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

Recently Released!!!
Date Published: June 16, 2017
Summary Power Point Deck: 32 Slides

Reference Power Point Deck: 859 Slides

The Charles Schwab Corporation was founded as First Commander Corporation by Commander Industries in 1971 and is based in San Francisco, CA. The firm has 14,500 employees, 10.0 million accounts, 960,000 net new brokerage accounts, $2.4 trillion assets under administration, $42 billion net new assets under administration, 441,000 daily average trades, 283,000 daily average revenue trades, $6.5 billion net revenues, earns $1.4 billion, & earns $1.4 billion available to common shareholders. The company is publicly owned, traded on the NYSE 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,,,,,,,,,,,,,, &

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
  • Expansion & Contraction Phase
  • Resurrection of Chuck Schwab Phase
Its profile includes the key statistics of the firm, including its number of employees, accounts, net new brokerage accounts, assets under administration, net new assets under administration, daily average trades, daily average revenue trades, revenues, net revenues, expenses, & net profits.
Its profile includes detailed outlines of its core businesses, including:
  • Schwab Investor Services
  • Schwab Retirement Plan Services
  • Schwab Advisor Sevices
  • Schwab Financial Products
  • Charles Schwab Bank
And its profile concludes with the highlights of its organizational structure & ownership.

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