596:. In September 1975, Schwab opened its first branch in Sacramento, CA, and started offering discount brokerage services. In 1977, Schwab began offering seminars to clients, and by 1978, Schwab had 45,000 client accounts total, doubling to 84,000 in 1979. In 1979, Schwab risked $ 500,000 on a back-office settlement system called BETA (short for Brokerage Execution and Transaction Analysis), enabling Schwab to become the first discount broker to bring automation in house. In 1980, Schwab established the industry's first 24-hour quotation service, and the total of client accounts grew to 147,000. In 1981, Schwab became a member of the
585:, an investment newsletter. At its height, the newsletter had 3,000 subscribers, each paying $ 84 a year to subscribe. In April 1971, the firm was incorporated in California as First Commander Corporation, a wholly owned subsidiary of Commander Industries, Inc., for traditional brokerage services and to publish the Schwab investment newsletter. In November of that year, Schwab and four others purchased all the stock from Commander Industries, Inc., and in 1972, Schwab bought all the stock from what was once Commander Industries. In 1973, the company name changed to Charles Schwab & Co., Inc.
38:
29:
559:
615:. In 1987, management, including Charles R. Schwab, bought the company back from Bank of America for $ 280 million. In 1991, the company acquired Mayer & Schweitzer, a market making firm, allowing Schwab to execute its customers' orders without sending them to an exchange. In 1997, it was fined $ 200,000 for failing to arrange the best trades for its customers. The unit was renamed Schwab Capital Markets in 2000. In 1993, the company opened an office in
3191:
2569:
2577:
3217:
379:
358:
337:
319:
299:
275:
3229:
800:
clients. It was determined that between March 2015 to
November 2018, Charles Schwab misled customers and prospective investors by allowing them to believe that its robo-advisor service had no hidden fees, and it did not inform the clients about the cash drag on their investments. The SEC stated that
627:
for $ 2.73 billion. In 2001, less than a year after the acquisition of U.S. Trust, the U.S. Trust subsidiary was fined $ 10 million in a bank secrecy law case. It was ordered to pay $ 5 million to the New York State
Banking Department and $ 5 million to the Federal Reserve Board.
622:
In 1995, the company acquired The
Hampton Company, founded by Walter W. Bettinger, who became CEO of Schwab in 2008. In 1996, Web trading went live, letting customers trade listed and OTC stocks, or check balances and the status of orders on the schwab.com website. In 1998, dissatisfied by in-house
643:
capabilities. David S. Pottruck, who had spent the majority of his 20 years at the brokerage as
Charles R. Schwab's right-hand man, shared the CEO title with the company's founder from 1998 to 2003. In May 2003, Mr. Schwab stepped down, and gave Pottruck sole control as CEO. On July 24, 2004, the
647:
After coming back into control, Mr. Schwab conceded that the company had "lost touch with our heritage", and quickly refocused the business on providing financial advice to individual investors. He also rolled back
Pottruck's fee hikes. The company rebounded, and earnings began to turn around in
644:
company's board fired
Pottruck, replacing him with its founder and namesake. News of Pottruck's removal came as the firm had announced that overall profit had dropped 10%, to $ 113 million, for the second quarter, driven largely by a 26% decline in revenue from customer stock trading.
648:
2005, as did the stock. The share price was up as high as 151% since
Pottruck's removal, ten times since the return of Charles Schwab. The company's net transfer assets, or assets that come from other firms, quadrupled from 2004 to 2008. Schwab's YieldPlus fund drew controversy during the
801:
the company has made money from cash allocations in the robo-advisor portfolios by sweeping cash to its affiliated bank, loaning it out, and keeping the difference between the interest it earned on the loans and what it paid in interest to the robo-advisor clients.
600:, and the total of client accounts grew to 222,000. In 1982, Schwab became the first to offer 24/7 order entry and quote service, its first international office was opened in Hong Kong, and the number of client accounts totaled 374,000.
652:
because of its -31.7% return. Investors in the Schwab YieldPlus Fund, including
Charles Schwab himself, lost $ 1.1 billion. Schwab closed the YieldPlus funds in 2011. In April 2007, the company acquired The 401(k) Company.
623:
results, the company hired interactive firm
Razorfish to redesign the website. Years later the website would be entered in the Cooper-Hewitt Museum's inaugural National Design Triennial. In 2000, Schwab purchased
674:
On July 1, 2020, the company acquired Wasmer, Schroeder & Company, an independent investment manager of fixed income in separately managed accounts with $ 10.7 billion in assets under management.
3259:
3284:
840:
1841:
1228:
3279:
3264:
1430:
775:(CP+B) as its lead creative agency with Havas Worldwide remaining to create ads for ActiveTrader and optionsXpress. The company launched an advertising campaign by CP+B with the slogan
796:
In June 2022, the U.S. Securities and
Exchange Commission ordered the company to pay $ 187 million to settle its charges for failing to disclose fund allocations and fees for its
1545:
1390:
1412:
1368:
3146:
1344:
667:
In 2011, the company acquired OptionsXpress. The company also acquired Compliance11, Inc., a provider of compliance software. In 2012, it acquired ThomasPartners, an
542:
financed the bank's investments in technology, automation, and digital record keeping. The first to offer round-clock order entry and quotation, it was purchased by
3254:
3025:
1834:
1128:
495:
by assets. As of December 31, 2023, it had $ 8.5 trillion in client assets, 34.8 million active brokerage accounts, 5.2 million corporate
105:
2487:
2611:
3249:
2203:
1508:
810:
492:
1452:
1827:
1584:
2572:
1667:
1232:
929:
1707:
948:
901:
865:
589:
2441:
1686:
1467:
1434:
3269:
973:
1089:
1526:
1186:
2410:
1251:
2085:
1394:
1004:
291:
1416:
1966:
1372:
820:
1022:
2745:
2390:
1488:
1143:
1043:
649:
2604:
2385:
1687:"Ad of the Day: Meet Charles Schwab's New Intelligent, Nonhuman Pitchman: CP+B builds embodiment of the company's robo-adviser"
1472:
897:
861:
3274:
3141:
2580:
2497:
1996:
1565:
1208:
1354:
1163:
3020:
2274:
2071:
1647:
3207:
1064:
2451:
2264:
2110:
2056:
1936:
539:
3126:
2513:
2115:
3289:
3194:
2597:
636:
765:
in 2005. "Talk to Chuck" campaign appeared in print media, online, billboards, and branch offices. A blog post in
2710:
2700:
2425:
2420:
2046:
2016:
2011:
1971:
1926:
772:
145:
2523:
2518:
2400:
2354:
2208:
2136:
2026:
2001:
1981:
771:
described the ads as effective because they included a single memorable phrase. In February 2013, Schwab hired
527:
1605:
1625:
2561:
2415:
2405:
2375:
2344:
2120:
2105:
1956:
1806:
1631:
1349:
767:
657:
330:
79:
2853:
2833:
2539:
2380:
2300:
2177:
1890:
1875:
531:
1279:
1895:
1096:
563:
472:
396:
254:
37:
958:
3136:
3131:
2969:
2818:
2813:
2654:
2482:
2466:
2151:
1991:
1941:
571:
279:
2828:
2755:
695:
Effective on January 1, 2021, the company moved its headquarters from San Francisco, California to
558:
249:
28:
3171:
2994:
2929:
2878:
2244:
2213:
2066:
1910:
1328:
1257:
1192:
1169:
1070:
1048:
1028:
883:
750:
661:
500:
259:
226:
122:
2254:
1300:
2959:
2858:
2456:
2395:
2359:
1931:
1740:
1284:
1000:
953:
578:
519:
484:
402:
244:
156:
3233:
3176:
3101:
2848:
2735:
2446:
2146:
2021:
1986:
1609:
1569:
1322:
668:
546:
in 1983 for $ 55 million. Three years later, the profitability of the bank's no-charge
488:
371:
231:
186:
783:
reported on marketing material created by CP+B for Schwab's Intelligent Portfolio service.
