Charles Schwab is headquartered in Westlake, Texas.
Charles Schwab disclosed revenue of 19,606M USD for 2024 and 18,837M USD for 2023.
Charles Schwab has 32,100 employees.
Charles Schwab is a financial services company.
Charles Schwab was founded in 1971.
3000 Schwab Way,
Westlake, Texas
76262
United States,
(817) 859-5000
www.schwab.com
Charles Schwab provides securities brokerage, banking, money management, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments, Investor Services and Institutional Services. The Investor Services segment provides retail brokerage and banking services to individual investors. The Institutional Services segment provides custodial, trading, and support services to independent investment advisors. The Institutional Services segment also provides retirement plan services, specialty brokerage services, and mutual fund clearing services. Charles Schwab was founded in 1971 and is based in Westlake, Texas.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T | |
|---|---|---|---|---|---|---|---|---|
| Buy (0.4/yr) | # | 12 | - | - | 1 | - | 1 | 14 |
| vol | $32.7B | $660M | $33.3B | |||||
| Sell (0.2/yr) | # | 3 | - | 1 | - | - | - | 4 |
| vol | $3.6B | $3.6B | ||||||
| 18 | ||||||||
| Financial | Deals |
|---|---|
|
Credit Suisse Investment Banking |
2 |
|
UBS Investment Bank |
1 |
|
J.P. Morgan Securities |
1 |
| Legal | Deals |
|---|---|
|
Davis Polk & Wardwell |
2 |
|
Sidley |
1 |
|
Wachtell, Lipton, Rosen & Katz |
1 |
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