The Charles Schwab Corp.

The Charles Schwab Corp.

The Charles Schwab Corp.

Overview
Date Founded

1986

Headquarters

211 MAIN STREET, SAN FRANCISCO, CA, 94105

Type of Company

Public

Employees (Worldwide)

19.7K

Industries

Investment Banking & Brokerage
Investment Services & Portfolio Management

Company Description

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

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Executives & Employees

Founder

President & Chief Executive Officer

Executive Vice President & Chief Financial Officer

Senior Executive Vice President & Chief Operating Officer

Executive Vice President, General Counsel & Corporate Secretary

Executive Vice President & Chief Marketing Officer of the Company & Schwab

Executive Vice President & Chief Technology Officer

Executive Vice President & Chief Information Officer

Chief Strategy Officer & Executive Vice President

Executive Vice President & Chief Digital Officer

Board of Directors

Founder at The Charles Schwab Corp.

Chancellor at Bishop's University

Group President & Chief Executive Officer at TD Bank Group

Chief Technology Officer at Starbucks Corp.

Co-Founder at Phelps Prescott Group LLC

Chief Executive Officer & Director at Trepont Acquisition Corp. I

Co-Chief Operating Officer at Global Financial Solutions, Inc.

Chairman at Kudu Investment Management LLC

Vice Chairman at The National World War II Museum

Secretary & Chief Financial Officer at The Herringer Family Foundation

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The Charles Schwab Corp.
Owners & Shareholders
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TDAM employs various methods of security analysis. The firm’s fixed income investment philosophy is based upon strong and independent credit research. Proprietary research is vital to the firm’s investment process and forms the basis for all of their investment decisions. Within the quantitative investment strategies, TDAM use a number of proprietary risk models to evaluate companies and select investments. The Low Volatility Equity strategy relies on proprietary risk models to construct optimized portfolios of stocks which have demonstrated lower long-term volatility. These risk models use statistical methods to capture the relationships between currency and stock return fluctuations. Similarly, the Systematic Alpha strategy relies on proprietary return factor models, which use statistical methods to determine the properties of stocks that have historically been associated with superior performance. Core factors include value (higher earnings and dividend yields), market sentiment (price momentum and earnings revisions), quality (profitability, operating efficiency, distance-to-default), and corporate management (shareholder friendly practices). Each of these strategies invest in a diversified portfolio of equity securities including, but not limited to, common and preferred stocks, securities convertible into common stocks, ETFs, American Depository Receipts, and real estate investment trusts. Each of these strategies will also invest in money market securities and other cash management vehicles.

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Dodge & Cox employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their investment decisions are made by a team of seasoned investment professionals. The firm’s approach stresses an evaluation of risk relative to opportunity and they seek investments that they believe are undervalued by the market.

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WMC relies on their extensive independent research and include portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has a number of different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. Their portfolio management teams often include dedicated analysts who evaluate securities and other instruments for suitability based on the team’s investment approach. WMC supplements their internal research with external research from sources such as broker/dealers and third-party research firms. These sources typically provide data, research and analysis and may serve as a gauge of market consensus.

Recent Transactions
Details Hidden

The Charles Schwab Corp. purchases Adviser Holdings LLC

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The Charles Schwab Corp., Charles Schwab & Co., Inc. purchase United Services Automobile Association /Brokerage Portfolio from USAA, Inc.

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The Charles Schwab Corp. purchases USAA Investment Services Co. from USAA, Inc.

Insider Transactions
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Transaction Advisors
Accountant

Advised onThe Charles Schwab Corp. purchases United States Trust Co., NA

Accountant

Advised onThe Charles Schwab Corp. purchases McMurrey Investment Advisors, Inc.

Investment Advisor

Advised onUBS AG purchases SoundView Technology Group, Inc. from The Charles Schwab Corp.

Counsel

Advised onThe Charles Schwab Corp. purchases USAA Investment Services Co. from USAA, Inc.

Legal Advisor

Advised onThe Charles Schwab Corp. purchases USAA Investment Services Co. from USAA, Inc.

Legal Advisor

Advised onThe Charles Schwab Corp. purchases USAA Investment Services Co. from USAA, Inc.

Advisors & Consultants
Advisor

Co-Founder at Wuhoover & Co. LLP

Real Estate Agent

Former Managing Principal at DTZ, Inc.

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Clients

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries. We offer investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates; registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker/dealer, and a subsidiary of Morningstar, Inc.

Atlantic Union Bankshares Corp. is a bank holding company which engages in the provision of financial services. The company was founded in July 1993 and is headquartered in Richmond, VA.

Hennessy Advisors, Inc. engages in managing, servicing and marketing open-end mutual funds branded as the Hennessy Funds. It manages domestic equity, multi-asset, or sector and specialty products. The company was founded on February 1, 1989 and is headquartered in Novato, CA.