660:, was named chief executive, succeeding the company's namesake. Charles R. Schwab remained
491:, primarily in financial centers in the United States and the United Kingdom. It is on the
3161:
2914:
2730:
2715:
2695:
2664:
2461:
2249:
2239:
2234:
2187:
1951:
1905:
746:
696:
640:
629:
608:
593:
543:
508:
496:
480:
166:
43:
3156:
3040:
3004:
2949:
2934:
2781:
2725:
2182:
2172:
2031:
1976:
1262:
1075:
62:
1754:
Charles Schwab: How one company beat Wall Street and reinvented the brokerage industry
1147:
996:
Charles Schwab: How One Company Beat Wall Street and Reinvented the Brokerage Industry
3243:
2685:
2659:
2349:
2305:
2167:
2061:
1885:
1671:
1550:
1530:
1512:
1438:
1398:
1376:
1236:
933:
930:"Schwab Charitable Facilitates More Than $ 1.5 Billion in Grants in Fiscal Year 2017"
689:
664:
of the company and said that he would "continue to serve as a very active chairman".
604:
504:
70:
3221:
3076:
3060:
2873:
2868:
2843:
2669:
2324:
1880:
1819:
1317:
815:
797:
758:
523:
47:
1648:"Charles Schwab Completes Creative Search: Crispin outstrips Fallon for lead role"
685:
In June 2020, the company began allowing investors to purchase fractional shares.
1801:
1757:
994:
111:
3166:
3151:
3096:
3050:
2919:
2904:
2888:
2791:
2720:
2690:
2639:
2492:
2339:
879:
612:
547:
236:
632:
for $ 3.3 billion in cash. The deal closed in the second quarter of 2007.
3035:
2999:
2944:
2838:
2798:
2705:
1764:
Entrepreneurial Megabucks: The 100 Greatest Entrepreneurs of the Last 25 Years
841:"Charles Schwab gives date for HQ designation move from San Francisco to D-FW"
624:
567:
311:
94:
88:
1231:(Press release). Charles Schwab Corporation. January 16, 2004. Archived from
915:
3055:
2989:
2954:
2765:
2740:
2649:
2279:
2259:
2141:
1946:
978:
487:
advisory services to both retail and institutional clients. It has over 380
51:
1668:"Charles Schwab Launches New Campaign Celebrating the Spirit of Engagement"
1585:"Charles Schwab to Officially Move Headquarters to Denton County on Jan. 1"
1796:
628:
On November 20, 2006, Schwab announced an agreement to sell U.S. Trust to
2979:
2964:
2803:
2760:
2750:
1900:
1860:
1090:"Schwab and TD Waterhouse Join Forces to Build New UK Market Making Firm"
762:
1129:"Charles Schwab acquired The Hampton Co., a defined benefit and defined"
3081:
3045:
2984:
2974:
2808:
2006:
1811:
1589:
1415:(Press release). Charles Schwab Corp. November 16, 2011. Archived from
862:"US SEC: The Charles Schwab Corporation 2023 Annual Report (Form 10-K)"
753:. The company launched a series of television ads featuring the slogan
535:
83:
1453:"Schwab Completes Acquisition of Wasmer, Schroeder & Company, LLC"
1433:(Press release). Charles Schwab Corp. October 15, 2012. Archived from
1146:. American Institute of Graphic Arts. January 25, 2006. Archived from
1113:
499:
participants, and 1.8 million banking accounts. It also offers a
3121:
3086:
2924:
2909:
2883:
2644:
2310:
2100:
2036:
1691:
1652:
1393:(Press release). Charles Schwab Corp. August 31, 2011. Archived from
1213:
780:
616:
550:
prompted the founder to buy his company back for $ 280 million.
2589:
2269:
1708:"Charles Schwab subsidiaries to pay $ 187 mln to settle SEC charges"
1371:(Press release). Charles Schwab Corp. April 2, 2007. Archived from
3091:
2939:
2295:
2229:
2051:
682:'s investment management accounts for $ 1.8 billion in cash.
557:
349:
1747:
Contemporary American business leaders: a biographical dictionary
611:
for $ 55 million. In 1984, the company launched 140 no-load
3030:
2863:
2823:
2041:
1670:(Press release). Charles Schwab Corp. June 12, 2013 – via
1493:
932:(Press release). Charles Schwab Corp. July 10, 2017 – via
679:
597:
476:
2593:
1823:
1606:"Money Toons: The distinctive animated ads from Charles Schwab"
1566:"Charles Schwab completes its $ 26B purchase of TD Ameritrade"
433:
730:
Charles R. Schwab and David S. Pottruck (1998–2003); co-CEO's
1229:"Schwab Completes Acquisition of SoundView Technology Group"
503:
for clients seeking to donate securities. It was founded in
1187:"U.S. Trust Is Fined $ 10 Million in Bank Secrecy-Law Case"
483:, investing and related services including consulting, and
1785:
1489:"Charles Schwab to buy USAA assets in $ 1.8 billion deal"
1468:"Schwab completes purchase of USAA Investment Management"
444:
1769:
Willis, Rod. "Charles Schwab: High-Tech Horatio Alger?"
