SCHW US8085131055

Rapport

Vertraagde tijd Nyse - 23/05 22:00:01 CEST
65.27	USD		+3.14%

19/05	THE CHARLES SCHWAB CORPORATION : Deutsche Bank Securities herhaalt koopadvies	MM
16/05	THE CHARLES SCHWAB CORPORATION : UBS vindt het aandeel niet inspirerend	MM
13/05	THE CHARLES SCHWAB CORPORATION : Keefe, Bruyette & Woods is positief over	MM

Onderneming

Vakgebied

De Charles Schwab Corporation is gespecialiseerd in makelaardij en bankdiensten. De netto-omzet is als volgt naar activiteit uitgesplitst:
- makelarij en bankdiensten aan individuele beleggers (73,6%);
- beleggingsdiensten aan institutionele beleggers (26,4%). Daarnaast biedt de groep diensten op het gebied van pensioenplannen aan.
Eind 2020 worden de producten en diensten verzekerd via een netwerk van meer dan 400 kantoren in de Verenigde Staten. Bovendien is The Charles Schwab Corporation aanwezig in het Verenigd Koninkrijk, Porto Rico, Hong Kong en Singapor.

Aantal werknemers : 33 400 mensen.

Verkoop per activiteit

	2020		2021		Delta
Investor Services	8 608.00	73.6%	14 461.00	78.1%	+67.99%
Advisor Services	3 083.00	26.4%	4 059.00	21.9%	+31.66%
USD in miljoenen

Verkoop per regio

	2020		2021		Delta
United States	11 691.00	100%	18 520.00	100%	+58.41%
USD in miljoenen

Managers

Naam	Titel	Leeftijd	Van
Walt Bettinger	Chief Executive Officer & Director	60	-
Richard Wurster	President	48	2021
Peter Crawford	Executive Vice President-Finance	52	2015
Tim Heier	Chief Technology Officer & Executive VP	-	2014
Dennis Howard	Chief Information Officer & Executive VP	52	2014
Joseph Martinetto	Chief Financial Officer	58	2015
Richard G. Fowler	Senior Vice President-Investor Relations	-	2012
Peter J. Morgan	Secretary, Executive VP & General Counsel	56	2019
Jonathan M. Craig	MD, Head-Investor Services & Marketing	49	-
Lisa Kidd Hunt	Executive Vice President-International Services	-	2012

Bestuurders

Naam	Titel	Leeftijd	Van
Charles Schwab	Chairman & Co-Chief Executive Officer	83	1987
Paula A. Sneed	Independent Director	73	2002
Arun Sarin	Independent Director	66	2009
Stephen A. Ellis	Independent Director	58	2012
Mark A. Goldfarb	Independent Director	69	2012
Christopher Vincent Dodds	Independent Director	61	2014
William S. Haraf	Independent Director	72	2015
John K. Adams	Independent Director	65	2015
Frank C. Herringer	Independent Director	78	1996
Joan T. Dea	Independent Director	57	2017

Aandelen

	Stemming	Aantal	Percentage vrij verhandelbaar		Bedrijfseigen aandelen		Drijvend Totaal
Aandeel A	1	1 995 836 879	1 692 921 281	84.8%	178 779 573	9.0%	81.6%
Aandeel B	0	400 000	0	0.0%	0	0.0%
Aandeel C	0	750 000	0	0.0%	0	0.0%
Aandeel D	0	6 000	0	0.0%	0	0.0%
Aandeel E	0	5 000	0	0.0%	0	0.0%
Aandeel F	0	79 293 695	0	0.0%	0	0.0%
Aandeel G	0	600 000	0	0.0%	0	0.0%

Aandeelhouders

Naam	Aandelen	%
TD Asset Management, Inc.	253 578 738	14,0%
Charles Schwab	122 455 320	6,75%
The Vanguard Group, Inc.	113 883 498	6,28%
Wellington Management Co. LLP	77 461 867	4,27%
Dodge & Cox	72 239 181	3,98%
SSgA Funds Management, Inc.	69 439 747	3,83%
T. Rowe Price Associates, Inc. (Investment Management)	69 309 048	3,82%
Transamerica Corp.	37 447 961	2,06%
Massachusetts Financial Services Co.	32 566 425	1,79%
BlackRock Fund Advisors	31 998 520	1,76%

Naam	Aandelen	%
BlackRock Fund Advisors	1 866 996	7,78%
Invesco Capital Management LLC	1 115 692	4,65%
SSgA Funds Management, Inc.	382 678	1,59%
Global X Management Co. LLC	378 963	1,58%
First Eagle Investment Management LLC	367 833	1,53%
Spectrum Asset Management, Inc.	230 528	0,96%
First Trust Advisors LP	138 169	0,58%
Penserra Capital Management LLC	106 346	0,44%
Nuveen Asset Management LLC	104 318	0,43%
Invesco Advisers, Inc.	64 874	0,27%

