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: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
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
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
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: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
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
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
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: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
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
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
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: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
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
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
$1.75
+2.3%
$39.59
$27.70
$53.99
$136.38M0.546,293 shs22,388 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
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$203.15
+0.6%
$216.82
$199.34
$339.43
$7.64B0.98428,179 shs281,609 shs
Morgan Stanley stock logo
MS
Morgan Stanley
$90.23
+0.2%
$88.82
$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%
$68.38
$45.65
$73.88
$129.51B1.017.76 million shs8.21 million shs
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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
+1.74%-4.89%+4.17%+2.94%-66.09%
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
0.00%0.00%0.00%0.00%-2.84%
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
+0.60%-6.72%-7.03%-23.61%-39.50%
Morgan Stanley stock logo
MS
Morgan Stanley
+0.17%+3.92%+2.05%+5.72%-0.24%
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
+0.58%+3.27%+6.69%+14.33%+31.27%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
N/AN/AN/AN/AN/AN/AN/AN/A
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
2.7039 of 5 stars
3.50.02.50.01.40.01.9
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
4.941 of 5 stars
3.15.04.23.22.42.52.5
Morgan Stanley stock logo
MS
Morgan Stanley
4.7867 of 5 stars
2.25.03.32.42.62.53.1
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
4.5603 of 5 stars
2.14.02.51.83.12.53.1

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
N/AN/AN/AN/A
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
3.00
Buy$8.00798.88% Upside
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
2.10
Hold$252.8024.44% 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 SCHW, CS, MS, AMTD, and MKTX Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/18/2024
Morgan Stanley stock logo
MS
Morgan Stanley
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
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
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$100.00 ➝ $106.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Jefferies Financial Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$107.00 ➝ $109.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Oppenheimer
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$97.00 ➝ $101.00
4/17/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Perform ➝ Market Perform$94.00 ➝ $98.00
4/16/2024
Morgan Stanley stock logo
MS
Morgan Stanley
Cfra
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$97.00 ➝ $108.00
4/16/2024
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Outperform ➝ Market Outperform$80.00
4/16/2024
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
TD Cowen
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$87.00 ➝ $92.00
4/16/2024
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Perform ➝ Market Perform$75.00 ➝ $76.00
4/16/2024
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
JPMorgan Chase & Co.
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$86.00 ➝ $89.00
(Data available from 4/19/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
$175.19M0.78$3.57 per share0.49$24.39 per share0.07
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
$22.88B0.12$0.25 per share3.51$15.26 per share0.06
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$752.55M10.15$8.88 per share22.88$34.11 per share5.96
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
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
$157.45MN/A0.00N/AN/AN/AN/A4/19/2024 (Estimated)
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
-$7.64B$0.651.37N/A15.12%23.83%1.81%N/A
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$258.05M$6.8529.6624.964.2434.29%21.76%14.83%5/7/2024 (Confirmed)
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 SCHW, CS, MS, AMTD, and MKTX Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/7/2024N/A
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$1.85N/A-$1.85N/AN/AN/A  
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    
1/31/2024Q4 23
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$1.73$1.84+$0.11$1.84$196.70 million$197.20 million    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
N/AN/AN/AN/AN/A
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
$0.055.62%N/A7.69%N/A
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$2.961.46%+6.27%43.21%16 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 SCHW, CS, MS, AMTD, and MKTX Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
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
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
N/AN/AN/A
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
2.79
1.53
1.53
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
N/A
2.32
2.32
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
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
0.43%
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
11.20%
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
99.01%
Morgan Stanley stock logo
MS
Morgan Stanley
84.19%
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
84.38%

Insider Ownership

CompanyInsider Ownership
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
0.44%
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
N/A
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
2.00%
Morgan Stanley stock logo
MS
Morgan Stanley
0.24%
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
6.60%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
TD Ameritrade Holding Co. stock logo
AMTD
TD Ameritrade
9,22677.93 million77.59 millionNot Optionable
Credit Suisse Group AG stock logo
CS
Credit Suisse Group
50,4803.11 billionN/AOptionable
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
88137.60 million36.85 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

SCHW, CS, MS, AMTD, and MKTX Headlines

SourceHeadline
The Charles Schwab Co. Forecasted to Earn Q2 2025 Earnings of $1.00 Per Share (NYSE:SCHW)The Charles Schwab Co. Forecasted to Earn Q2 2025 Earnings of $1.00 Per Share (NYSE:SCHW)
americanbankingnews.com - April 19 at 3:02 AM
The Charles Schwab Co. (NYSE:SCHW) CFO Peter B. Crawford Sells 5,482 SharesThe Charles Schwab Co. (NYSE:SCHW) CFO Peter B. Crawford Sells 5,482 Shares
marketbeat.com - April 19 at 12:42 AM
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

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

TD Ameritrade logo

TD Ameritrade

NASDAQ:AMTD
TD Ameritrade Holding Corporation provides securities brokerage and related technology-based financial services to retail investors and traders, and independent registered investment advisors (RIAs) in the United States. It offers trade execution, clearing, and margin lending services; futures and foreign exchange trade execution services; and trustee, custodial, and other trust-related services to retirement plans and other custodial accounts, as well as provides cash sweep and deposit account products through third-party relationships. The company offers retail brokerage services for common and preferred stocks; exchange-traded funds (ETFs); options; futures; foreign exchange; mutual funds; fixed income products; primary and secondary offerings of fixed income securities, closed-end funds, and preferred stocks; margin lending; cash management services; and annuities. It operates tdameritrade.com, a Web platform for self-directed retail investors; thinkorswim, a desktop platform for traders; and TD Ameritrade Mobile, which allows on-the-go investors and traders to trade and monitor accounts from Web-enabled mobile devices. The company also offers investor education services for stocks, options, income investing, and portfolio management; AdvisorDirect, a national referral service for investors; real-time market news, insights, and investor education services; and self-directed brokerage services to employees of corporations. TD Ameritrade Holding Corporation provides its services primarily through the Internet, a network of retail branches, mobile trading applications, interactive voice response, and registered representatives through telephone. The company was founded in 1971 and is headquartered in Omaha, Nebraska.
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
MarketAxess logo

MarketAxess

NASDAQ:MKTX
MarketAxess Holdings Inc., together with its subsidiaries, operates an electronic trading platform for institutional investor and broker-dealer companies worldwide. The company offers trading technology that provides liquidity access in U.S. high-grade bonds, U.S. high-yield bonds, emerging market debt, eurobonds, municipal bonds, U.S. government bonds, and other fixed-income securities; and executes bond trades between and among institutional investor and broker-dealer clients in an all-to-all anonymous trading environment for corporate bonds through its Open Trading protocols. It also provides trading-related products and services, including composite+ pricing and other market data products to assist clients with trading decisions; auto-execution and other execution services for clients requiring specialized workflow solutions; connectivity solutions that facilitate straight-through processing; and technology services to optimize trading environments. In addition, the company offers various pre-and post-trade services, such as trade matching, trade publication, regulatory transaction reporting, and market and reference data across a range of fixed-income and other products. MarketAxess Holdings Inc. was incorporated in 2000 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.