S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
BlackRock, Inc. stock logo
BLK
BlackRock
$747.08
-0.9%
$806.88
$596.18
$845.00
$111.27B1.37627,263 shs614,875 shs
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
$0.89
$0.89
$0.82
$6.36
$2.77B1.2737.84 million shsN/A
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$403.11
-0.2%
$395.67
$289.36
$419.20
$130.82B1.432.37 million shs2.76 million shs
Morgan Stanley stock logo
MS
Morgan Stanley
$90.23
+0.2%
$88.73
$69.42
$95.57
$146.77B1.438.92 million shs6.75 million shs
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$72.92
+0.6%
$68.17
$45.65
$73.88
$129.51B1.017.76 million shs8.21 million shs
13 Stocks Institutional Investors Won't Stop Buying Cover

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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
BlackRock, Inc. stock logo
BLK
BlackRock
+0.63%-3.75%-5.81%-5.22%+8.60%
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
0.00%0.00%0.00%0.00%-3.27%
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
+1.87%+0.73%+5.08%+7.16%+20.96%
Morgan Stanley stock logo
MS
Morgan Stanley
+1.07%-1.73%+2.38%+7.37%+0.26%
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
-0.75%+1.97%+7.53%+15.59%+34.26%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
BlackRock, Inc. stock logo
BLK
BlackRock
4.677 of 5 stars
2.43.04.22.53.12.52.5
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
2.7031 of 5 stars
3.50.02.50.01.40.01.9
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
4.5342 of 5 stars
2.43.02.53.03.22.52.5
Morgan Stanley stock logo
MS
Morgan Stanley
4.7899 of 5 stars
2.25.03.32.42.62.53.1
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
4.5634 of 5 stars
2.14.02.51.83.12.53.1

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
BlackRock, Inc. stock logo
BLK
BlackRock
2.80
Moderate Buy$845.4213.16% Upside
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
3.00
Buy$8.00798.88% Upside
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
2.75
Moderate Buy$434.937.89% Upside
Morgan Stanley stock logo
MS
Morgan Stanley
2.40
Hold$97.798.37% Upside
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
2.27
Hold$74.472.13% Upside

Current Analyst Ratings

Latest BLK, MS, SCHW, GS, and CS Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/18/2024
Morgan Stanley stock logo
MS
Morgan Stanley
JMP Securities
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Reiterated RatingMarket Perform
4/18/2024
Morgan Stanley stock logo
MS
Morgan Stanley
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$115.00 ➝ $118.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Bank of America
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Boost Price TargetBuy ➝ Buy$100.00 ➝ $106.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Jefferies Financial Group
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Boost Price TargetBuy ➝ Buy$107.00 ➝ $109.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Oppenheimer
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Boost Price TargetOutperform ➝ Outperform$97.00 ➝ $101.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Keefe, Bruyette & Woods
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Boost Price TargetMarket Perform ➝ Market Perform$94.00 ➝ $98.00
4/16/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
HSBC
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$460.00 ➝ $470.00
4/16/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Perform ➝ Market Perform$349.00 ➝ $360.00
4/16/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
Citigroup
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$410.00 ➝ $425.00
4/16/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
Evercore ISI
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Boost Price TargetOutperform ➝ Outperform$435.00 ➝ $440.00
4/16/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
Royal Bank of Canada
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Boost Price TargetSector Perform ➝ Sector Perform$390.00 ➝ $405.00
(Data available from 4/18/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
BlackRock, Inc. stock logo
BLK
BlackRock
$17.86B6.23$41.07 per share18.19$265.99 per share2.81
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
$22.88B0.12$0.25 per share3.51$15.26 per share0.06
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$108.42B1.21$41.64 per share9.68$363.61 per share1.11
Morgan Stanley stock logo
MS
Morgan Stanley
$96.19B1.53$8.51 per share10.60$55.58 per share1.62
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$18.84B6.88$4.69 per share15.55$17.93 per share4.07

