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 15/07/2024			Varia. 5j.	Varia. 1 janv.
75,07 ^USD	-0,41 %		+2,50 %	+9,11 %

12/07	Le S&P 500 progresse d'une semaine sur l'autre et clôture près de ses plus hauts niveaux malgré des données mitigées sur l'inflation et les bénéfices des banques	MT
09/07	L'activité des marchés de capitaux au deuxième trimestre montre des signes de reprise graduelle, selon UBS	MT

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
Christopher Dodds BRD	Director/Board Member	64	01/01/86
Jeff Edwards IRC	Investor Relations Contact	-	-
Jason Clague PRN	Corporate Officer/Principal	-	01/12/09
Neesha Hathi PRN	Corporate Officer/Principal	50	01/01/04

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	80,27 %
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	2 024 484 524	1 665 894 217 ( 82,29 %)	247 203 220 ( 12,21 %)

Nom	Actions	%	Valorisation
The Toronto-Dominion Bank /New York Branch/ 12,72 %	226 085 359	12,72 %	16 660 M $
Vanguard Fiduciary Trust Co. 6,806 %	120 963 133	6,806 %	8 914 M $
Chuck Schwab 5,552 %	98 678 219	5,552 %	7 272 M $
Dodge & Cox 4,856 %	86 297 094	4,856 %	6 359 M $
BlackRock Advisors LLC 4,342 %	77 170 056	4,342 %	5 687 M $
T. Rowe Price International Ltd. 4,068 %	72 306 560	4,068 %	5 328 M $
STATE STREET CORPORATION 3,463 %	61 539 248	3,463 %	4 535 M $
JPMorgan Investment Management, Inc. 2,285 %	40 602 908	2,285 %	2 992 M $
Massachusetts Financial Services Co. 1,730 %	30 753 371	1,730 %	2 266 M $
Geode Capital Management LLC 1,634 %	29 043 523	1,634 %	2 140 M $

Nom	Actions	%	Valorisation
Metropolitan West Asset Management LLC -	4 670 000	-	4 M $
TCW Investment Management Co LLC -	930 000	-	890 382 $
Flaherty & Crumrine, Inc. -	750 000	-	718 050 $
Curasset Capital Management LLC -	500 000	-	478 700 $
Ayalon Mutual Funds Ltd. -	250 000	-	239 350 $
Quaestio Capital Management SGR SpA -	75 935	-	72 700 $

Nom	Actions	%	Valorisation
Sanlam Multi Manager International (Pty) Ltd. 0,000000 %	0	0,000000 %	- $
Franklin Templeton International Services SARL 0,000000 %	0	0,000000 %	- $
Virtus Fixed Income Advisers LLC 0,000000 %	0	0,000000 %	- $
Western Asset Management Co. Ltd. 0,000000 %	0	0,000000 %	- $
Probank Mutual Fund Management Co. 0,000000 %	0	0,000000 %	- $
PIMCO Europe Ltd. 0,000000 %	0	0,000000 %	- $
PMG Investment Solutions AG 0,000000 %	0	0,000000 %	- $
Western Asset Management Company DTVM Ltda. 0,000000 %	0	0,000000 %	- $

Nom	Actions	%	Valorisation
Cavanal Hill Investment Management, Inc. -	800 000	-	748 560 $
DoubleLine Capital LP -	760 000	-	711 132 $
Goldman Sachs Asset Management International -	475 000	-	444 458 $
Community Capital Management, Inc. -	330 000	-	308 781 $
Manulife Investment Management (Taiwan) Co., Ltd. -	251 075	-	234 931 $
Jackson National Asset Management LLC -	242 000	-	226 439 $
National Investment Services of America LLC -	25 000	-	23 393 $

Nom	Actions	%	Valorisation
PIMCO Europe Ltd. -	6 375 000	-	6 M $
Jackson National Asset Management LLC -	33 000	-	29 941 $

Nom	Actions	%	Valorisation
Crossmark Global Holdings, Inc. 1,008 %	302 470	1,008 %	8 M $
Mengis Capital Management, Inc. 0,0597 %	17 903	0,0597 %	449 723 $
Estabrook Capital Management LLC 0,0307 %	9 200	0,0307 %	231 104 $
Archer Investment Corp. 0,002000 %	600	0,002000 %	15 072 $
ORG Partners LLC 0,000100 %	30	0,000100 %	754 $
Fubon Asset Management Co., Ltd. 0,000000 %	0	0,000000 %	- $

Nom	Actions	%	Valorisation
Caixa DTVM SA 0,001448 %	205 916	0,001448 %	2 M $
Bram Bradesco Asset Management S/A DTVM 0,000175 %	24 880	0,000175 %	230 101 $
Western Asset Management Company DTVM Ltda. 0,000008 %	1 102	0,000008 %	10 192 $

Nom	Actions	%	Valorisation
Boyd Watterson Asset Management LLC 0,1698 %	40 750	0,1698 %	816 630 $
Roanoke Asset Management Corp. 0,0667 %	16 000	0,0667 %	320 640 $
Fubon Asset Management Co., Ltd. 0,000000 %	0	0,000000 %	- $

Nom	Actions	%	Valorisation
TD Asset Management, Inc. -	50 893 695	-	3 750 M $

Nom	Actions	%	Valorisation
Virtus Fixed Income Advisers LLC -	4 607 000	-	5 M $
CapitalatWork SA -	2 000 000	-	2 M $
Kanen Wealth Management LLC -	1 000 000	-	980 400 $
DoubleLine Capital LP -	850 000	-	833 340 $
CapitalatWork Management Co. SA -	700 000	-	686 280 $
Payden & Rygel Global Ltd. -	690 000	-	676 476 $
Flaherty & Crumrine, Inc. -	253 000	-	248 041 $
Alantra Wealth Management Gestión SGIIC SA -	250 058	-	245 157 $
FMR Investment Management (UK) Ltd. -	100 000	-	98 040 $
Montecito Bank & Trust (Invt Mgmt) -	100 000	-	98 040 $

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com

Nom	Catégorie et Secteur
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
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
TD AMERITRADE HOLDING CORPORATION	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 Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.	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
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 Europe Ltd.
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 company is located in the US.	Miscellaneous Commercial Services
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 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

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B-

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ACCUMULER

Nombre d'Analystes

Dernier Cours de Cloture

75,07 USD

Objectif de cours Moyen

80,05 USD

Ecart / Objectif Moyen

+6,64 %

Consensus

Révisions des Estimations

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	+9,11 %	138 Md
MORGAN STANLEY	+12,88 %	169 Md
CITIGROUP INC.	+26,63 %	123 Md
CITIC SECURITIES COMPANY LIMITED	-9,38 %	34,67 Md
RAYMOND JAMES FINANCIAL, INC.	+8,62 %	25,09 Md
LPL FINANCIAL HOLDINGS INC.	+15,96 %	19,7 Md
NOMURA HOLDINGS, INC.	+49,55 %	17,85 Md
CSC FINANCIAL CO., LTD.	-20,87 %	17,54 Md
CHINA MERCHANTS SECURITIES CO., LTD.	+4,11 %	15,5 Md
HUATAI SECURITIES CO., LTD.	-10,82 %	14,18 Md

Services de banque d'investissement et de courtage - Autres