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PublicNYSE:SCHW
Date11/2004
Raised
Post IPO Valuation

General Information

Websiteschwab.com
Twitter@CharlesSchwab
CategoryFinance/Venture
Phone800-435-4000
Employees
Founded4/1973

Offices

Charles Schwab & Co., Inc
211 Main Street
San Francisco, CA, 94105
USA

People

President and Chief Executive Officer, Charles Schwab Investment Management Inc. (CSIM)
Board Director
Board of Directors
Board of Directors
Board of Directors
Board of Directors
Board of Directors
Board of Directors
Show All People

Acquisitions

Total$250M
Compliance 11, 10/2011
optionsXpress, 9/2011 $100M
Windhaven Investment Management, 11/2010 $150M

Investments

CorrectNet 6/2008

Funding

TOTAL $6.18M
FUNDING TOTAL $6.18M
Series B, 1/2010
KGC Capital
Talon Capital Partners
$6.18M

Tags

Charles Schwab

From day one, Chuck Schwab knew investing could be different – that investors deserved better prices, better access and better service. And for the past four decades, the firm that bears his name has been doing just that.

They pioneered discount brokerage. They created an innovative and convenient way to invest through a supermarket of no-load, no-transaction-fee mutual funds. They led the way in online investing. They helped thousands of independent advisors serve their clients. And they disrupted the 401(k) industry with a plan offer designed to lower costs, simplify investing and help workers better prepare for retirement.

A lot has changed in 40 years, but a lot has stayed the same. Charles Schwab is still striving to champion every client’s goals with passion and integrity. They’re still breaking down barriers – and occasionally tilting at windmills – to discover a better way to invest.

Charles Schwab focuses on the needs of individual investors, whether they’re serving them directly, through an employer-sponsored retirement or equity plan, or through independent investment advisors.

Seeing through clients’ eyes has always been the Schwab way. Today, approximately 14,000 employees share a passion for helping millions of investors achieve their financial goals. By working together and listening thoughtfully to their clients, they’ve been able to make investing more accessible, affordable and understandable.

Recent Milestones

Videos

Screenshots

Charles Schwab screenshot
Above: Screenshot
Uploaded: 4/15/14

Stock Price

Sources

  1. Charles Schwab Acquires Compliance11 for Undisclosed Sum (xconomy.com) [edit]
  2. The Search for Active Traders: Charles Schwab Acquires OptionsXpress - See more at: http://www.aitegroup.com/blogs/javier-paz/search-active-traders-charles-schwab-acquires-optionsxpress#sthash.BY9igTDj.dpuf (aitegroup.com) [edit]
  3. Charles Schwab acquires Windward Investment Management (newstatesman.com) [edit]
  4. CorrectNet grabs $5.25 million (news.cnet.com) [edit]
  5. Compliance11 Secures $6 Million in Series B Funding; Fuels Rapid Growth of Regulatory Compliance Software (prnewswire.com) [edit]
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Last Edited 4/14/14

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