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
BlackRock, Inc. stock logo
BLK
BlackRock
$5.50B$39.3518.9916.061.5532.26%15.34%4.91%7/12/2024 (Estimated)
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
-$7.64B$0.651.37N/A15.12%23.83%1.81%N/A
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8.52B$25.6115.7410.861.548.17%8.65%0.58%7/17/2024 (Estimated)
Morgan Stanley stock logo
MS
Morgan Stanley
$9.09B$5.4916.4412.131.809.57%10.87%0.85%7/16/2024 (Estimated)
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$5.07B$2.3930.5116.421.1026.14%19.86%1.19%7/16/2024 (Estimated)

Latest BLK, MS, SCHW, GS, and CS Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
4/16/2024Q1 24
Morgan Stanley stock logo
MS
Morgan Stanley
$1.69$2.02+$0.33$2.02$14.42 billion$15.14 billion    
4/15/2024Q1 2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8.54$11.58+$3.04$11.58$12.94 billion$14.21 billion    
4/12/2024Q1 2024
BlackRock, Inc. stock logo
BLK
BlackRock
$9.42$9.81+$0.39$9.14$4.65 billion$4.73 billion    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
BlackRock, Inc. stock logo
BLK
BlackRock
$20.402.73%+11.26%51.84%15 Years
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
$0.055.62%N/A7.69%N/A
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$11.002.73%+28.06%42.95%3 Years
Morgan Stanley stock logo
MS
Morgan Stanley
$3.403.77%+32.41%61.93%3 Years
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1.001.37%+11.57%41.84%2 Years

Latest BLK, MS, SCHW, GS, and CS Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/11/2024
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
Quarterly$2.752.77%5/30/20245/30/20246/27/2024
4/16/2024
Morgan Stanley stock logo
MS
Morgan Stanley
quarterly$0.853.8%4/29/20244/30/20245/15/2024
1/24/2024
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
quarterly$0.251.58%2/8/20242/9/20242/23/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
BlackRock, Inc. stock logo
BLK
BlackRock
0.32
3.48
3.48
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
2.79
1.53
1.53
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
1.98
1.12
0.76
Morgan Stanley stock logo
MS
Morgan Stanley
2.89
0.75
0.75
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
0.82
0.43
0.43

Ownership

Institutional Ownership

CompanyInstitutional Ownership
BlackRock, Inc. stock logo
BLK
BlackRock
80.69%
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
11.20%
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
71.21%
Morgan Stanley stock logo
MS
Morgan Stanley
84.19%
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
84.38%

Insider Ownership

CompanyInsider Ownership
BlackRock, Inc. stock logo
BLK
BlackRock
0.90%
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
N/A
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
0.54%
Morgan Stanley stock logo
MS
Morgan Stanley
0.24%
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
6.60%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
BlackRock, Inc. stock logo
BLK
BlackRock
19,800148.94 million147.60 millionOptionable
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
50,4803.11 billionN/AOptionable
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
45,300324.53 million322.78 millionOptionable
Morgan Stanley stock logo
MS
Morgan Stanley
80,0001.63 billion1.62 billionOptionable
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
33,0001.78 billion1.66 billionOptionable

