About Charles Schwab
Charles Schwab is a publicly listed company based in El Paso (United States) founded in 1971 by Charles R Schwab. Financial brokerage and banking services are offered to clients. It operates on a Commission-Based and Subscription Services model. The company has 32,100 employees. Charles Schwab has completed 4 acquisitions, including Soundview, TD Ameritrade and Wasmer Schroeder. Its chief executive, as recorded, is Walter W. Bettinger. Its website schwab.com draws about 94 million monthly visits. Charles Schwab offers products and services including Brokerage Services, Retirement Accounts, and Schwab Bank Checking. Its focus areas include Financials, Capital Markets, Brokerage Services and Banking. Its legal entity is Charles Schwab & Co., Inc. Its competitors include Truist, Equity Bank and Citi; 1 of its 3 listed competitors has raised funding.
Company details
Charles Schwab is established as a prominent entity in the financial sector, offering a wide range of brokerage, banking, and advisory services. Comprehensive investment products including stocks, ETFs, mutual funds, and retirement accounts are provided. Solutions for self-directed investing, automated investing, and wealth management are made available to clients. Banking services through Schwab Bank, including checking and savings accounts, are integrated for investor convenience. The company operates across various segments of the financial industry, ensuring diverse options for individual and institutional clients.
- Headquarters El Paso, United States
- Employees 32,100
- Founders Charles R Schwab
- Stage Public
- SectorsFinancial Services
- Website category Finance · Investing
- Phone•••• ••••
- Website schwab.com
- Social LinkedIn X Facebook YouTube
- Legal Name Charles Schwab Corporation (The)
Products & Services of Charles Schwab
Charles Schwab offers a comprehensive portfolio of products and services, including Brokerage Services, Retirement Accounts, and Schwab Bank Checking.
Brokerage services are provided for investment and trading.
Retirement accounts are offered for future financial security.
Checking accounts are tailored for investor cash management.
Apps and channels of Charles Schwab
Charles Schwab publishes 4 mobile apps with over 2.1M+ downloads; its YouTube channel Charles Schwab has 167K subscribers and 30 videos.
Videos from Charles Schwab
The most watched videos on Charles Schwab's YouTube channel, Charles Schwab (167K subscribers). Click a video to play it here.
More on Charles Schwab.
Funding Insights of Charles Schwab
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Charles Schwab with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 1999 | Series A | – | AirTree | – |
1 investors in total: 1 institutional.
Investors in Charles Schwab
Charles Schwab has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include AirTree.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments are directed toward early-stage tech startups by AirTree. | airtree.vc | Surry Hills, Australia |
Investor details for Charles Schwab
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People of Charles Schwab
775 people are tracked at Charles Schwab (355 in leadership, 12 in board & advisors, 408 in team); the tracked headcount is 32,100.
| Name | Role | Group |
|---|---|---|
Charles R Schwab | Founder | Leadership |
Walter W. Bettinger | President & CEO | Leadership |
Sean Van Moorleghem | Managing Director | Leadership |
Alyssa Duffy | Managing Director & Chief Compliance Officer | Leadership |
Beth Stelluto | Leadership | |
John Greves | Vice President, Head of Multi-Asset Strategies | Leadership |
Steven Becker | Vice President-financial Consultant | Leadership |
Rick Wurster | President & CEO | Leadership |
Michael Hovis | Director, Business Strategy | Leadership |
Mark Keller | Managing Director- Corporate Tax Officer | Leadership |
Khoi Pham | Technical Director | Leadership |
Steven Troy | Director, Strategic Transformation Management | Leadership |
Courtney Cleland Duncan | Managing Director, Product Marketing | Leadership |
Chris Bakke | VP, Financial and Regulatory Reporting | Leadership |
Tanya Morgan | VP, Business Operations | Leadership |
Brian Godfrey | VP, Finance Transformation | Leadership |
Brandon Lind | Director, Principal Architect | Leadership |
Jeannie Bidner | Head Of Branch Network | Leadership |
Kristin Mastrandrea Meza | Director Of Corporate Relations | Leadership |
Matt Hastings | Managing Director, Head of Taxable Bond Strategies | Leadership |
755 more people are available in the full profile.
