Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Last $28.39 USD
Change Today +0.17 / 0.60%
Volume 5.3M
As of 8:04 PM 10/12/15 All times are local (Market data is delayed by at least 15 minutes).
text size: T | T
Back to Snapshot
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 wealth management, securities brokerage, banking, money management, and financial advisory services. As of December 31, 2014, the company had 9.4 million active brokerage accounts; 1.4 million corporate retirement plan participants; and 985,000 banking accounts. Subsidiaries Charles Schwab & Co., Inc. (Schwab) is a securities broker-dealer with approximately 325 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 1 of the company’s subsidiaries. Charles Schwab Bank (Schwab Bank) is a federal savings bank located in Reno, Nevada. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor (IA) for Schwab’s proprietary mutual funds, referred to as the Schwab Funds, and Schwab’s exchange-traded funds (ETFs), referred to as the Schwab ETFs. Segments The company provides financial services to individuals and institutional clients through two segments, Investor Services and Advisor Services. Investor Services: This segment provides retail brokerage and banking services to individual investors, retirement plan services, and corporate brokerage services. Advisor Services: This segment provides custodial, trading, and support services to independent IAs, 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. These product offerings comprise: 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 loans and 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 This segment provides retail brokerage and banking services to individual investors. The company offers research, analysis 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 could 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. Schwab strives to educate and assist clients in the development of investment plans. Educational tools include workshops, interactive courses, and online information about investing, from which Schwab does not earn revenue. Additionally, Schwab provides various Internet-based research and analysis tools that are designed to help clients achieve investment outcomes. As an example of such tools, Schwab Equity Ratings is a quantitative model-based stock rating system


Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup
Recently Viewed
SCHW:US $28.39 USD +0.17

SCHW Competitors

Market data is delayed at least 15 minutes.

Company Last Change
BB&T Corp $36.71 USD +0.17
Franklin Resources Inc $38.03 USD -0.82
State Street Corp $69.11 USD +0.34
Thomson Reuters Corp C$53.59 CAD 0.00
Yahoo! Inc $32.86 USD +0.34
View Industry Companies

Industry Analysis


Industry Average

Valuation SCHW Industry Range
Price/Earnings 29.6x
Price/Sales 6.1x
Price/Book 3.2x
Price/Cash Flow 24.1x
TEV/Sales 1.0x

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact SCHWAB (CHARLES) CORP, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at