BLK, MS, SCHW, GS, and CS Headlines

SourceHeadline
Charles Schwab (NYSE:SCHW) Trading 1.3% Higher Charles Schwab (NYSE:SCHW) Trading 1.3% Higher
marketbeat.com - April 18 at 3:41 PM
Ninety One UK Ltd Cuts Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)Ninety One UK Ltd Cuts Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)
marketbeat.com - April 18 at 1:49 PM
Is Schwab Small-Cap Index (SWSSX) a Strong Mutual Fund Pick Right Now?Is Schwab Small-Cap Index (SWSSX) a Strong Mutual Fund Pick Right Now?
finance.yahoo.com - April 18 at 1:11 PM
William Blair Analysts Boost Earnings Estimates for The Charles Schwab Co. (NYSE:SCHW)William Blair Analysts Boost Earnings Estimates for The Charles Schwab Co. (NYSE:SCHW)
marketbeat.com - April 18 at 6:31 AM
Q2 2024 EPS Estimates for The Charles Schwab Co. Boosted by William Blair (NYSE:SCHW)Q2 2024 EPS Estimates for The Charles Schwab Co. Boosted by William Blair (NYSE:SCHW)
americanbankingnews.com - April 18 at 1:46 AM
Charles Schwab (NYSE:SCHW) Trading Up 2.6% Following Analyst UpgradeCharles Schwab (NYSE:SCHW) Trading Up 2.6% Following Analyst Upgrade
americanbankingnews.com - April 18 at 1:12 AM
The Charles Schwab Co. (NYSE:SCHW) Holdings Reduced by Flossbach Von Storch AGThe Charles Schwab Co. (NYSE:SCHW) Holdings Reduced by Flossbach Von Storch AG
marketbeat.com - April 17 at 10:11 PM
Momentum as a factor in the markets is still strong, says Charles Schwabs Liz Ann SondersMomentum as a factor in the markets is still strong, says Charles Schwab's Liz Ann Sonders
msn.com - April 17 at 8:34 PM
The Charles Schwab Co. Forecasted to Earn Q2 2024 Earnings of $0.85 Per Share (NYSE:SCHW)The Charles Schwab Co. Forecasted to Earn Q2 2024 Earnings of $0.85 Per Share (NYSE:SCHW)
marketbeat.com - April 17 at 5:23 PM
Charles Schwab slashing Chicago office space with big subleasesCharles Schwab slashing Chicago office space with big subleases
therealdeal.com - April 17 at 2:49 PM
WPP, Charles Schwab look to offload more office spaceWPP, Charles Schwab look to offload more office space
chicagobusiness.com - April 17 at 2:49 PM
Charles Schwab Stock Rallies. Outlook for Cash Sorting Is Better Than You Think.Charles Schwab Stock Rallies. Outlook for Cash Sorting Is Better Than You Think.
msn.com - April 17 at 2:49 PM
Wealth Management Firms Are Reporting Record Client Assets. It Isn’t Just Because the Market Is Up.Wealth Management Firms Are Reporting Record Client Assets. It Isn’t Just Because the Market Is Up.
finance.yahoo.com - April 17 at 2:49 PM
Charles Schwab (NYSE:SCHW) Trading 2.6% Higher  Following Analyst UpgradeCharles Schwab (NYSE:SCHW) Trading 2.6% Higher Following Analyst Upgrade
marketbeat.com - April 17 at 11:16 AM
Charles Schwab Q1 Results: Strength Under The HoodCharles Schwab Q1 Results: Strength Under The Hood
seekingalpha.com - April 17 at 10:10 AM
The Charles Schwab Corporation (NYSE:SCHW) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesThe Charles Schwab Corporation (NYSE:SCHW) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
finance.yahoo.com - April 17 at 9:49 AM
Should You Expect Strong Earnings Growth for Charles Schwab Corp. (SCHW)?Should You Expect Strong Earnings Growth for Charles Schwab Corp. (SCHW)?
finance.yahoo.com - April 17 at 9:49 AM
Charles Schwab (NYSE:SCHW) Price Target Raised to $76.00 at Keefe, Bruyette & WoodsCharles Schwab (NYSE:SCHW) Price Target Raised to $76.00 at Keefe, Bruyette & Woods
americanbankingnews.com - April 17 at 4:44 AM
Charles Schwab (NYSE:SCHW) Receives "Market Outperform" Rating from JMP SecuritiesCharles Schwab (NYSE:SCHW) Receives "Market Outperform" Rating from JMP Securities
americanbankingnews.com - April 17 at 4:44 AM
Charles Schwab (NYSE:SCHW) Price Target Increased to $92.00 by Analysts at TD CowenCharles Schwab (NYSE:SCHW) Price Target Increased to $92.00 by Analysts at TD Cowen
americanbankingnews.com - April 17 at 4:44 AM
Charles Schwab (NYSE:SCHW) Price Target Increased to $75.00 by Analysts at BarclaysCharles Schwab (NYSE:SCHW) Price Target Increased to $75.00 by Analysts at Barclays
americanbankingnews.com - April 17 at 3:48 AM
Charles Schwab (NYSE:SCHW) Given New $89.00 Price Target at JPMorgan Chase & Co.Charles Schwab (NYSE:SCHW) Given New $89.00 Price Target at JPMorgan Chase & Co.
americanbankingnews.com - April 17 at 3:48 AM
Charles Schwab (NYSE:SCHW) Price Target Increased to $70.00 by Analysts at Bank of AmericaCharles Schwab (NYSE:SCHW) Price Target Increased to $70.00 by Analysts at Bank of America
americanbankingnews.com - April 17 at 3:48 AM
Crude Oil Down 1%; Charles Schwab Sales Top EstimatesCrude Oil Down 1%; Charles Schwab Sales Top Estimates
markets.businessinsider.com - April 17 at 12:27 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