592:
allowed negotiated commission rates and Schwab set up a
1546:"Charles Schwab completes acquisition of TD Ameritrade"
1509:"Schwab Announces Availability of Schwab Stock Slices™"
1431:"Schwab Announces Agreement to Acquire Thomas Partners"
1132:. Pensions & Investments Online. November 9, 1995.
3205:
792:
Failure to disclose robo-advisor fees and allocations
3285:
Investment management companies of the United States
1369:"Schwab Completes Acquisition of The 401(k) Company"
656:
On July 22, 2008, Walter W. Bettinger, the previous
3114:
3069:
3013:
2897:
2774:
2678:
2632:
2625:
2532:
2506:
2475:
2434:
2368:
2332:
2323:
2288:
2222:
2196:
2160:
2129:
2093:
2084:
1919:
1868:
1859:
1413:"Schwab Completes Acquisition of Compliance11, Inc"
1280:"Charles Schwab steps down as CEO of his brokerage"
425:
412:
389:
369:
347:
329:
309:
289:
268:
219:
194:
173:
162:
152:
128:
118:
104:
68:
58:
3260:Companies based in the Dallas–Fort Worth metroplex
1624:
1321:
1299:Deng, Geng; McCann, Craig; O'Neal, Edward (2010).
1250:
1185:
1162:
1127:
1063:
1021:
974:"Icons: Schwab still roots for the small investor"
949:"Schwab Completes Buyout of Brokerage From B of A"
530:of equity securities. After a flagship opening in
3147:List of mutual-fund families in the United States
3280:Financial services companies established in 1971
1044:"Company News; Charles Schwab In an Acquisition"
1023:"Bank America Is Selling Schwab Unit to Founder"
3265:Companies listed on the New York Stock Exchange
1527:"Schwab Completes Acquisition of TD Ameritrade"
1419:on September 3, 2023 – via Business Wire.
1391:"Schwab Completes Acquisition of optionsXpress"
1345:"Schwab shuttering beleaguered YieldPlus funds"
1306:. Securities Litigation & Consulting Group.
3026:Citibank International Personal Bank Singapore
1792:Business data for Charles Schwab Corporation:
2605:
1835:
1164:"Schwab to Pay $ 2.73 Billion For U.S. Trust"
8:
2488:Mitsubishi UFJ Trust and Banking Corporation
749:(then called Euro RSCG) as its full-service
21:
1252:"Schwab To Buy Soundview For $ 321 Million"
522:, the company capitalized on the financial
2629:
2612:
2598:
2590:
2576:
2329:
2090:
1865:
1856:
1842:
1828:
1820:
1623:Higgins, Michelle Perry (August 6, 2014).
1108:
1106:
1065:"Schwab Unit Agrees to Pay $ 200,000 Fine"
811:List of largest banks in the United States
736:Charles R. Schwab (2004–2008); second term
493:list of largest banks in the United States
20:
688:On October 6, 2020, the company acquired
1323:"At Schwab, Unkept Promise To Investors"
1020:Fisher, Lawrence M. (February 3, 1987).
3212:
1745:Ingham, John N., and Lynne B. Feldman.
1274:
1272:
902:U.S. Securities and Exchange Commission
866:U.S. Securities and Exchange Commission
832:
590:U.S. Securities and Exchange Commission
3255:American companies established in 1971
2442:Aditya Birla Sun Life Asset Management
1646:Beltrone, Gabriel (February 7, 2013).
1161:McGeehan, Patrick (January 14, 2000).
757:by Euro RSCG and directed/animated by
678:On May 26, 2020, the company acquired
143:(as Charles Schwab & Co., Inc.) in
856:
854:
852:
850:
418:
7:
1685:Gianatasio, David (March 12, 2015).
1626:"Why 'Talk to Chuck' Was a Great Ad"
1604:Stevenson, Seth (December 5, 2005).
2411:ICBC Credit Suisse Asset Management
1737:Banking and Finance on the Internet
1583:Jones, Hannah (December 28, 2020).
1209:"Bank of America To Buy U.S. Trust"
916:"Schwab Charitable - Where to Give"
717:Walter W. Bettinger II (since 2008)
16:American financial services company
1706:Johnson, Katanga (June 13, 2022).
1343:Pender, Kathleen (June 24, 2011).
1207:Lipton, Josh (November 20, 2006).
14:
3250:1971 establishments in California
1773:(Sept. 1986) 75#9 pp. 17–20.
1544:Baguios, John (October 6, 2020).
1437:on September 3, 2023 – via
1397:on September 3, 2023 – via
1144:"The Artless Website: schwab.com"
972:Waggoner, John (April 11, 2013).
821:Financial District, San Francisco
816:Deregulation in the United States
635:In January 2004, Schwab acquired
3227:
3215:
3190:
3189:
2575:
2568:
2567:
2391:China Universal Asset Management
1850:Major asset management companies
1466:Santana, Steven (May 26, 2020).
1184:Brick, Michael (July 14, 2001).
947:John M. Broder (April 1, 1987).
581:and two other partners launched
378:
377:
357:
356:
336:
335:
318:
317:
298:
297:
274:
273:
36:
27:
2386:China Southern Asset Management
1739:(John Wiley & Sons, 1998).
1487:Cullen, Terri (July 26, 2019).
1473:American City Business Journals
1301:"Charles Schwab YieldPlus Risk"
779:that same year. In March 2015,
722:List of former chief executives
460:Footnotes / references
3142:List of asset management firms
2498:Sumitomo Mitsui Trust Holdings
1756:(John Wiley & Sons, 2002).
1455:(Press release). July 1, 2020.
