Charles Schwab Corp
Company Profile
Business description
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth-management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion’s share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Contact
3000 Schwab Way
WestlakeTX76262
USAT: +1 817 859-5000
Sector
Financial Services
Stock type
Cyclical
Industry
Capital Markets
Fiscal Year End
31 December 2026
Employees
33,000
Stocks News & Analysis
stocks
This ASX supermarkets business is now underperforming its largest competitor
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,941.10 | 13.00 | -0.15% |
| CAC 40 | 8,114.84 | 0.00 | 0.00% |
| DAX 40 | 24,292.38 | 337.82 | 1.41% |
| Dow JONES (US) | 49,499.27 | 152.87 | -0.31% |
| FTSE 100 | 10,363.93 | 14.89 | -0.14% |
| HKSE | 25,776.53 | 335.31 | -1.28% |
| NASDAQ | 25,114.44 | 222.13 | 0.89% |
| Nikkei 225 | 59,513.12 | 228.20 | 0.38% |
| NZX 50 Index | 13,028.22 | 10.98 | -0.08% |
| S&P 500 | 7,230.12 | 21.11 | 0.29% |
| S&P/ASX 200 | 8,713.10 | 12.50 | -0.14% |
| SSE Composite Index | 4,112.16 | 4.65 | 0.11% |