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)

19.5K

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, Principal Accounting Officer & Chief Financial Officer

Senior Executive Vice President & Chief Operating Officer

Executive Vice President, General Counsel & Corporate Secretary

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

Board of Directors

Secretary & Chief Financial Officer at The Herringer Family Foundation

Strategic Advisor at Saavn LLC

Chairman at Kudu Investment Management LLC

Executive Vice President, Head-Strategic Management & Marketing at BMO Financial Group, Inc.

Managing Partner at TPG Growth LLC

President & Director at Good Shepherd Services - New York

Senior Member of the Advisory Board at The Carlyle Group LP

Former Assistant Professor, Economics at Brown University

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Owners & Shareholders
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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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Generation Investment Management Generation is an independent, private, owner-managed partnership with offices in London and New York. The firm was co-founded in 2004 by Al Gore and David Blood. Team The Generation team of 55 people represents 16 countries and speaks over 21 languages. Our investment team was founded by bringing together seasoned investment analysts and leaders from the sustainability research field. Today these skills are integrated into Generation's team of 25 investment professionals who have over 150 years of combined investment experience. Sustainable Investing for the Long Term Generation's investment approach is based on the idea that sustainability factors—economic, environmental, social and governance criteria—will drive a company's returns over the long term. By integrating sustainability issues with traditional analysis, we seek to provide superior investment returns.* We are closely aligned with our clients, and our performance is measured over the long term. A Unique Research Platform to Analyze Global Challenges Generation has built a global research platform to integrate sustainability research into fundamental equity analysis. We focus on key drivers of global change, including climate change and environmental degradation; poverty and development; water and natural resource scarcity; pandemics and healthcare; and demographics, migration and urbanization. These global challenges pose risks and opportunities that can materially affect a company's ability to sustain profitability and deliver returns. Our research plays an important role in forming our views on the quality of the business, the quality of management and valuation. A Diverse Advisory Board Our Advisory Board, convened by our Chairman Al Gore, helps set our long term thematic research agenda into global sustainability issues. The Advisory Board is a diverse set of global thinkers who help us anticipate the changing context for business. Vision Generation's vision is to embed sustainability into the mainstream capital markets, and our core values reflect a commitment to responsible citizenship. Five percent of the profitability of the firm is allocated to the Generation Foundation, which will support global non-profit sustainability initiatives.

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PRIMECAP invests primarily common stocks or securities with common stock characteristics, bonds and cash/cash equivalents. The firm utilizes fundamental research and bottom-up stock picking to construct portfolios. The main sources of information for research purposes include financial publications, inspections of corporate activities, research materials by others such as sell-side analysts, companies' annual reports and any related filings and press releases, meetings with executives of companies and their suppliers, competitors, customers, etc. All portfolios are built with the best ideas of each of the managers within the multi-manager investment process. PRIMECAP's investment strategy does not employ short sales or margin transactions, nor does it permit investments in derivatives or currency hedging. The firm follows an investment approach based on four key principles including commitment to fundamental research, long-term investment horizon, emphasis on individual decision-making and focus on value.

Recent Transactions
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The Charles Schwab Corp. purchases USAA Investment Management Co. from USAA, Inc.

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Tamarac, Inc., Envestnet, Inc. purchase Schwab Performance Technologies, Inc. /Portfolio Center from The Charles Schwab Corp.

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The Charles Schwab Corp. purchases Nordstrom, FSB from Nordstrom, Inc. resulting in a new company Charles Schwab Premier Bank

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.

Investment Advisor

Advised onThe Charles Schwab Corp. purchases Windward Investment Management

Counsel

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

Legal Advisor

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

Advisors & Consultants
Advisor

Co-Founder at Wuhoover & Co. LLP

Real Estate Agent

Executive Director at Cushman & Wakefield of Minnesota, 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.

Financial Engines, Inc. engages in the provision of financial guidance. Its services include objective, fee-based advice and asset management. The company was founded by William F. Sharpe, Joseph A. Grundfest and Craig W. Johnson in 1996 and is headquartered in Sunnyvale, CA.

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.

Key Stats and Financials As of 2018
Market Capitalization
$61.8B
Total Enterprise Value
$31.9B
Earnings Per Share
$2.45
Revenue
$11B
Net Profit
$3.51B
EBITDAMargin
46.52%
EBITDA
$5.11B
Total Equity
$20.7B
Total Debt
$6.88B
Enterprise Value Sales
2.9x
TEVNet Income
9.09x
Debt TEV
0.22x
Enterprise Value EBITDAOperating
6.24x
Three Year Compounded Annual Growth Rate Of Revenue
19.58%
Five Year Compounded Annual Growth Rate Of Revenue
14.64%
Political Donations
$1,500
2014
$2,000
2014
$2,500
2014
Investments
Details Hidden

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
Details Hidden

Co-Founder at A Glimmer of Hope Foundation

Suppliers
MDC Partners, Inc. Other Business & Consulting Services | New York, NY

MDC is a Business Transformation Organization that utilizes technology, marketing communications, data analytics, and strategic consulting solutions to drive meaningful returns on Marketing and Communications Investments for multinational clients in the United States, Canada, Europe, and the Caribbean. MDC’s durable competitive advantage is to Empower the Most Talented Entrepreneurial Thought Leaders to Drive Business Success to new levels of Achievement, for both our Clients and our Shareholders, reinforcing MDC's reputation as "The Place Where Great Talent Lives." MDC Partners' Class A shares are publicly traded on the NASDAQ under the symbol "MDCA" and on the Toronto Stock Exchange under the symbol "MDZ.A".

TZ Limited Advertising & Marketing | Sydney, NS

TZ Ltd. operates as a smart lock technology company which engages in the provision of developing and licensing propriety technologies. It operates through its sole segment of development and commercialization of hardware and software products in the United States, Australia, and Asia markets. The firm's TZ SMArt Devices such as TZ CabLock, TZ BeamLock or TZ SMArtLatch can be used around the home for managing: Medicine cabinets and drawers, Hazardous cleaning chemical cabinets, Pool gates and Fences. The company was founded by Dickory Rudduck in 1986 and is headquartered in Sydney, Australia.

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, Commerce, Google Cloud, Google Maps, Google Play, Hardware, Search, and YouTube. The Other Bets segment includes businesses such as Access, Calico, CapitalG, GV, Nest, 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.

Competitors
The Bank of New York Mellon Corporation Retail & Commercial Banking - New York, NY

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Investment Management, Investment Services, and Other. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Other segment consists of leasing portfolio, corporate treasury, derivatives, and insurance services. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Fidelity Investments, Inc. Investment Services & Portfolio Management - Boston, MA

FMR LLC (Fidelity Management and Research) or Fidelity Investments is an American multinational financial services corporation. It is one of the largest mutual fund and financial services groups in the world. Founded in 1946, the company has since served North American investors. Fidelity Ventures is its venture capital arm. Fidelity International Limited (FIL), was an international affiliate founded in 1969, serving most countries in the rest of the world. In September 2011, FIL was rebranded as 'Fidelity Worldwide Investment'. Fidelity Investments manages a large family of mutual funds provides fund distribution and investment advice services, as well as providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services.

TD Ameritrade Holding Corp. Investment Banking & Brokerage - Omaha, NE

TD Ameritrade Holding Corporation (NYSE: AMTD), through its brokerage subsidiaries, combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and outstanding client service to create the ultimate financial services experience. Now home to the award-winning thinkorswim trading technology* and the Investools investor education program – TD Ameritrade provides millions of retail investors, traders and independent Registered Investment Advisors (RIAs) the tools, service and support they need to help build confidence in today's rapidly changing market environment

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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