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Charles Schwab Corp
3000 Schwab Way
Phone: (817) 859-5000p:817 859-5000 WESTLAKE, TX  76262  United States Ticker: SCHWSCHW

Business Summary
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust 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, banking and trust, and support services, and retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds, advice solutions, alternative investments, banking and trust.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
Yes--YesYesYes-

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/202312/31/2023YesYes-YesYes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Co-Chairman of the Board, Chief Executive Officer Walter W.Bettinger 62 7/27/2022 6/1/2004
Co-Chairman of the Board Charles R.Schwab 85 1/1/2022 1/1/1986
President Richard A.Wurster 49 10/15/2021 10/15/2021
11 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Charles Schwab & Co. Inc. 211 Main Street San Francisco CA United States
Charles Schwab Investment Management, Inc. 211 Main Street San Francisco CA United States
Charles Schwab Trust Company One Montgomery Street San Francisco CA United States
11 additional Subsidiary records available in full report.

Business Names
Business Name
Charles Schwab & Co., Inc.
Charles Schwab Bank
Charles Schwab Bank, SSB
25 additional Business Names available in full report.

General Information
Number of Employees: 33,000 (As of 12/31/2023)
Outstanding Shares: 1,826,951,291 (As of 3/25/2024)
Shareholders: 5,045
Stock Exchange: NYSE
Federal Tax Id: 943025021
Fax Number: (415) 627-8538
Email Address: investor.relations@schwab.com


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Thursday, April 18, 2024