Charles Schwab Corp
SCHW95.970USD
+0.690+0.72%
Close 12/16, 16:00（ET）Quotes delayed by 15 min
171.47BMarket Cap
22.47P/E TTM
More Details of Charles Schwab Corp Company
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.
Charles Schwab Corp Info
Ticker SymbolSCHW
Company nameCharles Schwab Corp
IPO dateSep 22, 1987
CEOWurster (Richard A)
Number of employees32100
Security typeOrdinary Share
Fiscal year-endSep 22
Address3000 Schwab Way
CityWESTLAKE
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code76262
Phone18178595000
Websitehttps://www.schwab.com/
Ticker SymbolSCHW
IPO dateSep 22, 1987
CEOWurster (Richard A)
Company Executives of Charles Schwab Corp
Name
Name/Position
Position
Shareholding
Change
Ms. Carolyn (Carrie) Schwab-Pomerantz
Ms. Carolyn (Carrie) Schwab-Pomerantz
Director
Director
2.11M
+0.07%
Mr. Christopher V. (Chris) Dodds
Mr. Christopher V. (Chris) Dodds
Independent Director
Independent Director
448.76K
+0.33%
Ms. Paula A. Sneed
Ms. Paula A. Sneed
Independent Director
Independent Director
115.76K
+1.28%
Mr. Jonathan M. Craig
Mr. Jonathan M. Craig
Managing Director, Head - Investor Services and Marketing
Managing Director, Head - Investor Services and Marketing
115.50K
+43.81%
Mr. Stephen A. Ellis
Mr. Stephen A. Ellis
Independent Director
Independent Director
94.58K
+2.28%
Mr. Paul V Woolway
Mr. Paul V Woolway
Managing Director and Chief Banking Officer
Managing Director and Chief Banking Officer
62.40K
+19.38%
Mr. Michael D Verdeschi
Mr. Michael D Verdeschi
Chief Financial Officer, Managing Director
Chief Financial Officer, Managing Director
53.96K
-9.84%
Mr. Arun Sarin
Mr. Arun Sarin
Independent Director
Independent Director
24.57K
+6.33%
Mr. Charles Anthony (Charlie) Ruffel
Mr. Charles Anthony (Charlie) Ruffel
Independent Director
Independent Director
18.21K
-31.49%
Ms. Marianne Catherine Brown
Ms. Marianne Catherine Brown
Independent Director
Independent Director
4.85K
+43.20%
View more
Name
Name/Position
Position
Shareholding
Change
Ms. Carolyn (Carrie) Schwab-Pomerantz
Ms. Carolyn (Carrie) Schwab-Pomerantz
Director
Director
2.11M
+0.07%
Mr. Christopher V. (Chris) Dodds
Mr. Christopher V. (Chris) Dodds
Independent Director
Independent Director
448.76K
+0.33%
Ms. Paula A. Sneed
Ms. Paula A. Sneed
Independent Director
Independent Director
115.76K
+1.28%
Mr. Jonathan M. Craig
Mr. Jonathan M. Craig
Managing Director, Head - Investor Services and Marketing
Managing Director, Head - Investor Services and Marketing
115.50K
+43.81%
Mr. Stephen A. Ellis
Mr. Stephen A. Ellis
Independent Director
Independent Director
94.58K
+2.28%
Mr. Paul V Woolway
Mr. Paul V Woolway
Managing Director and Chief Banking Officer
Managing Director and Chief Banking Officer
62.40K
+19.38%
Revenue Breakdown
Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2022Q1
FY2021
FY2020
FY2019
FY2018
By BusinessUSD
Name
Revenue
Proportion
Net interest revenue
2.82B
48.23%
Mutual funds and ETF service fees
884.00M
15.11%
Advice solutions
589.00M
10.07%
Order flow revenue
466.00M
7.96%
Commissions
431.00M
7.37%
Other
659.00M
11.26%
Relevant data have not been disclosed by the company yet.
