The Charles Schwab Corporation:
A Leading Discount Brokerage Firm & Fee-Based Financial Advisor Custodian

Recently Released!!!
Date Published: March 2012
Comprehensive Power Point Deck: 564 Slides
Summary Power Point Deck: 67 Slides

The Charles Schwab Corporation was founded as Charles Schwab & Company by Chuck Schwab in 1971 and is based in San Francisco, CA. The firm has 14,100 employees, 8.6 million client accounts, $1.7 trillion assets under administration, processes 290,000 daily average trades, generates $4.7 billion revenues, & earns $1.0 billion. The company is publicly owned, traded on the NASDAQ under the symbol SCHW, and is led by its Chairman Chuck Schwab & CEO Walt Bettinger. The Charles Schwab Corporation's web sites can be found at www.schwab.com, www.aboutschwab.com, www.talktochuck.com, www.streetsmart.com, www.schwabmoneywise.com, www.cybertrader.com, www.schwabcharitable.org, www.schwab.com.hk, www.schwab.co.uk, schwab-global.com, www.chinese.schwab.com, www.corporateservices.schwab.com, www.schwabinstitutional.com, www.schwabtransition.com, www.exploreindependence.com, www.backingtheindependent.com, www.schwabfunds.com, www.laudus.com, & www.laudusfunds.com.

The Charles Schwab Corporation's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Discount Brokerage Firm Phase
  • Bank of America Subsidiary & Early Technology Phase
  • Mutual Funds, IPO, & Financial Advisor Pre-Web Phase
  • Online & Fee-Based Financial Advisor Growth Phase
  • Retrenchment & Resurrection of Chuck Schwab Phase
Its profile includes the key statistics of the firm, including its number of employees, client accounts, net new brokerage accounts, assets under administration, net new assets, daily average trades, daily average revenue trades, revenues, net revenues, expenses, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Schwab Investor Services (Retail)
  • Corporate & Retirement Services
  • Schwab Advisor Services
  • Schwab Financial Products
  • Charles Schwab Bank
And its profile concludes with the highlights of its organizational structure & ownership.

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.


Tiburon Research Orders

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.


i