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嘉信理财

SCHW

95.970USD

+0.690+0.72%

收盘 12/16, 16:00（美东）报价延迟15分钟

171.47B总市值

22.47市盈率 TTM

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嘉信理财

95.970

+0.690+0.72%

概览公司财务分析

概览

公司

财务

分析

关于嘉信理财公司

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.

嘉信理财简介

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公司代码SCHW

公司名称Charles Schwab Corp

上市日期Sep 22, 1987

CEOWurster (Richard A)

员工数量32100

证券类型Ordinary Share

年结日Sep 22

公司地址3000 Schwab Way

城市WESTLAKE

上市交易所NASDAQ OMX NASDAQ Basic NYSE

国家United States of America

邮编76262

电话18178595000

网址https://www.schwab.com/

公司代码SCHW

上市日期Sep 22, 1987

CEOWurster (Richard A)

嘉信理财公司高管

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名称

名称/职务

职务

持股

持股变动

Ms. Carolyn (Carrie) Schwab-Pomerantz

Director

2.11M

+0.07%

Mr. Christopher V. (Chris) Dodds

Independent Director

448.76K

+0.33%

Ms. Paula A. Sneed

Independent Director

115.76K

+1.28%

Mr. Jonathan M. Craig

Managing Director, Head - Investor Services and Marketing

115.50K

+43.81%

Mr. Stephen A. Ellis

Independent Director

94.58K

+2.28%

Mr. Paul V Woolway

Managing Director and Chief Banking Officer

62.40K

+19.38%

Mr. Michael D Verdeschi

Chief Financial Officer, Managing Director

53.96K

-9.84%

Mr. Arun Sarin

Independent Director

24.57K

+6.33%

Mr. Charles Anthony (Charlie) Ruffel

Independent Director

18.21K

-31.49%

Ms. Marianne Catherine Brown

Independent Director

4.85K

+43.20%

名称

名称/职务

职务

持股

持股变动

Ms. Carolyn (Carrie) Schwab-Pomerantz

Director

2.11M

+0.07%

Mr. Christopher V. (Chris) Dodds

Independent Director

448.76K

+0.33%

Ms. Paula A. Sneed

Independent Director

115.76K

+1.28%

Mr. Jonathan M. Craig

Managing Director, Head - Investor Services and Marketing

115.50K

+43.81%

Mr. Stephen A. Ellis

Independent Director

94.58K

+2.28%

Mr. Paul V Woolway

Managing Director and Chief Banking Officer

62.40K

+19.38%

收入明细

单位: USD更新时间: 10月6日周一

FY2025Q2

FY2025Q1

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2022Q1

FY2021

FY2020

FY2019

FY2018

业务USD

名称

营收

占比

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%

其他

659.00M

11.26%

由于公司未披露，未能获取相关数据

业务

地区

业务USD

名称

营收

占比

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%

其他

659.00M

11.26%

股东统计

更新时间: 11月15日周六

持股股东

股东类型

持股股东

占比

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%

其他

72.39%

持股股东

占比

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%

其他

72.39%

股东类型

持股股东

占比

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%

其他

8.86%

机构持股

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更新时间: 10月1日周三

报告期

机构数

持股数

持股占比

持股变动

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

股东持股明细

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名称

持股数

占比

持股变动

变动比例

公告日期

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

持股ETF

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更新时间: 12月5日周五

机构名称

占比

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%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

占比6.02%

God Bless America ETF

占比4.63%

Parnassus Value Select ETF

占比4.34%

iShares FinTech Active ETF

占比4.05%

Texas Capital Texas Equity Index ETF

占比4.02%

American Customer Satisfaction ETF

占比3.34%

Gabelli Financial Services Opportunities ETF

占比3.32%

Brookstone Value Stock ETF

占比3.29%

Clough Hedged Equity ETF

占比3.04%

CastleArk Large Growth ETF

占比2.87%

分红派息

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近5年累计派现 9.76B 美元

公告日期

分红计划

股权登记日

现金发放日

除权除息日

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

拆合股

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公告日期

类型

比率

暂无数据

公告日期

类型

比率

暂无数据

常见问题

嘉信理财的前五大股东是谁？

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嘉信理财的前五大股东如下：
The Vanguard Group, Inc.持有股份：150.41M，占总股份比例：8.29%。
Schwab (Charles R Jr.)持有股份：104.33M，占总股份比例：5.75%。
Dodge & Cox持有股份：84.36M，占总股份比例：4.65%。
BlackRock Institutional Trust Company, N.A.持有股份：78.30M，占总股份比例：4.31%。
State Street Investment Management (US)持有股份：72.46M，占总股份比例：3.99%。