Complete people profiles for Charles Schwab
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IPO & Listings of Charles Schwab
Charles Schwab is a publicly listed company on the NYSE with ticker symbol SCHW in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date25 Sep 1987
- Listed onNYSE: SCHW
- Listed entityCharles Schwab Corporation (The)
- Exchange sectorFinance
- ISINUS8085131055
- Share price$95.94 (-1.15% on the day) · 2026-10-13
- Market capitalisation$165.91B
- Price to earnings17.4
- EPS (diluted, trailing year)$5.50
- Dividend yield1.28%
- Volume (last session)6,860,830
Financials of Charles Schwab
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $27.68B | $8.85B | $14.34B |
| 2024 | $26.00B | $5.94B | $11.72B |
| 2023 | $25.52B | $5.07B | $10.62B |
| 2022 | $22.31B | $7.18B | $11.29B |
| 2021 | $19.00B | $5.86B | $9.27B |
Detailed financial statements for Charles Schwab
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Investments & Acquisitions by Charles Schwab
Charles Schwab has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Soundview, TD Ameritrade and Wasmer Schroeder.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment management services are provided for businesses. | wasmerschroeder.com | Naples, United States | 1987 | Feb 2020 | •••• | |
Online trading in stocks, forex, futures, and ETFs is facilitated. | tdameritrade.com | Omaha, United States | 1994 | Nov 2019 | $26B | |
Trading platform for multiple assets | optionsxpress.com | Chicago, United States | 2000 | Mar 2011 | $1B | |
Educational resources and tools for corporate training are offered. | summary.com | Kennett Square, United States | 1978 | Nov 2003 | $345M |
Complete acquisition details for Charles Schwab
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Timeline of Charles Schwab
7 dated milestones of Charles Schwab across 49 years, from founding to its latest funding, stage changes and deals.
- Founded Charles Schwab is founded.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round.
- Acquisition Acquires Soundview.
- Acquisition Acquires optionsXpress.
- Acquisition Acquires TD Ameritrade.
- Acquisition Acquires Wasmer Schroeder.
Competitors of Charles Schwab
Charles Schwab has 3 listed competitors in our database, 1 of them funded. They include Truist, Equity Bank and Citi.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| truist.com | 1872 | Charlotte, United States | 55,480 | Wealth advisory and banking services are offered to clients. | ||
| equitybank.com | 2002 | Wichita, United States | $89.7M | Commercial banking services are provided to businesses and individuals. | ||
| citigroup.com | 1812 | New York, United States | 500 | Diversified financial services are offered through commercial banking operations. |
Detailed competitors of Charles Schwab
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Web traffic of Charles Schwab
The website of Charles Schwab (schwab.com) receives about 94M visits a month and ranks #365 among all websites worldwide, #14 in Investing.
- Monthly visits94M
▲ 7.7% vs previous month
- Unique visitors8.5M
per month
- Global rank#365
among all websites
- Category rank#14
Finance · Investing
- Bounce rate23%
- Pages per visit8.2
- Average visit8 min 00 sec
- DevicesDesktop 84% · Mobile 16%
Websites whose visitors overlap most with Charles Schwab. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fidelity.com | 100% | 129.5M | #275 | View details | |
| schwabplan.com | 83% | #29,992 | View details | ||
| fool.com | 74% | 18.6M | #4,241 | View details | |
| robinhood.com | 73% | 40.9M | #1,233 | View details | |
| morningstar.com | 71% | 12.9M | #4,951 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Charles Schwab
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Related news about Charles Schwab
Complete news archive for Charles Schwab
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Frequently Asked Questions about Charles Schwab
Charles Schwab was founded in 1971 and raised its 1st funding round 28 years after it was founded.
Charles Schwab is headquartered in El Paso, United States. It is registered at El Paso, Texas, United States.
Walter W. Bettinger is the CEO of Charles Schwab, as recorded in our data.
Charles Schwab has 32,100 employees.
Annual revenue of Charles Schwab is $27.68B as on Dec 31, 2025.
Charles Schwab is established as a prominent entity in the financial sector, offering a wide range of brokerage, banking, and advisory services. Comprehensive investment products including stocks, ETFs, mutual funds, and retirement accounts are provided. Solutions for self-directed investing, automated investing, and wealth management are made available to clients. Banking services through Schwab Bank, including checking and savings accounts, are integrated for investor convenience. The company operates across various segments of the financial industry, ensuring diverse options for individual and institutional clients.
Charles Schwab's top competitors include Truist, Citi and Equity Bank.
Charles Schwab offers Brokerage Services, Retirement Accounts, and Schwab Bank Checking.
Yes, Charles Schwab is publicly traded on NYSE under the ticker symbol SCHW.
Charles Schwab has made 4 acquisitions, including Soundview, TD Ameritrade, and Wasmer Schroeder.
Charles Schwab has 1 investor. Key investors include AirTree.
Charles Schwab operates through Charles Schwab & Co., Inc..