745:In 2004, Charles Schwab chose
711:Charles R. Schwab (since 1971)
639:for $ 345 million to add
469:The Charles Schwab Corporation
241:Investing and related services
22:The Charles Schwab Corporation
1:
2275:Royal London Asset Management
1749:(Greenwood, 1990). pp 566–71.
1375:on July 27, 2020 – via
1235:on July 27, 2020 – via
1116:. Charles Schwab Corporation.
733:David S. Pottruck (2003–2004)
727:Charles R. Schwab (1971–1998)
562:A Charles Schwab location in
471:is an American multinational
180:
3270:Electronic trading platforms
2452:ICICI Prudential Mutual Fund
2265:Newton Investment Management
2111:BNP Paribas Asset Management
2057:State Street Global Advisors
3127:Electronic trading platform
2514:Mirae Asset Financial Group
2116:Natixis Investment Managers
134:; 53 years ago
3306:
3195:Category:Online brokerages
637:SoundView Technology Group
607:purchased the company for
507:, and is headquartered in
473:financial services company
3185:
2556:
2426:Zhong Ou Asset Management
2421:Tianhong Asset Management
2017:New York Life Investments
1927:Affiliated Managers Group
1855:
999:. John Wiley & Sons.
534:, the bank expanded into
524:deregulation of the 1970s
505:San Francisco, California
458:
146:San Francisco, California
35:
26:
2524:Shinhan Asset Management
2519:Samsung Asset Management
2401:Fullgoal Fund Management
2355:Magellan Financial Group
2209:Coronation Fund Managers
2137:Allianz Global Investors
773:Crispin Porter + Bogusky
540:1980s economic expansion
518:in 1971 by its namesake
516:Charles Schwab & Co.
2416:Penghua Fund Management
2406:Harvest Fund Management
2376:Bosera Asset Management
2345:First Sentier Investors
2121:Ostrum Asset Management
2106:AXA Investment Managers
1632:The Wall Street Journal
1350:San Francisco Chronicle
768:The Wall Street Journal
658:chief operating officer
212:(co-chairman & CEO)
2540:Eastspring Investments
2381:China Asset Management
2301:Fidelity International
2178:Assicurazioni Generali
1891:Guardian Capital Group
918:. Charles Schwab Corp.
574:
532:Sacramento, California
421:33,000 (December 2023)
209:Walter W. Bettinger II
3275:Exchange-traded funds
2072:Wellington Management
1967:Columbia Threadneedle
1896:Mackenzie Investments
1097:Toronto-Dominion Bank
650:2007 financial crisis
561:
397:Toronto-Dominion Bank
255:Investment management
250:Investment portfolios
3137:Fundamental analysis
3132:Financial innovation
2970:Interactive Investor
2819:Firstrade Securities
2814:Fidelity Investments
2655:RBC Direct Investing
2483:Asset Management One
2467:UTI Asset Management
2152:Universal Investment
1992:Fidelity Investments
1942:Ameriprise Financial
1320:(January 14, 2011).
1265:. November 20, 2003.
993:Kador, John (2002).
868:. February 23, 2024.
583:Investment Indicator
572:Princeton University
46:headquarters at the
2829:Interactive Brokers
2756:Reliance Securities
2660:TD Direct Investing
2255:Legal & General
1099:. January 31, 2001.
414:Number of employees
175:Number of locations
23:
3172:Technical analysis
2995:Standard Chartered
2879:The Vanguard Group
2245:Insight Investment
1997:Franklin Templeton
1911:Sun Life Financial
1762:Silver, A. David.
1572:. October 6, 2020.
1533:. October 6, 2020.
1329:The New York Times
1258:The New York Times
1193:The New York Times
1170:The New York Times
1071:The New York Times
1049:The New York Times
1029:The New York Times
961:on April 29, 2019.
843:. October 8, 2020.
751:advertising agency
662:executive chairman
575:
501:donor advised fund
481:commercial banking
341:US$ 8.517 trillion
282:18.84 billion
260:Financial planning
227:Commercial banking
123:Financial services
3290:Online brokerages
3203:
3202:
3110:
3109:
2960:HSBC InvestDirect
2620:Online brokerages
2587:
2586:
2565:
2552:
2551:
2548:
2547:
2457:Kotak Mutual Fund
2396:E Fund Management
2319:
2318:
2080:
2079:
1932:AllianceBernstein
1771:Management Review
1529:(Press release).
1511:(Press release).
1357:on July 27, 2020.
1285:Los Angeles Times
1150:on July 27, 2020.
1114:"Company history"
1095:(Press release).
1078:October 22, 1997.
954:Los Angeles Times
898:"Proxy statement"
777:Own Your Tomorrow
703:Senior leadership
579:Charles R. Schwab
520:Charles R. Schwab
485:wealth management
466:
465:
403:Charles R. Schwab
383:US$ 40.96 billion
362:US$ 493.2 billion
323:US$ 5.067 billion
303:US$ 6.378 billion
245:Wealth management
203:Charles R. Schwab
157:Charles R. Schwab
3297:
3232:
3231:
3230:
3220:
3219:
3218:
3211:
3193:
3192:
3177:Trading strategy
2849:Moomoo (company)
2736:Kotak Securities
2711:Geojit Financial
2630:
2614:
2607:
2600:
2591:
2579:
2578:
2571:
2570:
2560:Methodology: By
2558:
2447:Axis Mutual Fund
2330:
2147:Union Investment
2091:
2022:Neuberger Berman
1987:Federated Hermes
1866:
1857:
1844:
1837:
1830:
1821:
1789:
1788:
1786:Official website
1735:Cronin, Mary J.
1723:
1722:
1720:
1718:
1703:
1697:
1696:
1682:
1676:
1675:
1664:
1658:
1657:
1643:
1637:
1636:
1628:
1620:
1614:
1613:
1601:
1595:
1594:
1580:
1574:
1573:
1570:Associated Press
1562:
1556:
1555:
1541:
1535:
1534:
1523:
1517:
1516:
1505:
1499:
1498:
1484:
1478:
1477:
1463:
1457:
1456:
1449:
1443:
1442:
1427:
1421:
1420:
1409:
1403:
1402:
1387:
1381:
1380:
1365:
1359:
1358:
1353:. Archived from
1340:
1334:
1333:
1325:
1314:
1308:
1307:
1305:
1296:
1290:
1289:
1288:. July 22, 2008.
