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)

32K

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 record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Austin, TX.

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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 Technology Officer

Executive Vice President & Chief Information Officer

Executive Vice President & Chief Digital Officer

President & Chief Executive Officer, Charles Schwab Bank

Executive Vice President, Schwab Asset Management Solutions & Chief Executive Officer, Schwab Investment Management, Inc

Board of Directors

Chancellor at Bishop's University

President & Chief Executive Officer at The Charles Schwab Corp.

Group President & Chief Executive Officer at TD Bank Group

Co-Founder at Phelps Prescott Group LLC

Co-Founder at Trepont Acquisition Corp. I

Chief Technology Officer at Starbucks Corp.

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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Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer.

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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.

Recent Transactions
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The Charles Schwab Corp. purchases Adviser Holdings LLC

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

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The Charles Schwab Corp. purchases TD Ameritrade Holding Corp.

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.

General 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

Assured Guaranty is the leading provider of financial guaranty insurance. We guarantee scheduled principal and interest payments when due on municipal, public infrastructure and structured financings. For more than a quarter century, in markets around the world, we have been committed to protecting debt holders from payment defaults and to helping issuers obtain cost-efficient access to capital. We also provide reinsurance to the financial guaranty industry. Our value proposition goes beyond our promise to pay principal and interest to investors in guaranteed financings. We also provide credit underwriting, negotiated terms, surveillance and, if necessary, remediation of the bonds we insure. These benefits create greater value and liquidity for investors. Issuers use our financial guarantees to lower their cost of funds, broaden distribution and diversify funding sources. Assured Guaranty Ltd. is a Bermuda-based insurance holding company that trades on the New York Stock Exchange with the ticker symbol AGO. Together with its subsidiaries, we refer to it as Assured Guaranty.

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 2020
Market Capitalization
$122B
Total Enterprise Value
$22.7B
Earnings Per Share
$2.12
Revenue
$12.1B
Net Profit
$3.3B
EBITDA
$5.19B
EBITDAMargin
42.89%
Total Debt
$14.7B
Total Equity
$56.1B
Enterprise Value / Sales
1.87x
Enterprise Value EBITDAOperating
4.17x
TEVNet Income
6.87x
Debt TEV
0.65x
Three Year Compounded Annual Growth Rate Of Revenue
10.56%
Political Donations
$1,500
2014
$1,500
2014
$2,000
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 StockTwits, Inc.

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Investor at Business Insider, Inc.

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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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