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Charles Schwab

0L3IAsset ManagementWestlake, United States

The Charles Schwab Corporation, along with its affiliated entities, delivers a broad spectrum of financial services. These offerings include client wealth management, securities brokerage, banking solutions, investment oversight, asset custody, and professional financial advisory. The company's operations are organized into two primary divisions: Investor Services and Advisor Services. The Investor Services segment caters to individual retail investors and corporate clients, offering services such as brokerage, investment guidance, banking and trust administration, and retirement planning. It also provides comprehensive record-keeping for various equity compensation plans, such as stock options, restricted stock, performance shares, and stock appreciation rights. Furthermore, this segment processes clearing services for retail investors and mutual funds, in addition to providing compliance solutions. The Advisor Services segment is dedicated to supporting independent investment advisors, providing them with a comprehensive platform that encompasses asset custody, trading capabilities, banking services, and other essential support functions. It also includes services for retirement businesses and corporate brokerage retirement plans. Advisors gain access to various brokerage account options for trading equities, fixed income, options, futures, and forex, along with margin lending. For cash management, it facilitates access to third-party certificates of deposit. The segment offers access to both proprietary and third-party mutual funds and exchange-traded funds (ETFs), including related trading and clearing services. It also provides advice-based solutions, such as managed portfolios comprising proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice, and specialized financial planning. Additionally, this segment offers banking products including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines. Trust services, covering custody, personal trust reporting, and administrative trustee roles, are also provided. As of December 31, 2021, the company maintained a significant physical presence, with approximately 400 branch offices across 48 U.S. states and the District of Columbia. Its international reach extended to Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, The Charles Schwab Corporation has its main headquarters situated in Westlake, Texas.

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Charles Schwab at a glance

Charles Schwab is an asset management company headquartered in Westlake, United States, founded in 1971. It is publicly listed (0L3I) with a market capitalisation of $182.3B. Xcout tracks 11 named people at Charles Schwab, including Richard A. Wurster (Chief Executive Officer, President & Director). Xcout recorded 16 job postings from Charles Schwab in the last 90 days.

Industry
Asset Management
Headquarters
Westlake, United States
Market cap
$182.3B
Employees
32,100
Ticker
0L3I
Founded
1971
Founder
Charles R. Schwab
Job postings recorded (90 days)
16
Xcout AI Rank
9/100

Charles Schwab leadership

  • Richard A. WursterChief Executive Officer, President & Director
  • Michael VerdeschiMD & Chief Financial Officer
  • Tim HeierMD & Chief Technology Officer
  • Shannon JureckaManaging Director & Chief Administrative Officer
  • Stacy HammondMD & Chief Marketing Officer
  • Charles Robert SchwabFounder & Co-Chairman

5 more named people on record for Charles Schwab, with roles, board committees and tenure — see the full roster →

Hiring at Charles Schwab

Xcout recorded 16 job postings from Charles Schwab in the last 90 days, from a hiring record Xcout has kept since June 2026.

The weekly hiring trend, the roles and locations behind it — see Charles Schwab's hiring signals →

Recent Charles Schwab news

3 corporate events on record, with sources — see the full timeline →

Tech stack

.NETC#

Charles Schwab competitors

A few of Charles Schwab's closest competitors — see the full list of competitors and alternatives →

Bank of America0Q16 · BankingCharlotte, United States
68% matchPublic

Bank of America Corporation, operating through its various subsidiaries, functions as a global financial institution, offering a broad spectrum of banking and financial solutions. Its diverse clientele includes individual consumers, small and mid-sized businesses, institutional investors, major corporations, and governments worldwide. The company's Consumer Banking division caters to everyday financial needs, providing traditional and money market savings accounts, certificates of deposit (CDs), IRAs, and both interest-bearing and noninterest-bearing checking accounts, alongside various investment products. It also issues credit and debit cards, extends residential and home equity mortgages, and offers direct and indirect loans, such as those for automotive purchases, recreational vehicles, and personal use. Within the Global Wealth & Investment Management segment, the focus is on asset management, brokerage services, banking, and a full suite of trust and retirement products. This segment also delivers comprehensive wealth management strategies and specialized asset management solutions tailored to client needs. The Global Banking unit addresses the needs of commercial clients with a range of lending options, including commercial loans, leases, commitment facilities, trade finance, and both commercial real estate and asset-based lending. Additionally, it provides sophisticated treasury solutions, encompassing treasury management, foreign exchange services, short-term investing options, and merchant processing. This unit also aids in working capital management and supports clients with debt and equity underwriting and distribution, as well as merger-related and other financial advisory services. Finally, the Global Markets division facilitates market activities through market-making, financing, and securities clearing, settlement, and custody services. It offers advanced risk management products utilizing derivatives across interest rate, equity, credit, currency, and commodity markets, in addition to foreign exchange, fixed-income, and mortgage-related products. As of December 31, 2021, Bank of America had a significant reach, serving approximately 67 million consumer and small business clients. This extensive network was supported by around 4,200 retail financial centers, roughly 16,000 automated teller machines (ATMs), and digital banking platforms used by approximately 41 million active users. The corporation, established in 1784, is headquartered in Charlotte, North Carolina.

