,601 %
99 333 535 5,601 % 7 186 Mio $
Dodge & Cox
4,873 %
86 421 986 4,873 % 6 252 Mio $
BlackRock Advisors LLC
4,173 %
73 999 298 4,173 % 5 353 Mio $
T. Rowe Price International Ltd.
3,911 %
69 360 233 3,911 % 5 018 Mio $
STATE STREET CORPORATION
3,460 %
61 360 309 3,460 % 4 439 Mio $
JPMorgan Investment Management, Inc.
2,441 %
43 294 332 2,441 % 3 132 Mio $
Massachusetts Financial Services Co.
1,748 %
30 994 967 1,748 % 2 242 Mio $
Geode Capital Management LLC
1,587 %
28 147 111 1,587 % 2 036 Mio $
NameAktien%Bewertung
Metropolitan West Asset Management LLC
-
4 670 000 - 4 Mio $
Flaherty & Crumrine, Inc.
-
750 000 - 707 100 $
Curasset Capital Management LLC
-
500 000 - 471 400 $
TCW Investment Management Co LLC
-
295 000 - 278 126 $
Ayalon Mutual Funds Ltd.
-
100 000 - 94 280 $
Quaestio Capital Management SGR SpA
-
82 140 - 77 442 $
MFS Institutional Advisors, Inc.
-
0 - - $
NameAktien%Bewertung
PIMCO Europe Ltd.
0,9040 %
22 600 000 0,9040 % 17 Mio $
Virtus Fixed Income Advisers LLC
0,3662 %
9 156 000 0,3662 % 7 Mio $
Western Asset Management Co. Ltd.
0,0308 %
770 000 0,0308 % 573 727 $
Amundi Canada, Inc.
0,001000 %
25 000 0,001000 % 18 628 $
PMG Investment Solutions AG
0,000920 %
22 991 0,000920 % 17 131 $
Western Asset Management Company DTVM Ltda.
0,000000 %
0 0,000000 % - $
Franklin Templeton International Services SARL
0,000000 %
0 0,000000 % - $
NameAktien%Bewertung
Fideuram Asset Management (Ireland) DAC
-
9 800 000 - 9 Mio $
Mediolanum International Funds Ltd.
-
1 904 087 - 2 Mio $
Cavanal Hill Investment Management, Inc.
-
800 000 - 744 240 $
DoubleLine Capital LP
-
760 000 - 707 028 $
Manulife Investment Management (Taiwan) Co., Ltd.
-
251 075 - 233 575 $
Jackson National Asset Management LLC
-
242 000 - 225 133 $
National Investment Services of America LLC
-
25 000 - 23 258 $
NameAktien%Bewertung
PIMCO Europe Ltd.
-
6 375 000 - 6 Mio $
Goldman Sachs Asset Management International
-
3 185 000 - 3 Mio $
Innovative Portfolios LLC
-
175 000 - 157 570 $
Jackson National Asset Management LLC
-
33 000 - 29 713 $
NameAktien%Bewertung
Crossmark Global Holdings, Inc.
1,018 %
305 449 1,018 % 8 Mio $
Mengis Capital Management, Inc.
0,0580 %
17 403 0,0580 % 439 600 $
Estabrook Capital Management LLC
0,0307 %
9 200 0,0307 % 232 392 $
Cribstone Capital Management LLC
0,002187 %
656 0,002187 % 16 571 $
Archer Investment Corp.
0,002000 %
600 0,002000 % 15 156 $
Bartlett & Co. Wealth Management LLC
0,001350 %
405 0,001350 % 10 230 $
NameAktien%Bewertung
Caixa DTVM SA
0,001467 %
208 176 0,001467 % 2 Mio $
Bram Bradesco Asset Management S/A DTVM
0,000210 %
29 730 0,000210 % 268 520 $
Absolute Gestão de Investimentos Ltda.
0,000005 %
723 0,000005 % 6 530 $
Western Asset Management Company DTVM Ltda.
0,000001 %
182 0,000001 % 1 644 $
NameAktien%Bewertung
Boyd Watterson Asset Management LLC
0,1781 %
42 750 0,1781 % 914 850 $
Roanoke Asset Management Corp.
0,0667 %
16 000 0,0667 % 342 400 $
Resources Management Corp.
0,000417 %
100 0,000417 % 2 140 $
Ogorek Wealth Management LLC
0,000333 %
80 0,000333 % 1 712 $
NameAktien%Bewertung
TD Asset Management, Inc.
-
50 893 695 - 3 682 Mio $
NameAktien%Bewertung
Virtus Fixed Income Advisers LLC
-
4 607 000 - 5 Mio $
DoubleLine Capital LP
-
850 000 - 834 700 $
JOHCM (USA), Inc.
-
700 000 - 687 400 $
CapitalatWork Management Co. SA
-
300 000 - 294 600 $
Flaherty & Crumrine, Inc.
-
253 000 - 248 446 $
Alantra Wealth Management Gestión SGIIC SA
-
250 058 - 245 557 $
Montecito Bank & Trust (Invt Mgmt)
-
100 000 - 98 200 $
FMR Investment Management (UK) Ltd.
-
50 000 - 49 100 $

Unternehmenskontakt

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com
Straße Charles Schwab(SCHW)

Konzerngesellschaften

NameKategorie und Branche
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
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
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 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 private company is based in London, UK.

Regional Banks
TD AMERITRADE HOLDING CORPORATION
Investment Banks/Brokers
Charles Schwab Futures & Forex LLC
Logo 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 private company is located in the US.

Miscellaneous Commercial Services
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 private 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
Charles Schwab Europe Ltd.

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
B-
Mehr Ratings

Analystenschätzungen

Verkaufen
Analystenschätzungen
Kaufen
Durchschnittl. Empfehlung
AUFSTOCKEN
Anzahl Analysten
22
Letzter Schlusskurs
70,03 USD
Mittleres Kursziel
76,75 USD
Abstand / Durchschnittliches Kursziel
+9,60 %
Analystenschätzungen

Verlauf des Gewinns je Aktie

Entwicklung der Schätzungen

Quartalsgewinne - Abweichungsrate

Unternehmenstermine

Sektor Investment Banking & Brokerage-Dienstleistungen - Andere

% 1. Jan. Kap.
CHARLES SCHWAB Aktie Charles Schwab
+4,03 % 128 Mrd.
MORGAN STANLEY Aktie Morgan Stanley
-6,92 % 140 Mrd.
THE GOLDMAN SACHS GROUP, INC. Aktie The Goldman Sachs Group, Inc.
+4,02 % 134 Mrd.
CITIGROUP INC. Aktie Citigroup Inc.
+13,64 % 114 Mrd.
CITIC SECURITIES COMPANY LIMITED Aktie CITIC Securities Company Limited
-12,91 % 34,18 Mrd.
RAYMOND JAMES FINANCIAL, INC. Aktie Raymond James Financial, Inc.
+10,56 % 25,62 Mrd.
LPL FINANCIAL HOLDINGS INC. Aktie LPL Financial Holdings Inc.
+15,81 % 19,51 Mrd.
CSC FINANCIAL CO., LTD. Aktie CSC Financial Co., Ltd.
-18,55 % 19,43 Mrd.
NOMURA HOLDINGS, INC. Aktie Nomura Holdings, Inc.
+50,10 % 18,58 Mrd.
HUATAI SECURITIES CO., LTD. Aktie Huatai Securities Co., Ltd.
-4,44 % 14,96 Mrd.
Investment Banking & Brokerage-Dienstleistungen - Andere
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