also on other fortune lists

company facts

f500 stats

Fortune 500

Gene X Hwang/Orange Photography


Charles Schwab


The global securities brokerage and investment management company oversees $3.04 trillion in client assets as of 2017 and is headquartered in San Francisco.

Looking for leads, investment insights, or competitive intelligence?


Walter W. Bettinger II

CEO Title

President, Chief Executive Officer & Director





HQ Location

San Francisco, CA

Years on Fortune 500 List




Profile provided by S&P Global.
Charles Schwab is also featured in these fortune lists
Key Financials (Last Fiscal Year)
$ millions% change
Revenues ($M)$7,64417.6%
Profits ($M)$1,889.030.5%
Assets ($M)$223,383
Total Stockholder Equity ($M)$16,421
Market Value — as of March 31, 2017 ($M)$54,555
Profit Ratios
Profit as % of Revenues24.7%
Profits as % of Assets0.8%
Profits as % of Stockholder Equity11.5%
Earnings Per Share (Last Fiscal Year)
Earnings Per Share ($)1.31
EPS % Change (from 2015)27.2%
EPS % Change (5 year annual rate)13.4%
EPS % Change (10 year annual rate)3.3%
Total Return
Total Return to Investors (2016)20.9%
Total Return to Investors (5 year, annualized)29.9%
Total Return to Investors (10 year, annualized)9.3%
()0.00 0.00 (0)
  • Previous Close:
  • Market Cap: NaNB
  • Next Earnings Date:
  • High:
  • Low:
  • 52 Week High:
  • 52 Week Low:
  • 52 Week Change %: 0.00
  • P/E Ratio: n/a
  • EPS:
  • Dividend Yield: n/a

News about Charles Schwab

How Charles Schwab Execs Helped an Entrepreneur from Kosovo up Her Game

Melita Ymeraga is part of the Fortune/State Department mentorship program.

Read More →
Here's Who Donated to President Trump's Gigantic Inauguration Fund

A mix of old friends and companies that had spats with the incoming president.

Read More →
Goldman Sachs' Robo-Adviser to Give Investment Advice to Its Affluent Customers

For years the company has grappled with tapping the mass affluent segment without diluting its brand

Read More →
Fidelity Investments Might Have Just Started a Trading Commission Price War

Fidelity's new price offers a discount of more than 50% when compared with some rivals.

Read More →
Morgan Stanley Looks to Tech Industry to Improve Wealth Management

It's also been trying to lend more to wealthy customers.

Read More →