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

Recently Released!!!
Date Published: February 27, 2023
Summary PowerPoint Deck: 107 Slides
Reference PowerPoint Deck: 1,205 Slides

The Charles Schwab Corporation was founded as First Commander Corporation by Commander Industries in 1971 and is based in Westlake, TX. The firm has 33,400 employees, 37.9 million accounts, 7.3 million net new brokerage accounts, $7.5 trillion assets under management & administration, $428 billion net new assets under management & administration, 6.5 million daily average trades, 338,000 daily average revenue trades, $18.5 billion net revenues, $5.9 billion net profits, & $5.4 billion net profits available to common shareholders. The Charles Schwab Corporation is led by its CEO Walt Bettinger, President Rick Wurster, & Chief Operating Officer Joe Martinetto. The Charles Schwab Corporation is publicly owned and trades on the NYSE under the symbol SCHW. The Charles Schwab Corporation's websites can be found at,,,,,,,,,,,,,,,, www.tdainstitutional,,, &

The Charles Schwab Corporation's comprehensive PowerPoint presentation below includes a synopsis of its history, including its key phases:
  • Early Discount Brokerage Firm Phase
  • Expansion & Contraction Phase
  • Resurrection of Chuck Schwab Phase
  • TD Ameritrade Holding Corporation Acquisition Phase
Its profile includes the key statistics of the firm, including its number of employees, accounts, net new brokerage accounts, assets under management & administration, net new assets under management & administration, daily average trades, daily average revenue trades, net revenues, net profits, & net profits available to common shareholders.

Its profile includes detailed outlines of its core businesses, including:
  • Schwab Investor Services
  • Schwab Retirement Plan Services
  • Schwab Advisor Services
  • Schwab Financial Products
  • Charles Schwab Bank

And its profile concludes with the highlights of its organizational structure & ownership.

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