Charles Schwab (SCHW)

• Market cap: $170B
• 1 day: 1.66%
• 5 days: -1.23%
• 1 month: 1.51%
• 3 months: 0.85%
• 6 months: 21.54%
• Year to date: 26.61%
• 1 year: 37.85%
• 5 years: 148.58%
• 10 years: 232.82%
• Sector: Financials
• Industry: Capital Markets

About: Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset-management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

Employees: 32,100