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Net interest revenue
2.82B
48.23%
Mutual funds and ETF service fees
884.00M
15.11%
Advice solutions
589.00M
10.07%
Order flow revenue
466.00M
7.96%
Commissions
431.00M
7.37%
Other
659.00M
11.26%
Shareholding Stats
Updated: Sat, Nov 15
Updated: Sat, Nov 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
8.49%
Schwab (Charles R Jr.)
5.87%
Dodge & Cox
4.67%
BlackRock Institutional Trust Company, N.A.
4.46%
State Street Investment Management (US)
4.12%
Other
72.39%
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
8.49%
Schwab (Charles R Jr.)
5.87%
Dodge & Cox
4.67%
BlackRock Institutional Trust Company, N.A.
4.46%
State Street Investment Management (US)
4.12%
Other
72.39%
Shareholder Types
Shareholders
Proportion
Investment Advisor
41.77%
Investment Advisor/Hedge Fund
31.88%
Individual Investor
6.20%
Hedge Fund
3.69%
Research Firm
2.28%
Pension Fund
2.25%
Bank and Trust
1.73%
Sovereign Wealth Fund
1.26%
Insurance Company
0.08%
Other
8.86%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
3392
1.52B
83.71%
-73.55M
2025Q2
3374
1.65B
90.96%
+148.13M
2025Q1
3433
1.65B
90.99%
+151.66M
2024Q4
3406
1.64B
93.02%
-40.86M
2024Q3
3279
1.62B
91.23%
+19.61M
2024Q2
3269
1.64B
92.18%
-57.12M
2024Q1
3269
1.63B
91.92%
-70.64M
2023Q4
3209
1.64B
92.51%
-20.47M
2023Q3
3083
1.61B
90.80%
-72.95M
2023Q2
3039
1.60B
90.66%
-72.41M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
150.41M
8.29%
+2.76M
+1.87%
Jun 30, 2025
Schwab (Charles R Jr.)
104.33M
5.75%
-1.78M
-1.68%
Mar 03, 2025
Dodge & Cox
84.36M
4.65%
-4.39M
-4.95%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
78.30M
4.31%
+105.99K
+0.14%
Jun 30, 2025
State Street Investment Management (US)
72.46M
3.99%
+531.33K
+0.74%
Jun 30, 2025
T. Rowe Price Associates, Inc.
72.09M
3.97%
-7.20M
-9.08%
Jun 30, 2025
JP Morgan Asset Management
51.34M
2.83%
+14.05M
+37.67%
Jun 30, 2025
Geode Capital Management, L.L.C.
37.38M
2.06%
+1.04M
+2.86%
Jun 30, 2025
Fidelity Management & Research Company LLC
29.97M
1.65%
+2.15M
+7.75%
Jun 30, 2025
Fisher Investments
21.38M
1.18%
+211.53K
+1.00%
Jun 30, 2025
View more
Related ETFs
Updated: Fri, Dec 5
Updated: Fri, Dec 5
Name
Proportion
iShares U.S. Broker-Dealers & Securities Exchanges ETF
6.02%
God Bless America ETF
4.63%
Parnassus Value Select ETF
4.34%
iShares FinTech Active ETF
4.05%
Texas Capital Texas Equity Index ETF
4.02%
American Customer Satisfaction ETF
3.34%
Gabelli Financial Services Opportunities ETF
3.32%
Brookstone Value Stock ETF
3.29%
Clough Hedged Equity ETF
3.04%
CastleArk Large Growth ETF
2.87%
View more
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proportion6.02%
God Bless America ETF
Proportion4.63%
Parnassus Value Select ETF
Proportion4.34%
iShares FinTech Active ETF
Proportion4.05%
Texas Capital Texas Equity Index ETF
Proportion4.02%
American Customer Satisfaction ETF
Proportion3.34%
Gabelli Financial Services Opportunities ETF
Proportion3.32%
Brookstone Value Stock ETF
Proportion3.29%
Clough Hedged Equity ETF
Proportion3.04%
CastleArk Large Growth ETF
Proportion2.87%
Dividend
A total of
9.76B
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Oct 23, 2025
