公司概覽
業務類別 Capital Markets
業務概覽 Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth-management businesses at the end of 2025. 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.
公司地址 3000 Schwab Way, Westlake, TX, USA, 76262
電話號碼 +1 817 859-5000
傳真號碼 +1 415 667-9731
公司網頁 https://www.aboutschwab.com
員工數量 33000
 
公司高管 / 董事會成員
公司高管
高管 職務 年薪 更新日期
Mr. Richard A. Wurster President, Director and Chief Executive Officer 美元 1.00M 25/02/2026
Mr. Michael D. Verdeschi Principal Accounting Officer, Managing Director and Chief Financial Officer of the Company and Charles Schwab & Co., Inc 美元 553.85K 25/02/2026
Mr. Peter J. Morgan, III Managing Director, General Counsel and Corporate Secretary; Managing Director of Charles Schwab & Co., Inc and Charles Schwab Bank, SSB and Executive Vice President and General Counsel of Charles Schwab Bank, SSB -- 25/02/2026
Mr. Jonathan M. Craig Managing Director and Head, Investor Services and Marketing of the Company and Charles Schwab & Co., Inc 美元 775.00K 25/02/2026
Mr. Nigel J. Murtagh Managing Director and Chief Risk Officer of the Company and Charles Schwab & Co., Inc -- 25/02/2026
Mr. Paul V. Woolway Managing Director and Chief Banking Officer; Chief Executive Officer and President of Charles Schwab Premier Bank, SSB and Charles Schwab Bank, SSB -- 25/02/2026
Mr. Jonathan S. Beatty Managing Director and Head, Advisor Services of the Company and Charles Schwab & Co., Inc -- 25/02/2026
Mr. Dennis Howard Managing Director, Chief Technology, Operations and Data Officer -- 29/01/2026
 
董事會成員
董事會 職務 更新日期
Mr. Frank C. Herringer Independent Director 25/02/2026
Ms. Paula A. Sneed Independent Director 25/02/2026
Mr. Richard A. Wurster President, Director and Chief Executive Officer 25/02/2026
Mr. Charles A. Ruffel Independent Director 25/02/2026
Ms. Gerri K. Martin-Flickinger Independent Director 25/02/2026
Mr. John K. Adams, Jr Independent Director 25/02/2026
Mr. Stephen A. Ellis Independent Director 25/02/2026
Ms. Joan T. Dea Independent Director 25/02/2026
Mr. Arun Sarin Independent Director 25/02/2026
Mr. Walter W. Bettinger,II Co-Chairman of the Board of the Company and Charles Schwab Bank, SSB 25/02/2026
Ms. Marianne C. Brown Independent Director 25/02/2026
Mr. Christopher V. Dodds Independent Director 25/02/2026
Mr. Charles R. Schwab Co-Chairman of the Board 25/02/2026
Ms. Carolyn Schwab-Pomerantz Director 25/02/2026
 
所屬ETF (更新日期: 07/03/2026 02:51)
代號 名稱 佔比% 持有日期
FFNDOne Global ETF0.001%27/02/2026
SOVFSovereign's Capital Flourish Fund0.001%27/02/2026
GABFGabelli Financial Services Opp ETF0.001%31/12/2025
RSPAInvesco S&P 500 Eq Wght Inc Adv ETF0.001%27/02/2026
PFDEPathfinder Disciplined US Equity ETF0.001%27/02/2026
CFOVictoryShares US 500 Enh Vol Wtd ETF0.001%27/02/2026
LVDSJPMorgan Fundamental Data Sci Lrg ValETF0.001%27/02/2026
PBPInvesco S&P 500 BuyWrite ETF0.001%27/02/2026
AAEQAlpha Architect US Equity 2 ETF0.0005%22/01/2026
USNZXtrackers Net Zero Pwy Par Alg US Eq ETF0.0005%26/02/2026
OALCOneAscent Large Cap Core ETF0.0005%27/02/2026
PHEQParametric Hedged Equity ETF0.0004%27/02/2026
GINNGoldman Sachs Innovate Equity ETF0.0004%27/02/2026
DDIVFirst Trust Dorsey Wright Momt & Div ETF0.0004%26/02/2026
DVNDTouchstone Dividend Select ETF0.0004%27/02/2026
SIZEiShares MSCI USA Size Factor ETF0.0004%28/02/2026
IGAVoya Global Advantage and Premium Opp0.0004%31/01/2026
ADMEAptus Drawdown Managed Equity ETF0.0004%27/02/2026
OAKGOakmark Global Large Cap ETF0.0004%28/02/2026
SAMMStrategas Macro Momentum ETF0.0004%27/02/2026
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