1276:
1267:
1266:
1254:
1247:
1241:
1240:
1225:
1219:
1218:
1204:
1198:
1197:
1189:
1181:
1175:
1174:
1166:
1158:
1152:
1151:
1140:
1134:
1133:
1131:
1124:
1118:
1117:
1110:
1101:
1100:
1094:
1086:
1080:
1079:
1067:
1060:
1054:
1053:
1040:
1034:
1033:
1025:
1017:
1011:
1010:
990:
984:
983:
969:
963:
962:
957:. Archived from
944:
938:
937:
926:
920:
919:
912:
906:
905:
904:. April 5, 2024.
894:
888:
887:
880:"Charles Schwab"
876:
870:
869:
858:
845:
844:
837:
763:Flat Black Films
715:Chief Executive:
669:asset management
451:
448:
446:
440:
437:
435:
420:
384:
381:
380:
374:
365:
363:
360:
359:
352:
342:
339:
338:
324:
321:
320:
304:
301:
300:
292:Operating income
285:
283:
277:
276:
232:Personal banking
190:
185:
182:
142:
140:
135:
114:
40:
31:
24:
3305:
3304:
3300:
3299:
3298:
3296:
3295:
3294:
3240:
3239:
3238:
3228:
3226:
3216:
3214:
3206:
3204:
3199:
3181:
3162:Stock valuation
3106:
3065:
3009:
2893:
2770:
2731:Karvy Corporate
2716:HDFC securities
2674:
2665:Virtual Brokers
2621:
2618:
2588:
2583:
2566:
2544:
2528:
2502:
2471:
2462:SBI Mutual Fund
2430:
2364:
2315:
2284:
2250:Janus Henderson
2240:Baillie Gifford
2235:Aviva Investors
2218:
2192:
2188:Eurizon Capital
2156:
2125:
2076:
1977:Dodge & Cox
1952:BNY Investments
1915:
1906:Power Financial
1851:
1848:
1816:
1784:
1783:
1780:
1732:
1730:Further reading
1727:
1726:
1716:
1714:
1705:
1704:
1700:
1684:
1683:
1679:
1666:
1665:
1661:
1645:
1644:
1640:
1622:
1621:
1617:
1603:
1602:
1598:
1582:
1581:
1577:
1564:
1563:
1559:
1543:
1542:
1538:
1525:
1524:
1520:
1515:. June 2, 2020.
1507:
1506:
1502:
1486:
1485:
1481:
1465:
1464:
1460:
1451:
1450:
1446:
1429:
1428:
1424:
1411:
1410:
1406:
1389:
1388:
1384:
1367:
1366:
1362:
1342:
1341:
1337:
1316:
1315:
1311:
1303:
1298:
1297:
1293:
1278:
1277:
1270:
1249:
1248:
1244:
1227:
1226:
1222:
1206:
1205:
1201:
1183:
1182:
1178:
1160:
1159:
1155:
1142:
1141:
1137:
1126:
1125:
1121:
1112:
1111:
1104:
1092:
1088:
1087:
1083:
1062:
1061:
1057:
1052:. June 6, 1991.
1042:
1041:
1037:
1019:
1018:
1014:
1007:
992:
991:
987:
971:
970:
966:
946:
945:
941:
928:
927:
923:
914:
913:
909:
896:
895:
891:
878:
877:
873:
860:
859:
848:
839:
838:
834:
829:
807:
794:
789:
747:Havas Worldwide
743:
724:
705:
697:Westlake, Texas
641:equity research
630:Bank of America
609:Bank of America
594:stock brokerage
556:
544:Bank of America
509:Westlake, Texas
497:retirement plan
462:
454:
443:
432:
415:
408:
382:
370:
361:
355:
348:
340:
322:
314:
302:
294:
278:
272:
264:
215:
197:
183:
179:
176:
167:Westlake, Texas
144:
138:
136:
133:
110:
100:
73:
54:
44:U.S. East Coast
17:
12:
11:
5:
3303:
3301:
3293:
3292:
3287:
3282:
3277:
3272:
3267:
3262:
3257:
3252:
3242:
3241:
3237:
3236:
3224:
3201:
3200:
3198:
3197:
3186:
3183:
3182:
3180:
3179:
3174:
3169:
3164:
3159:
3157:Stock exchange
3154:
3149:
3144:
3139:
3134:
3129:
3124:
3118:
3116:
3112:
3111:
3108:
3107:
3105:
3104:
3099:
3094:
3089:
3084:
3079:
3073:
3071:
3067:
3066:
3064:
3063:
3058:
3053:
3048:
3043:
3041:Integral Forex
3038:
3033:
3028:
3023:
3017:
3015:
3011:
3010:
3008:
3007:
3005:Trade Republic
3002:
2997:
2992:
2987:
2982:
2977:
2972:
2967:
2962:
2957:
2952:
2950:Finam Holdings
2947:
2942:
2937:
2935:Dukascopy Bank
2932:
2927:
2922:
2917:
2912:
2907:
2901:
2899:
2895:
2894:
2892:
2891:
2886:
2881:
2876:
2871:
2866:
2861:
2856:
2851:
2846:
2841:
2836:
2831:
2826:
2821:
2816:
2811:
2806:
2801:
2796:
2795:
2794:
2787:Charles Schwab
2784:
2782:Ally Financial
2778:
2776:
2772:
2771:
2769:
2768:
2763:
2758:
2753:
2748:
2743:
2738:
2733:
2728:
2726:India Infoline
2723:
2718:
2713:
2708:
2703:
2698:
2693:
2688:
2682:
2680:
2676:
2675:
2673:
2672:
2667:
2662:
2657:
2652:
2647:
2642:
2636:
2634:
2627:
2623:
2622:
2619:
2617:
2616:
2609:
2602:
2594:
2585:
2584:
2557:
2554:
2553:
2550:
2549:
2546:
2545:
2543:
2542:
2536:
2534:
2530:
2529:
2527:
2526:
2521:
2516:
2510:
2508:
2504:
2503:
2501:
2500:
2495:
2490:
2485:
2479:
2477:
2473:
2472:
2470:
2469:
2464:
2459:
2454:
2449:
2444:
2438:
2436:
2432:
2431:
2429:
2428:
2423:
2418:
2413:
2408:
2403:
2398:
