Disclaimer: The TipRanks Smart Score performance is based on backtested results. Backtested performance is not an indicator of future actual results. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. No representations and warranties are made as to the reasonableness of the assumptions. This information is provided for illustrative purposes only. Backtested performance is developed with the benefit of hindsight and has inherent limitations. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Actual performance may differ significantly from backtested performance. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Please note all regulatory considerations regarding the presentation of fees must be taken into account. No cash balance or cash flow is included in the calculation.
FAQs
Who owns Charles Schwab? SCHW Stock Ownership - TipRanks.com? ›
The ownership structure of Charles Schwab (SCHW) stock is a mix of institutional, retail and individual investors. Approximately 61.91% of the company's stock is owned by Institutional Investors, 6.08% is owned by Insiders and 32.01% is owned by Public Companies and Individual Investors.
Who owns schw? ›Largest shareholders include Toronto Dominion Bank, Vanguard Group Inc, BlackRock Inc., Dodge & Cox, Price T Rowe Associates Inc /md/, State Street Corp, DODGX - Dodge & Cox Stock Fund, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Jpmorgan Chase & Co, and VFINX - Vanguard 500 Index Fund Investor ...
Who is the owner of Charles Schwab? ›Charles Robert Schwab Sr.
(born July 29, 1937) is an American investor and financial executive. He is the founder and chairman of the Charles Schwab Corporation.
("CSIM"). Schwab and CSIM are subsidiaries of The Charles Schwab Corporation. 26. Schwab Intelligent Income is available in both Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium.
Who are the shareholders of Charles Schwab Investment Management? ›| Name | Equities | % |
|---|---|---|
| BlackRock Advisors LLC 4.345 % | 77,170,056 | 4.345 % |
| T. Rowe Price International Ltd. 4.071 % | 72,306,560 | 4.071 % |
| STATE STREET CORPORATION 3.465 % | 61,539,248 | 3.465 % |
| JPMorgan Investment Management, Inc. 2.286 % | 40,602,908 | 2.286 % |
Yield-hungry customers moved money into options like money-market funds. Since early 2022, Schwab has lost some $175 billion in bank deposits, or nearly 40% of what it held at its peak. Trading activity also stalled, since customers could make robust returns just parking their money in cash-like investments.
Who is the billionaire Schwab? ›Schwab is the chairman of Charles Schwab Corp., a discount brokerage that has about $8.5 trillion in client assets. The Raonoke, Texas-based business was founded by Schwab in 1971 has been publicly traded for more than three decades.
Who is the owner of Charles Schwab investment Management? ›| The company's U.S. East Coast headquarters at the CBS Building in Manhattan | |
|---|---|
| Total assets | US$493.2 billion (2023) |
| Total equity | US$40.96 billion (2023) |
| Owner | Toronto-Dominion Bank (9.9%) Charles R. Schwab (6.1%) |
| Number of employees | c. 33,000 (2023) |
Charles Schwab Boosts Its Online Brokerage With Big TD Ameritrade Deal. In November 2019, Charles Schwab announced its acquisition of TD Ameritrade for $26 billion. The deal closed a year later.
Does Bank of America own Schwab? ›Charles Schwab and Bank of America
U.S. Trust was acquired in May 2000 for $2.7 billion in stock, making it a wholly owned subsidiary of Charles Schwab & Co.
Which bank is associated with Charles Schwab? ›
Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Charles Schwab Premier Bank, SSB and Charles Schwab Trust Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Is Schwab financially stable? ›Charles Schwab has the Financial Strength Rank of 4.
GuruFocus Financial Strength Rank measures how strong a company's financial situation is. It is based on these factors: 1. The debt burden that the company has as measured by its Interest Coverage (current year).
The company has operations in the US, the UK, Singapore, and Hong Kong. Charles Schwab is headquartered in Westlake, Texas, the US.
Who is the current CEO of Charles Schwab? ›Walter W. Bettinger II, 63, has been Chief Executive Officer since late 2008. In addition, Bettinger serves as Co-Chairman of the Board of Directors of The Charles Schwab Corporation, Charles Schwab & Co., Inc.
What is Charles Schwab's largest holdings? ›| Stock | Company Name | Ownership Hist |
|---|---|---|
| MSFT | Microsoft Corp | 2024-03-31 |
| AAPL | Apple Inc | 2024-03-31 |
| NVDA | Nvidia Corporation | 2024-03-31 |
| AMZN | Amazon Com Inc | 2024-03-31 |
| The company's U.S. East Coast headquarters at the CBS Building in Manhattan | |
|---|---|
| Total assets | US$493.2 billion (2023) |
| Total equity | US$40.96 billion (2023) |
| Owner | Toronto-Dominion Bank (9.9%) Charles R. Schwab (6.1%) |
| Number of employees | c. 33,000 (2023) |
Les Schwab is a family-owned business, and being an employee means you are one of the family.
Is Schwab owned by TD? ›In November 2019, Charles Schwab announced its acquisition of TD Ameritrade for $26 billion. The deal closed a year later. So, for the past three years, Charles Schwab (SCHW) has been integrating TD Ameritrade into its business, including the well-regarded Thinkorswim trading platform.
Is Charles R. Schwab related to Charles M. Schwab? ›He left no endowments or foundations to perpetuate his name, or to promote his values (Charles R. Schwab, who founded the Charles Schwab Corporation, was not related to Charles Michael Schwab).