Schwab: brands it owns and its ownership tree
Schwab (NYSE: SCHW) is a publicly listed company headquartered in the United States that owns 4 consumer brands.[1]
The Charles Schwab Corporation is a savings and loan holding company providing wealth management, securities brokerage, banking, asset management, custody and financial advisory services. At December 31, 2025 it reported $11.90 trillion in client assets, 38.5 million active brokerage accounts and 2.2 million banking accounts.
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Company facts
- Legal name
- The Charles Schwab Corporation
- Type
- publicly listed company · see all publicly listed company owners
- Headquarters
- 🇺🇸 United States
- Tickers
- NYSE: SCHW
- SEC CIK
- 0000316709
- Last verified
- · 1 sources
Schwab in numbers
- Schwab owns 4 consumer brands tracked here across 1 top-level categories; the largest is finance & insurance with 4 brands.[1]
Schwab financial history
Headline figures from Schwab's annual reports filed with the US Securities and Exchange Commission, in USD as reported, fiscal years ending 2020–2025. Revenue moved from $11.7bn to $23.9bn, an average of 15.4% a year (calculated).
| Fiscal year ended | Revenue | Operating income | Operating margin | Net income | Total assets | Long-term debt | Filing |
|---|---|---|---|---|---|---|---|
| $23.9bn | — | — | $8.85bn | $491bn | — | 10-K | |
| $19.6bn | — | — | $5.94bn | $479.8bn | — | 10-K | |
| $18.8bn | — | — | $5.07bn | $493.2bn | — | 10-K | |
| $20.8bn | — | — | $7.18bn | $551.8bn | — | 10-K | |
| $18.5bn | — | — | $5.86bn | $667.3bn | $18.9bn | 10-K | |
| $11.7bn | — | — | $3.3bn | $549bn | $13.6bn | 10-K |
Source: SEC XBRL company facts. A dash means the company did not report that line in a form we could read. Figures for a year can be restated in a later filing; the latest filing's number is shown.
Everything Schwab owns
Controlling ownership as of . Brands grouped under the entity that owns them; large groups are collapsed.
Full-screen interactive tree →
Brand portfolio by category
Recent changes to this record
Schwab SEC filings
The documents behind the figures on this page, as listed in the SEC's EDGAR index. Each links to the filing itself.
Annual reports
- Annual report, filed (10-K)
- Annual report, filed (10-K)
- Annual report, filed (10-K)
- Annual report, filed (10-K)
- Annual report, filed (10-K)
Proxy statements
- Proxy statement, filed (DEF 14A)
- Proxy statement, filed (DEF 14A)
- Proxy statement, filed (DEF 14A)
Recent current and quarterly reports
| Filed | Form | What it declares |
|---|---|---|
| 8-K | Other events | |
| 10-Q | Quarterly report | |
| 8-K | Results of operations and financial condition | |
| 8-K | Other events | |
| 8-K | Change to articles or bylaws | |
| 8-K | Results of a shareholder vote | |
| 8-K | Other events | |
| 10-Q | Quarterly report | |
| 8-K | Material change to rights of security holders; Change to articles or bylaws; Other events | |
| 8-K | Results of operations and financial condition | |
| 8-K | Regulation FD disclosure | |
| 8-K | Departure or appointment of directors or officers; Regulation FD disclosure | |
| 8-K | Results of operations and financial condition | |
| 8-K | Other events |
Frequently asked questions
What brands does Schwab own?
Schwab owns 4 consumer brands tracked here, including Charles Schwab, thinkorswim, Schwab Funds and Charles Schwab Bank.
Is Schwab an American company?
Yes. Schwab is headquartered in the United States.
Who owns Schwab?
Schwab is a publicly listed company owned by its shareholders; it trades as SCHW on the NYSE.
Sources (1) & corrections
Last verified . Every ownership fact above is backed by one of these primary documents. Numbers in brackets in the text refer to this list.
- [1] The Charles Schwab Corporation Annual Report on Form 10-K filed 2026-02-25 — SEC EDGAR, SEC Form 10-K, published 25 February 2026; retrieved 9 October 2026.
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