2393:
2388:
2383:
2378:
2372:
2370:
2366:
2365:
2363:
2362:
2357:
2352:
2347:
2342:
2336:
2334:
2327:
2321:
2320:
2317:
2316:
2314:
2313:
2308:
2303:
2298:
2292:
2290:
2286:
2285:
2283:
2282:
2277:
2272:
2267:
2262:
2257:
2252:
2247:
2242:
2237:
2232:
2226:
2224:
2220:
2219:
2217:
2216:
2211:
2206:
2200:
2198:
2194:
2193:
2191:
2190:
2185:
2183:Azimut Holding
2180:
2175:
2173:ARCA Fondi SGR
2170:
2164:
2162:
2158:
2157:
2155:
2154:
2149:
2144:
2139:
2133:
2131:
2127:
2126:
2124:
2123:
2118:
2113:
2108:
2103:
2097:
2095:
2088:
2082:
2081:
2078:
2077:
2075:
2074:
2069:
2067:Vanguard Group
2064:
2059:
2054:
2049:
2044:
2039:
2034:
2032:Northern Trust
2029:
2024:
2019:
2014:
2009:
2004:
1999:
1994:
1989:
1984:
1979:
1974:
1969:
1964:
1962:Charles Schwab
1959:
1954:
1949:
1944:
1939:
1934:
1929:
1923:
1921:
1917:
1916:
1914:
1913:
1908:
1903:
1898:
1893:
1888:
1883:
1878:
1872:
1870:
1863:
1853:
1852:
1849:
1847:
1846:
1839:
1832:
1824:
1818:
1817:
1815:
1814:
1809:
1804:
1799:
1793:
1790:
1779:
1778:External links
1776:
1775:
1774:
1767:
1760:
1750:
1743:
1731:
1728:
1725:
1724:
1698:
1677:
1659:
1638:
1615:
1596:
1575:
1557:
1551:S&P Global
1536:
1518:
1500:
1479:
1458:
1444:
1422:
1404:
1382:
1360:
1335:
1309:
1291:
1268:
1263:Bloomberg News
1242:
1220:
1199:
1176:
1153:
1135:
1119:
1102:
1081:
1076:Bloomberg L.P.
1055:
1035:
1012:
1006:978-0471434313
1005:
985:
964:
939:
921:
907:
889:
871:
846:
831:
830:
828:
825:
824:
823:
818:
813:
806:
803:
793:
790:
788:
785:
742:
739:
738:
737:
734:
731:
728:
723:
720:
719:
718:
712:
704:
701:
555:
552:
528:discount sales
464:
463:
456:
455:
453:
452:
441:
429:
427:
423:
422:
416:
413:
410:
409:
407:
406:
400:
393:
391:
387:
386:
375:
367:
366:
353:
345:
344:
333:
327:
326:
315:
310:
307:
306:
295:
290:
287:
286:
270:
266:
265:
263:
262:
257:
252:
247:
242:
239:
234:
229:
223:
221:
217:
216:
214:
213:
210:
207:
204:
200:
198:
195:
192:
191:
177:
174:
171:
170:
164:
160:
159:
154:
150:
149:
130:
126:
125:
120:
116:
115:
108:
102:
101:
99:
98:
92:
86:
76:
74:
69:
66:
65:
60:
56:
55:
42:The company's
41:
33:
32:
15:
13:
10:
9:
6:
4:
3:
2:
3302:
3291:
3288:
3286:
3283:
3281:
3278:
3276:
3273:
3271:
3268:
3266:
3263:
3261:
3258:
3256:
3253:
3251:
3248:
3247:
3245:
3235:
3225:
3223:
3213:
3209:
3196:
3188:
3187:
3184:
3178:
3175:
3173:
3170:
3168:
3165:
3163:
3160:
3158:
3155:
3153:
3150:
3148:
3145:
3143:
3140:
3138:
3135:
3133:
3130:
3128:
3125:
3123:
3120:
3119:
3117:
3113:
3103:
3100:
3098:
3095:
3093:
3090:
3088:
3085:
3083:
3080:
3078:
3075:
3074:
3072:
3068:
3062:
3059:
3057:
3054:
3052:
3049:
3047:
3044:
3042:
3039:
3037:
3034:
3032:
3029:
3027:
3024:
3022:
3019:
3018:
3016:
3012:
3006:
3003:
3001:
2998:
2996:
2993:
2991:
2988:
2986:
2983:
2981:
2978:
2976:
2973:
2971:
2968:
2966:
2963:
2961:
2958:
2956:
2953:
2951:
2948:
2946:
2943:
2941:
2938:
2936:
2933:
2931:
2928:
2926:
2923:
2921:
2918:
2916:
2913:
2911:
2908:
2906:
2903:
2902:
2900:
2896:
2890:
2887:
2885:
2882:
2880:
2877:
2875:
2872:
2870:
2867:
2865:
2862:
2860:
2857:
2855:
2854:PNC Financial
2852:
2850:
2847:
2845:
2842:
2840:
2837:
2835:
2832:
2830:
2827:
2825:
2822:
2820:
2817:
2815:
2812:
2810:
2807:
2805:
2802:
2800:
2797:
2793:
2790:
2789:
2788:
2785:
2783:
2780:
2779:
2777:
2775:United States
2773:
2767:
2764:
2762:
2759:
2757:
2754:
2752:
2749:
2747:
2746:Motilal Oswal
2744:
2742:
2739:
2737:
2734:
2732:
2729:
2727:
2724:
2722:
2719:
2717:
2714:
2712:
2709:
2707:
2704:
2702:
2699:
2697:
2694:
2692:
2689:
2687:
2686:Angel Broking
2684:
2683:
2681:
2677:
2671:
2668:
2666:
2663:
2661:
2658:
2656:
2653:
2651:
2648:
2646:
2643:
2641:
2638:
2637:
2635:
2631:
2628:
2624:
2615:
2610:
2608:
2603:
2601:
2596:
2595:
2592:
2582:
2574:
2564:
2563:
2555:
2541:
2538:
2537:
2535:
2531:
2525:
2522:
2520:
2517:
2515:
2512:
2511:
2509:
2505:
2499:
2496:
2494:
2491:
2489:
2486:
2484:
2481:
2480:
2478:
2474:
2468:
2465:
2463:
2460:
2458:
2455:
2453:
2450:
2448:
2445:
2443:
2440:
2439:
2437:
2433:
2427:
2424:
2422:
2419:
2417:
2414:
2412:
2409:
2407:
2404:
2402:
2399:
2397:
2394:
