Société Charles Schwab

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SCHW

US8085131055

Services de banque d'investissement et de courtage

Consensus des Analystes

Métier

Ventes par activité

Ventes par région

Dirigeants

Administrateurs

Classe d'actions

Actionnaires

Coordonnées société

Sociétés du groupe

Secteur

Ventes par activité

Notations pour Charles Schwab

Révisions de BNA

Bénéfices trimestriels - Taux de surprise

Secteur Services de banque d'investissement et de courtage - Autres

Marché Fermé - Nyse Autres places de cotation 22:00:02 16/04/2024			Varia. 5j.	Varia. 1 janv.
73,07 ^USD	+2,58 %		+1,09 %	+6,21 %

17:12	TD Bank nomme Matt Boss à la tête des services bancaires aux consommateurs américains, l'impact attendu du T1 de Charles Schwab a été annoncé plus tôt	MT
16:06	CHARLES SCHWAB : BofA Securities reste pessimiste	ZM

The Charles Schwab Corporation est spécialisé dans les prestations de courtage et dans les prestations de services bancaires. Le CA par activité se répartit comme suit :

- prestations de courtage et de services bancaires aux investisseurs individuels (73,6%) ;

- prestations de services d'investissement aux investisseurs institutionnels (26,4%). En outre, le groupe propose des prestations de services de régimes de retraite.

A fin 2020, la commercialisation des produits et services est assurée notamment au travers d'un réseau de plus de 400 bureaux implantés aux Etats-Unis. Par ailleurs, The Charles Schwab Corporation est présent au Royaume Uni, à Porto Rico, à Hong Kong et à Singapour.

Nombre d'employés: 32 600

USD en Millions	2022	Poids	2023	Poids	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 en Millions	2022	Poids	2023	Poids	Delta
United States 100,0 %	20 762	100,0 %	18 837	100,0 %	-9,27 %

Dirigeants	Titre	Age	Depuis
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

Administrateurs	Titre	Age	Depuis
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

	Vote	Nombre	Flottant	Autocontrôle	Flottant Total
Action A	0	600 000	0	0	80,22 %
Action B	0	4 884	0	0
Action C	0	750 000	0	0
Action D	0	50 893 695	0	0
Action E	1	2 024 153 775	1 664 679 740 ( 82,24 %)	250 678 452 ( 12,38 %)

Nom	Actions	%	Valorisation
The Toronto-Dominion Bank /New York Branch/ 12,75 %	226 068 225	12,75 %	16 354 M $
Vanguard Fiduciary Trust Co. 6,762 %	119 920 310	6,762 %	8 675 M $
Chuck Schwab 5,601 %	99 333 535	5,601 %	7 186 M $
Dodge & Cox 4,873 %	86 421 986	4,873 %	6 252 M $
BlackRock Advisors LLC 4,173 %	73 999 298	4,173 %	5 353 M $
T. Rowe Price International Ltd. 3,911 %	69 360 233	3,911 %	5 018 M $
STATE STREET CORPORATION 3,460 %	61 360 309	3,460 %	4 439 M $
JPMorgan Investment Management, Inc. 2,441 %	43 294 332	2,441 %	3 132 M $
Massachusetts Financial Services Co. 1,748 %	30 994 967	1,748 %	2 242 M $
Geode Capital Management LLC 1,587 %	28 147 111	1,587 %	2 036 M $

Nom	Actions	%	Valorisation
Metropolitan West Asset Management LLC -	4 670 000	-	4 M $
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	-	- $

Nom	Actions	%	Valorisation
PIMCO Europe Ltd. 0,9040 %	22 600 000	0,9040 %	17 M $
Virtus Fixed Income Advisers LLC 0,3662 %	9 156 000	0,3662 %	7 M $
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 $
Franklin Templeton International Services SARL 0,000000 %	0	0,000000 %	- $
Western Asset Management Company DTVM Ltda. 0,000000 %	0	0,000000 %	- $

Nom	Actions	%	Valorisation
Mediolanum International Funds Ltd. -	1 904 087	-	2 M $
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 $

Nom	Actions	%	Valorisation
PIMCO Europe Ltd. -	6 375 000	-	6 M $
Goldman Sachs Asset Management International -	3 185 000	-	3 M $
Innovative Portfolios LLC -	175 000	-	157 570 $
Jackson National Asset Management LLC -	33 000	-	29 713 $

Nom	Actions	%	Valorisation
Crossmark Global Holdings, Inc. 1,018 %	305 449	1,018 %	8 M $
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 $

Nom	Actions	%	Valorisation
Caixa DTVM SA 0,001467 %	208 176	0,001467 %	2 M $
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 $

Nom	Actions	%	Valorisation
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 $

Nom	Actions	%	Valorisation
TD Asset Management, Inc. -	50 893 695	-	3 682 M $

Nom	Actions	%	Valorisation
Virtus Fixed Income Advisers LLC -	4 607 000	-	5 M $
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 $

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com

Nom	Catégorie et Secteur
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
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. 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. 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 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 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.
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

Note Trading

Note Investissement

ESG Refinitiv

B-

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ACCUMULER

Nombre d'Analystes

Dernier Cours de Cloture

71,23 USD

Objectif de cours Moyen

78,05 USD

Ecart / Objectif Moyen

+9,58 %

Consensus

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Agenda de la société

Services Financiers

Services bancaires et d'investissements

Banques d'investissement et services d'investissement

Services de banque d'investissement et de courtage

Services de banque d'investissement et de courtage - Autres

	Varia. 1 janv.	Capi.
CHARLES SCHWAB	+6,21 %	130 Md
MORGAN STANLEY	-4,41 %	142 Md
CITIGROUP INC.	+10,85 %	112 Md
CITIC SECURITIES COMPANY LIMITED	-12,91 %	33,75 Md
RAYMOND JAMES FINANCIAL, INC.	+9,30 %	25,61 Md
CSC FINANCIAL CO., LTD.	-20,43 %	20,17 Md
LPL FINANCIAL HOLDINGS INC.	+14,27 %	19,65 Md
NOMURA HOLDINGS, INC.	+43,39 %	18,44 Md
CHINA MERCHANTS SECURITIES CO., LTD.	+1,76 %	15,2 Md
HUATAI SECURITIES CO., LTD.	-4,44 %	15,19 Md

Services de banque d'investissement et de courtage - Autres