Key Stats and Financials As of 2019
Market Capitalization
$110B
Total Enterprise Value
$32.9B
Earnings Per Share
$2.67
Revenue
$11.8B
Net Profit
$3.7B
EBITDAMargin
44.33%
EBITDA
$5.22B
Total Debt
$8.08B
Total Equity
$21.7B
Enterprise Value / Sales
2.79x
TEVNet Income
8.87x
Debt TEV
0.25x
Enterprise Value EBITDAOperating
6.16x
Three Year Compounded Annual Growth Rate Of Revenue
15.6%
Political Donations
$1,500
2014
$2,000
2014
$2,500
2014
Investments
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PostX Corp. provides encryption messaging and delivery services. It offers compliance, document delivery, and interactive customer relations. The company was founded by R. C. Venkatraman in 1996 and is headquartered in Cupertino, CA.

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Markit On Demand, Inc. designs and develops websites, reports and tools for the financial industry. The company was founded by John Leslie in 1991 and is headquartered in Boulder, CO.

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CorrectNet, Inc. was provided enterprise data management and web based publishing solutions for asset management and financial businesses. The company was founded by Robert J. Miller in 1997 and was headquartered in Hauppauge, NY.

Investors
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Co-Founder at A Glimmer of Hope Foundation

Suppliers
Alphabet, Inc. Internet Software & Services | Mountain View, CA

Alphabet, Inc. is a holding company, which engages in the business of acquisition and operation of different companies. It operates through the Google and Other Bets segments. The Google segment includes its main Internet products such as ads, Android, Chrome, hardware, Google Cloud, Google Maps, Google Play, Search, and YouTube. The Other Bets segment consists of businesses such as Access, Calico, CapitalG, GV, Verily, Waymo, and X. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Tableau Software LLC Other Business & Consulting Services | Seattle, Washington

Tableau Software LLC engages in the provision of business analytics software products. Its analytics platform is designed for a broad range of use cases such as increasing sales, streamlining operations, improving customer service, managing investments, assessing quality and safety, studying and treating diseases, completing academic research, addressing environmental problems, and improving education. The company was founded by Christian Chabot, Patrick Hanrahan, and Christopher Stolte in January 2003 and is headquartered in Seattle, WA.

DHI Group, Inc. Internet Software & Services | New York, NY

Dice Holdings, Inc. is a leading provider of specialized websites and career fairs for select professional communities. Our websites serve as online marketplaces where employers and recruiters find and recruit prospective employees, and where professionals find relevant job opportunities and information to further their careers. Our mission is to help our customers source and hire the most qualified professionals in select and highly skilled occupations, and to provide those professionals with the best job opportunities in their respective fields, through our specialized websites and services for recruiters, HR managers and marketing leaders. Dice.com, the leading recruiting and career development website for technology and engineering professionals in the United States; Slashdot, a user-generated news, analysis, peer question and professional insight community. Tech professionals moderate the site which averages more than 5,300 comments daily and 3.7 million unique visitors each month; SourceForge, a destination for technology professionals and enthusiasts to develop, download, review and publish open source software, much of which they use in their own organizations. Approximately 80 percent of its roughly 40 million monthly unique visitors are outside the U.S.; Freecode, one of the largest indexes of Linux, Unix and cross-platform software, as well as mobile applications generates nearly 500,000 unique visitors each month; eFinancialCareers.com, the leading global recruiting and career development network of websites for capital markets and financial services professionals, headquartered in the United Kingdom and serving the financial services industry around the world; ClearanceJobs.com, the leading Internet-based career network for professionals with active U.S. government security clearances; Rigzone.com, the market leader in the oil and gas industry delivering content, data, advertising and career services; Health Callings, is a leading online career site dedicated to matching healthcare professionals with the best career opportunities in their profession, while providing engaging career news and advice; Targeted Job Fairs, a leading producer and host of career fairs and open houses focused primarily on technology and security-cleared candidates in the United States. With a more than 20-year track record in meeting the ever-changing needs of companies, recruiters and consultants, our specialty focus and growing professional communities enable employers to reach hard-to-find, experienced professionals. As activities migrate online and the global workforce becomes increasingly specialized, both professionals and employers are demanding access to industry and occupation-specific online recruiting services, career content and information. Each of our websites offers job listings, content, career development, recruiting and marketing services tailored to the specific needs of the professional community that it serves. Professionals use our websites at no cost to manage their careers by posting their resumes, searching our large collections of relevant job postings in highly skilled occupations, and informing themselves to help in their everyday work lives. Our customers pay us to post job listings, access our databases of resumes of highly experienced and qualified professionals and to reach millions of engaged professionals on a regular basis.

Awards & Honors
Rank #401
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #401
2016
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine
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