Market cap$461.3B
Employees213,000
Bank of America competitors & alternatives →
KeyCorpKEY · BankingCleveland, United States
67% matchPublic

KeyCorp functions as the parent entity for KeyBank National Association, delivering a wide array of banking services to retail and business clients across the United States. Its operations are distinctly segmented into a Consumer Bank and a Commercial Bank. Targeting both individual consumers and small to medium-sized businesses, the corporation extends a comprehensive suite of services. These offerings include various deposit accounts, investment solutions, personal financial planning and wellness programs, student loan refinancing, mortgage and home equity products, general lending, credit card services, treasury management, business advisory, wealth and asset management, and trust-related services. Moreover, the company furnishes middle-market clients with a robust selection of sophisticated banking and capital market products. These encompass syndicated lending, debt and equity capital market offerings, commercial payment solutions, equipment financing, commercial real estate mortgage banking, derivatives, foreign exchange services, financial advisory, and public finance. Its commercial mortgage portfolio encompasses loans across diverse sectors, including consumer, energy, healthcare, industrial, public sector, real estate, and technology. Additionally, KeyCorp engages in community development financing, securities underwriting, brokerage, and investment banking services. As of December 31, 2021, its operational reach extended across 15 states, supported by an extensive network of approximately 999 physical branches and 1,317 automated teller machines (ATMs). Beyond its physical footprint, the company offers online and mobile banking capabilities, alongside a dedicated telephone banking call center and other offices. Established in 1849, KeyCorp maintains its corporate headquarters in Cleveland, Ohio.

Market cap$24.9B
Employees16,989
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Swissquote Group Holding Ltd0QLD · FintechGland, Switzerland
65% matchPublicAI 8/100 ▼Green 4/100 ▼

Swissquote Group Holding Ltd, together with its subsidiaries, offers a comprehensive suite of online financial services spanning Switzerland, the broader European market, the Middle East, and the Asia Pacific region. The company's business is structured around two primary divisions: Securities Trading and Leveraged Forex. It also operates an online bank, accommodating multi-currency deposits and withdrawals, notably including digital crypto assets. Within its Securities Trading segment, Swissquote provides an extensive range of services. These include sophisticated tools for real-time trading across a vast selection of asset classes, custody solutions, and access to investment, decision-making, risk monitoring, and margin lending functionalities. This offering serves a diverse clientele, from individual investors and independent asset managers to professional investors, investment funds, various institutional clients, and other financial institutions. Furthermore, the company enables over-the-counter (OTC) trading for leveraged foreign exchange and Contracts for Difference (CFDs). This service is available to private investors, money managers, third-party financial institutions, and institutional entities such as investment funds. Beyond these core services, Swissquote's portfolio includes Lombard and margin loans, robo-advisory solutions, multi-currency credit cards, dedicated crypto services, online leasing, and e-mortgage facilities. Established in 1999, the company's headquarters are located in Gland, Switzerland.

Market cap$7.6B
Employees1,095
PythonJavaSpringJavaScriptKubernetes
Swissquote Group Holding Ltd competitors & alternatives →
Central Pacific Financial Corp NewCPF · BankingHonolulu, United States
65% matchPublic

Central Pacific Financial Corporation functions as the parent company of Central Pacific Bank, delivering a comprehensive suite of commercial banking services and financial solutions. This institution caters to businesses, professionals, and individual clients across the United States. Its diverse range of deposit offerings includes personal and commercial checking and savings accounts, money market accounts, and certificates of deposit (CDs). The bank is also a significant lender, providing commercial, financial, and agricultural loans, alongside both commercial and residential mortgages and construction financing. These lending solutions are tailored for small to mid-sized enterprises, business professionals, and real estate developers and investors. Furthermore, it extends home equity and various consumer loans to local residents and individuals seeking to purchase homes. Beyond core banking, it offers a wide array of supplementary services, such as debit cards, online and mobile banking platforms, cash management solutions, extensive ATM access, and other digital banking tools. Clients can also utilize traveler's checks, safe deposit boxes, international banking support, night depositories, foreign exchange, and wire transfer services, as well as trust and retail brokerage offerings. A dedicated wealth management division provides non-deposit investment products, annuities, insurance, and professional investment management, alongside asset custody and general financial consultation and planning assistance. As of December 31, 2021, its operational footprint included 30 branch locations and 69 automated teller machines exclusively throughout Hawaii. Established in 1954, the corporation maintains its headquarters in Honolulu, Hawaii.

Market cap$1B
Employees697
Central Pacific Financial Corp New competitors & alternatives →
Wells Fargo & CompanyWFC · BankingSan Francisco, United States
65% matchPublic

Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The company’s financial products and services includes checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. It also provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services; and financial solutions to private, family owned and public companies through products and services including banking and credit products across multiple industry sectors and municipalities, secured lending and lease products, and treasury management. In addition, it offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.

Market cap$248.1B
Employees211,608
Wells Fargo & Company competitors & alternatives →

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More on Charles Schwab in Xcout Intel

  • 11 named people with titles, LinkedIn and board committees
  • Weekly hiring history and the mix of roles behind it
  • 3 corporate events with sources — deals, leadership changes, layoffs
  • The full competitor set, tracking, exports and API access
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