SCHW.NB Final Cash Dividend of gross USD 0.27 paid on Nov 28, 2025 going ex on Nov 14, 2025
Nov 14, 2025
Nov 28, 2025
Nov 14, 2025
Jul 24, 2025
SCHW.NB Interim Cash Dividend of gross USD 0.27 paid on Aug 22, 2025 going ex on Aug 08, 2025
Aug 08, 2025
Aug 22, 2025
Aug 08, 2025
Apr 24, 2025
SCHW.NB Interim Cash Dividend of gross USD 0.27 paid on May 23, 2025 going ex on May 09, 2025
May 09, 2025
May 23, 2025
May 09, 2025
Jan 29, 2025
SCHW.NB Interim Cash Dividend of gross USD 0.27 paid on Feb 28, 2025 going ex on Feb 14, 2025
Feb 14, 2025
Feb 28, 2025
Feb 14, 2025
Oct 23, 2024
SCHW.NB Final Cash Dividend of gross USD 0.25 paid on Nov 22, 2024 going ex on Nov 08, 2024
Nov 08, 2024
Nov 22, 2024
Nov 08, 2024
Jul 24, 2024
SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on Aug 23, 2024 going ex on Aug 09, 2024
Aug 09, 2024
Aug 23, 2024
Aug 09, 2024
Apr 24, 2024
SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on May 24, 2024 going ex on May 09, 2024
May 10, 2024
May 24, 2024
May 09, 2024
Jan 24, 2024
SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on Feb 23, 2024 going ex on Feb 08, 2024
Feb 09, 2024
Feb 23, 2024
Feb 08, 2024
Oct 19, 2023
SCHW.NB Final Cash Dividend of gross USD 0.25 paid on Nov 24, 2023 going ex on Nov 09, 2023
Nov 10, 2023
Nov 24, 2023
Nov 09, 2023
Jul 27, 2023
SCHW.NB Interim Cash Dividend of gross USD 0.25 paid on Aug 25, 2023 going ex on Aug 10, 2023
Aug 11, 2023
Aug 25, 2023
Aug 10, 2023
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Charles Schwab Corp?
The top five shareholders of Charles Schwab Corp are:
The Vanguard Group, Inc. holds 150.41M shares, accounting for 8.29% of the total shares.
Schwab (Charles R Jr.) holds 104.33M shares, accounting for 5.75% of the total shares.
Dodge & Cox holds 84.36M shares, accounting for 4.65% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 78.30M shares, accounting for 4.31% of the total shares.
State Street Investment Management (US) holds 72.46M shares, accounting for 3.99% of the total shares.
The Vanguard Group, Inc. holds 150.41M shares, accounting for 8.29% of the total shares.
Schwab (Charles R Jr.) holds 104.33M shares, accounting for 5.75% of the total shares.
Dodge & Cox holds 84.36M shares, accounting for 4.65% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 78.30M shares, accounting for 4.31% of the total shares.
State Street Investment Management (US) holds 72.46M shares, accounting for 3.99% of the total shares.
What are the top three shareholder types of Charles Schwab Corp?
The top three shareholder types of Charles Schwab Corp are:
The Vanguard Group, Inc.
Schwab (Charles R Jr.)
Dodge & Cox
The Vanguard Group, Inc.
Schwab (Charles R Jr.)
Dodge & Cox
How many institutions hold shares of Charles Schwab Corp (SCHW)?
As of 2025Q3, 3392 institutions hold shares of Charles Schwab Corp, with a combined market value of approximately 1.52B, accounting for 83.71% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -7.25%.
What is the biggest source of revenue for Charles Schwab Corp?
In FY2025Q2, the Net interest revenue business generated the highest revenue for Charles Schwab Corp, amounting to 2.82B and accounting for 48.23% of total revenue.