2392:
2389:
2387:
2384:
2382:
2379:
2377:
2374:
2373:
2371:
2367:
2361:
2358:
2356:
2353:
2351:
2350:IFM Investors
2348:
2346:
2343:
2341:
2338:
2337:
2335:
2331:
2328:
2326:
2322:
2312:
2309:
2307:
2304:
2302:
2299:
2297:
2294:
2293:
2291:
2287:
2281:
2278:
2276:
2273:
2271:
2268:
2266:
2263:
2261:
2258:
2256:
2253:
2251:
2248:
2246:
2243:
2241:
2238:
2236:
2233:
2231:
2228:
2227:
2225:
2221:
2215:
2212:
2210:
2207:
2205:
2202:
2201:
2199:
2195:
2189:
2186:
2184:
2181:
2179:
2176:
2174:
2171:
2169:
2168:Anima Holding
2166:
2165:
2163:
2159:
2153:
2150:
2148:
2145:
2143:
2140:
2138:
2135:
2134:
2132:
2128:
2122:
2119:
2117:
2114:
2112:
2109:
2107:
2104:
2102:
2099:
2098:
2096:
2092:
2089:
2087:
2083:
2073:
2070:
2068:
2065:
2063:
2062:T. Rowe Price
2060:
2058:
2055:
2053:
2050:
2048:
2045:
2043:
2040:
2038:
2035:
2033:
2030:
2028:
2025:
2023:
2020:
2018:
2015:
2013:
2010:
2008:
2005:
2003:
2002:Geode Capital
2000:
1998:
1995:
1993:
1990:
1988:
1985:
1983:
1980:
1978:
1975:
1973:
1970:
1968:
1965:
1963:
1960:
1958:
1957:Capital Group
1955:
1953:
1950:
1948:
1945:
1943:
1940:
1938:
1935:
1933:
1930:
1928:
1925:
1924:
1922:
1918:
1912:
1909:
1907:
1904:
1902:
1899:
1897:
1894:
1892:
1889:
1887:
1886:Fiera Capital
1884:
1882:
1879:
1877:
1874:
1873:
1871:
1867:
1864:
1862:
1858:
1854:
1845:
1840:
1838:
1833:
1831:
1826:
1825:
1822:
1813:
1810:
1808:
1805:
1803:
1800:
1798:
1795:
1794:
1791:
1787:
1782:
1781:
1777:
1772:
1768:
1765:
1761:
1759:
1755:
1752:Kador, John.
1751:
1748:
1744:
1742:
1738:
1734:
1733:
1729:
1713:
1709:
1702:
1699:
1694:
1693:
1688:
1681:
1678:
1673:
1672:Business Wire
1669:
1663:
1660:
1655:
1654:
1649:
1642:
1639:
1634:
1633:
1627:
1619:
1616:
1611:
1607:
1600:
1597:
1592:
1591:
1586:
1579:
1576:
1571:
1567:
1561:
1558:
1553:
1552:
1547:
1540:
1537:
1532:
1531:Business Wire
1528:
1522:
1519:
1514:
1513:Business Wire
1510:
1504:
1501:
1496:
1495:
1490:
1483:
1480:
1475:
1474:
1469:
1462:
1459:
1454:
1448:
1445:
1440:
1439:Business Wire
1436:
1432:
1426:
1423:
1418:
1414:
1408:
1405:
1400:
1399:Business Wire
1396:
1392:
1386:
1383:
1378:
1377:Business Wire
1374:
1370:
1364:
1361:
1356:
1352:
1351:
1346:
1339:
1336:
1331:
1330:
1324:
1319:
1318:Norris, Floyd
1313:
1310:
1302:
1295:
1292:
1287:
1286:
1281:
1275:
1273:
1269:
1264:
1260:
1259:
1253:
1246:
1243:
1238:
1237:Business Wire
1234:
1230:
1224:
1221:
1216:
1215:
1210:
1203:
1200:
1195:
1194:
1188:
1180:
1177:
1172:
1171:
1165:
1157:
1154:
1149:
1145:
1139:
1136:
1130:
1123:
1120:
1115:
1109:
1107:
1103:
1098:
1091:
1085:
1082:
1077:
1073:
1072:
1066:
1059:
1056:
1051:
1050:
1045:
1039:
1036:
1031:
1030:
1024:
1016:
1013:
1008:
1002:
998:
997:
989:
986:
981:
980:
975:
968:
965:
960:
956:
955:
950:
943:
940:
935:
934:Business Wire
931:
925:
922:
917:
911:
908:
903:
899:
893:
890:
885:
881:
875:
872:
867:
863:
857:
855:
853:
851:
847:
842:
836:
833:
826:
822:
819:
817:
814:
812:
809:
808:
804:
802:
799:
791:
787:Controversies
786:
784:
782:
778:
774:
770:
769:
764:
760:
756:
755:Talk to Chuck
752:
748:
740:
735:
732:
729:
726:
725:
721:
716:
713:
710:
707:
706:
702:
700:
698:
693:
691:
690:TD Ameritrade
686:
683:
681:
676:
672:
670:
665:
663:
659:
654:
651:
645:
642:
638:
633:
631:
626:
620:
618:
614:
610:
606:
605:Stephen McLin
601:
599:
595:
591:
588:In 1975, the
586:
584:
580:
573:
569:
565:
560:
553:
551:
549:
545:
541:
537:
533:
529:
525:
521:
517:
512:
510:
506:
502:
498:
494:
490:
486:
482:
478:
474:
470:
461:
457:
450:
442:
439:
431:
430:
428:
424:
417:
411:
404:
401:
398:
395:
394:
392:
388:
376:
373:
368:
354:
351:
346:
334:
332:
328:
316:
313:
308:
296:
293:
288:
281:
271:
267:
261:
258:
256:
253:
251:
248:
246:
243:
240:
238:
235:
233:
230:
228:
225:
224:
222:
218:
211:
208:
206:(co-chairman)
205:
202:
201:
199:
193:
188:
178:
172:
168:
165:
161:
158:
155:
151:
147:
131:
127:
124:
121:
117:
113:
109:
107:
103:
96:
93:
90:
87:
85:
81:
78:
77:
75:
72:
67:
64:
61:
57:
53:
49:
45:
39:
34:
30:
25:
19:
3077:Alpari Group
3061:UOB-Kay Hian
3021:Citibank UAE
2874:U.S. Bancorp
2869:TradeStation
