Last $25.96 USD
Change Today -0.85 / -3.17%
Volume 8.1M
SCHW On Other Exchanges
New York
As of 8:04 PM 01/28/15 All times are local (Market data is delayed by at least 15 minutes).
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Company Description

Contact Info

211 Main Street

San Francisco, CA 94105

United States

Phone: 415-667-7000


The Charles Schwab Corporation, through its subsidiaries, provides securities brokerage, banking, money management, and financial advisory services. As of December 31, 2013, the company had 9.1 million active brokerage accounts, 1.3 million corporate retirement plan participants, and 916,000 banking accounts. Subsidiaries Charles Schwab & Co., Inc. (Schwab), a securities broker-dealer with approximately 300 domestic branch offices in 45 states, as well as a branch in each of the Commonwealth of Puerto Rico and London, England, and serves clients in Hong Kong through one of the company’s subsidiaries. Charles Schwab Bank (Schwab Bank) operates as a federal savings bank located in Reno, Nevada. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab’s proprietary mutual funds, referred to as the Schwab Funds, and Schwab’s exchange-traded funds (the Schwab ETFs). Segments 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 and banking services to individual investors, retirement plan services, and corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services to independent investment advisors, and retirement business services to independent retirement plan advisors and recordkeepers whose plan assets are held at Schwab Bank. Products and Services The company offers a range of products to address individuals’ varying investment and financial needs. Brokerage: The company offers a range of full-feature brokerage accounts; individual retirement accounts; retirement plans for small to large businesses; 529 college savings accounts; designated brokerage accounts; equity incentive plan accounts; and margin loans, as well as access to fixed income securities, equity and debt offerings, options, and futures. Mutual Funds: The company offers third-party mutual funds through Mutual Fund Marketplace, including no-load mutual funds through the Mutual Fund OneSource service, proprietary mutual funds from two fund families – Schwab Funds and Laudus Funds, other third-party mutual funds, and mutual fund trading and clearing services to broker-dealers. ETFs: The company offers third-party and proprietary ETFs, including Schwab ETFs, Schwab ETF OneSource, and separately managed portfolios of ETFs. Advice Solutions: The company offers separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and full-time portfolio management. Banking: The company offers checking accounts linked to brokerage accounts, savings accounts, certificates of deposit, demand deposit accounts, first lien residential real estate mortgage loans, home equity lines of credit, personal loans, and entity lending collateralized by securities. Trust: The company offers trust custody services, personal trust reporting services, and administrative trustee services. Investor Services Through the Investor Services segment, the company provides retail brokerage and banking services to individual investors. The company offers research, analytic tools, performance reports, market analysis, and educational material to all clients. Clients looking for more guidance have access to online portfolio planning tools, professional advice from Schwab’s portfolio consultants who can help develop an investment strategy and carry out investment and portfolio management decisions, as well as a range of fully delegated managed solutions that provide ongoing portfolio management. The company strives to educate and assist clients in the development of investment plans. The company provides various Internet-based research and analysis tools that are designed to help clients achieve investment outcomes. Schwab Equity Ratings is a quantitative model-based stock rating system that provides all clients with ratings on approximately 3,000 stocks, assigning each equity a single grade: A, B, C, D, or F. Schwab Equity Ratings International, an international ranking methodology, cover


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Valuation SCHW Industry Range
Price/Earnings 28.0x
Price/Sales 5.8x
Price/Book 3.3x
Price/Cash Flow 23.0x
TEV/Sales 0.5x

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