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

Recently Released!!!
Date Published: November 24, 2021
Summary PowerPoint Deck: 102 Slides
Reference PowerPoint Deck: 1,212 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 32,000 employees, 32.8 million accounts, 18.6 million net new brokerage accounts, $7.6 trillion assets under administration, $1.9 trillion net new assets under administration, 2.6 million daily average trades, 421,000 daily average revenue trades, $11.7 billion net revenues, $3.3 billion net profits, & $3.0 billion net profits 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, & Chief Operating Officer Joe Martinetto. The Charles Schwab Corporation's web sites 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 administration, net new assets under 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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