Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW.PRD)

• Market cap: $18.4M
• 1 day: 0.08%
• 5 days: -1.21%
• 1 month: -0.85%
• 3 months: -2.43%
• 6 months: -2.66%
• Year to date: -3.35%
• 1 year: -2.16%
• 5 years: -6.24%
• 10 years: -2.86%
• 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

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

13% less funds holding

Funds holding: 8 [Q4 2024] → 7 (-1) [Q1 2025]

40.83% less ownership

Funds ownership: 44.4% [Q4 2024] → 3.57% (-40.83%) [Q1 2025]

92% less capital invested

Capital invested by funds: $8.36M [Q4 2024] → $667K (-$7.69M) [Q1 2025]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1