BlackRock logo

BlackRock

NYSE:BLK
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York City with additional offices in Boston, Massachusetts; London, United Kingdom; Gurgaon, India; Hong Kong; Greenwich, Connecticut; Princeton, New Jersey; Edinburgh, United Kingdom; Sydney, Australia; Taipei, Taiwan; Singapore; Sao Paulo, Brazil; Philadelphia, Pennsylvania; Washington, District of Columbia; Toronto, Canada; Wilmington, Delaware; and San Francisco, California.
Credit Suisse Group logo

Credit Suisse Group

NYSE:CS
Credit Suisse Group AG is a holding company, which engages in the provision of financial services. It operates through the following four divisions: Wealth Management, Investment Bank, Swiss Bank and Asset Management and four geographic regions: Switzerland, Europe, the Middle East and Africa (EMEA), Asia Pacific, and Americas. The Wealth Management division offers comprehensive wealth management and investment solutions, tailored financing, and advisory services to ultra-high-net-worth (UHNW) and high net-worth (HNW) individuals and external asset managers. The Investment Bank division offers a broad range of financial products and services focused on client-driven businesses and also supports Credit Suisse's Wealth Management division and its clients. The Swiss Bank division offers comprehensive advice and a wide range of financial solutions to private, corporate, and institutional clients in Switzerland. The Asset Management division offers investment solutions and services globally to a broad range of clients, including pension funds, governments, foundations and endowments, corporations, and individuals. The company was founded by Alfred Escher on July 5, 1856 and is headqua
The Goldman Sachs Group logo

The Goldman Sachs Group

NYSE:GS
The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through Global Banking & Markets, Asset & Wealth Management, and Platform Solutions segments. The Global Banking & Markets segment provides financial advisory services, including strategic advisory assignments related to mergers and acquisitions, divestitures, corporate defense activities, restructurings, and spin-offs; and relationship lending, and acquisition financing, as well as secured lending, through structured credit and asset-backed lending and involved in financing under securities to resale agreements. This segment also offers client execution activities for cash and derivative instruments; credit and interest rate products; and provision of mortgages, currencies, commodities, and equities related products, as well as underwriting services. The Asset & Wealth Management segment manages assets across various classes, including equity, fixed income, hedge funds, credit funds, private equity, real estate, currencies, and commodities; and provides customized investment advisory solutions, wealth advisory services, personalized financial planning, and private banking services, as well as invests in corporate equity, credit, real estate, and infrastructure assets. The Platform Solutions segment offers credit cards and point-of-sale financing for purchase of goods or services. This segment also provides cash management services, such as deposit-taking and payment solutions for corporate and institutional clients. The Goldman Sachs Group, Inc. was founded in 1869 and is headquartered in New York, New York.
Morgan Stanley logo

Morgan Stanley

NYSE:MS
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.
Charles Schwab logo

Charles Schwab

NYSE:SCHW
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.