2844:Merrill Edge
2786:
2670:Wealthsimple
2559:
2325:Asia Pacific
2197:South Africa
1982:Edward Jones
1961:
1881:CI Financial
1770:
1763:
1753:
1746:
1736:
1715:. Retrieved
1711:
1701:
1690:
1680:
1662:
1651:
1641:
1630:
1618:
1599:
1588:
1578:
1560:
1549:
1539:
1521:
1503:
1492:
1482:
1471:
1461:
1447:
1435:the original
1425:
1417:the original
1407:
1395:the original
1385:
1373:the original
1363:
1355:the original
1348:
1338:
1327:
1312:
1294:
1283:
1256:
1245:
1233:the original
1223:
1212:
1202:
1191:
1179:
1168:
1156:
1148:the original
1138:
1122:
1084:
1069:
1058:
1047:
1038:
1027:
1015:
995:
988:
977:
967:
959:the original
952:
942:
924:
910:
892:
874:
835:
798:robo-advisor
795:
776:
766:
759:Bob Sabiston
754:
744:
714:
708:
694:
687:
684:
677:
673:
666:
655:
646:
634:
621:
613:mutual funds
602:
587:
582:
576:
548:mutual funds
515:
513:
475:. It offers
468:
467:
459:
436:.aboutschwab
372:Total equity
350:Total assets
163:Headquarters
112:US8085131055
59:Company type
48:CBS Building
18:
3167:Stockbroker
3152:Market data
3097:Pepperstone
3051:Monex Group
2920:CMC Markets
2905:ActivTrades
2792:Thinkorswim
2721:ICICIdirect
2691:Axis Direct
2640:CIBC Mellon
2493:SPARX Group
2340:AMP Capital
1972:Dimensional
1807:SEC filings
538:before the
526:to pioneer
514:Founded as
237:Stockbroker
95:S&P 500
89:S&P 100
3244:Categories
3036:IC Markets
3000:Swissquote
2945:FinecoBank
2889:WellsTrade
2839:M1 Finance
2834:Lightspeed
2799:Chase Bank
2706:FundsIndia
2214:Ninety One
2204:Allan Gray
1876:Brookfield
827:References
625:U.S. Trust
568:New Jersey
312:Net income
196:Key people
184: 380
3234:Companies
3070:Elsewhere
3056:OCBC Bank
2990:Saxo Bank
2955:Freetrade
2859:Robinhood
2766:Sharekhan
2741:Kuvera.in
2701:Edelweiss
2650:Questrade
2626:Companies
2360:Perpetual
2333:Australia
2280:Schroders
2260:Man Group
2142:DWS Group
2047:Principal
1947:BlackRock
1937:Allspring
1797:Bloomberg
979:USA Today
741:Marketing
709:Chairman:
603:In 1983,
577:In 1963,
564:Princeton
97:component
91:component
71:Traded as
52:Manhattan
3115:Concepts
2980:OTP Bank
2965:IG Group
2930:Doorstep
2804:Citibank
2761:Religare
2751:Scripbox
2573:Category
1901:Manulife
1861:Americas
1717:June 13,
805:See also
489:branches
220:Services
187:branches
119:Industry
3208:Portals
3082:CommSec
3046:Maybank
2985:Plus500
2975:Nordnet
2809:E-Trade
2270:M&G
2130:Germany
2007:Invesco
1766:(1985).
1758:excerpt
1712:Reuters
1590:KXAS-TV
884:Fortune
570:, near
554:History
536:Seattle
477:banking
447:.schwab
426:Website
419:approx.
269:Revenue
153:Founder
137: (
129:Founded
82::
3122:Broker
3087:FXOpen
2925:Degiro
2910:Avanza
2898:Europe
2884:Webull
2645:Qtrade
2633:Canada
2533:Others
2311:Robeco
2289:Others
2101:Amundi
2094:France
2037:Nuveen
1869:Canada
1812:Yahoo!
1802:Google
1741:online
1692:AdWeek
1653:AdWeek
1214:Forbes
1003:
781:Adweek
671:firm.
617:London
405:(6.0%)
399:(9.9%)
385:(2023)
364:(2023)
343:(2023)
325:(2023)
305:(2023)
284:(2023)
189:(2023)
169:, U.S.
148:, U.S.
63:Public
3222:Texas
3102:Stake
3092:FxPro
2940:eToro
2696:Dhani
2679:India
2507:Korea
2476:Japan
2435:India
2369:China
2296:Aegon
2230:Abrdn
2161:Italy
2052:PIMCO
1610:Slate
1304:(PDF)
1093:(PDF)
390:Owner
3031:Futu
3014:Asia
2864:SoFi
2824:FXCM
2581:List
2086:EMEA
2042:PGIM
2027:NISA
1719:2022
1494:CNBC
1001:ISBN
680:USAA
598:NYSE
449:.com
438:.com
280:US$
139:1971
132:1971
106:ISIN
84:SCHW
80:NYSE
2915:BUX
2562:AUM
2306:GAM
2012:MFS
1920:USA
761:'s
445:www
434:www
331:AUM
50:in
3246::
2223:UK
1710:.
1689:.
1650:.
1629:.
1608:.
1587:.
1568:.
1548:.
1491:.
1470:.
1347:.
1326:.
1282:.
1271:^
1261:.
1255:.
1211:.
1190:.
1167:.
1105:^
1074:.
1068:.
1046:.
1026:.
976:.
951:.
900:.
882:.
864:.
849:^
699:.
692:.
619:.
566:,
511:.
479:,
181:c.
3210::
2613:e
2606:t
2599:v
1843:e
1836:t
1829:v
1721:.
1695:.
1674:.
1656:.
1635:.
1612:.
1593:.
1554:.
1497:.
1476:.
1441:.
1401:.
1379:.
1332:.
1239:.
1217:.
1196:.
1173:.
1032:.
1009:.
982:.
936:.
886:.
141:)
Text is available under the Creative Commons Attribution-ShareAlike License. Additional terms may apply.
