The Charles Schwab Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.450% Non-Cumulative Perpetual Preferred Stock, Series J (SCHW.PRJ)

• Market cap: $451M
• 1 day: -0.74%
• 5 days: -1.21%
• 1 month: -2.84%
• 3 months: -5.29%
• 6 months: -11.58%
• Year to date: -5.24%
• 1 year: -6.10%
• 5 years: -25.29%
• 10 years: -25.29%
• 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)

0% more capital invested

Capital invested by funds: $1.36M [Q4 2024] → $1.37M (+$6.05K) [Q1 2025]

0% more funds holding

Funds holding: 3 [Q4 2024] → 3 (+0) [Q1 2025]

0% less ownership

Funds ownership: 0.29% [Q4 2024] → 0.29% (-0%) [Q1 2025]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1