Naam	Aandelen	%
BlackRock Fund Advisors	2 336 908	7,79%
Invesco Capital Management LLC	2 006 991	6,69%
Cohen & Steers Capital Management, Inc.	1 813 369	6,04%
Global X Management Co. LLC	629 704	2,10%
Nuance Investments LLC	542 987	1,81%
SSgA Funds Management, Inc.	444 575	1,48%
Crossmark Global Investments, Inc.	323 315	1,08%
The Roosevelt Investment Group LLC	246 400	0,82%
Sonora Investment Management LLC	233 530	0,78%
First Eagle Investment Management LLC	188 852	0,63%

Naam	Aandelen	%
Loomis, Sayles & Co. LP	3 340 000	-
JPMorgan Investment Management, Inc.	10 846 000	-
Wellington Management Co. LLP	175 000	-
Schroder Investment Management North America, Inc.	7 677 000	-
American Century Investment Management, Inc.	7 951 000	-
Schroder Investment Management Ltd.	2 367 000	-
SEI Investments Management Corp.	30 000	-
Pacific Investment Management Co. LLC	61 900 000	-
Northern Trust Investments, Inc.(Investment Management)	531 000	-
PIMCO Europe Ltd.	12 537 000	-

Naam	Aandelen	%
BlackRock Fund Advisors	1 870 178	7,79%
Invesco Capital Management LLC	1 819 318	7,58%
Wellington Management Co. LLP	900 000	3,75%
Cohen & Steers Capital Management, Inc.	432 615	1,80%
Global X Management Co. LLC	359 605	1,50%
SSgA Funds Management, Inc.	355 874	1,48%
Fidelity Management & Research Co. LLC	268 150	1,12%
Penserra Capital Management LLC	136 456	0,57%
Parnassus Investments LLC	86 755	0,36%
D. L. Carlson Investment Group, Inc.	61 170	0,25%

Markten en indexen

- Main Market

- S&P 500 / Stoxx Americas 100

Beurscodes


- Bloomberg-code :	SCHW:US
- Reuters Code :
- Datastreamcode :

Bedrijfsgegevens

The Charles Schwab Corporation
211 Street Main
CA 94105 San Francisco, California

Telefoon : +1 (415) 636 7000
Fax :
Internet : https://www.aboutschwab.com/investor-relations

Merkenportefeuille

In samenwerking met

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CHARLES SCHWAB	CYBERTRADER	MOTIF	OPTIONSXPRESS
SCOTTRADE	TD AMERITRADE

Meer merken vanThe Charles Schwab Corporation

Sector

Financiën
	Bank- en beleggingsdiensten
		Beleggingsbankieren & Beleggingsdiensten
			Diensten op het gebied van investeringsbankieren & makelaardij
				Investment Banking & Brokerage Services - Andere

Sector Investment Banking & Brokerage Services - Andere

		Verschil t.o.v. 1 jan (%)	Kapitalisatie (M$)
	THE CHARLES SCHWAB CORPORATION	-24.76%	120 001


MORGAN STANLEY	-19.14%	138 841
THE GOLDMAN SACHS GROUP, INC.	-19.80%	100 699
CITIC SECURITIES COMPANY LIMITED	-25.41%	41 390
CSC FINANCIAL CO., LTD.	-14.65%	23 230
CHINA INTERNATIONAL CAPITAL CORPORATION LIMITED	-32.28%	19 908
RAYMOND JAMES FINANCIAL, INC.	-8.60%	19 111
HUATAI SECURITIES CO., LTD.	-25.34%	16 653
CHINA MERCHANTS SECURITIES CO., LTD.	-26.01%	15 763
LPL FINANCIAL HOLDINGS INC.	10.46%	14 141
SHENWAN HONGYUAN GROUP CO., LTD.	-20.90%	14 117
GUOSEN SECURITIES CO., LTD.	-20.03%	13 127
NOMURA HOLDINGS, INC.	-3.11%	11 599
YUANTA FINANCIAL HOLDING CO., LTD.	-5.53%	9 575
FOUNDER SECURITIES CO., LTD.	-19.01%	7 773
DAIWA SECURITIES GROUP INC.	-5.04%	7 146
STIFEL FINANCIAL CORP.	-15.22%	6 363
INDUSTRIAL SECURITIES CO.,LTD.	-36.13%	6 254
CAITONG SECURITIES CO.,LTD.	-35.07%	4 975
EVERCORE INC.	-19.35%	4 448
IG GROUP HOLDINGS PLC	-12.55%	3 817

Sector Investment Banking & Brokerage Services - Andere

Verbindingen : The Charles Schwab Corporation

THE CHARLES SCHWAB CORPORATION