Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. is an SEC-registered ibd network in Lone Tree, CO with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Charles Schwab & Co., Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 5393, SEC 801-29938, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-29)
- Firm type
- Ibd Network
- Location
- Lone Tree, CO
- Employees
- 30,690
- Clients
- 389,618
- CRD
- 5393
- Ownership
- DWYER, CARRIE ELIZABETH; HAVLIK, BARI MANZARI; COGHLAN, JOHN PHILIP; DODDS, CHRISTOPHER VINCENT; LEEMON, DANIEL OREN
How much AUM does Charles Schwab & Co., Inc. have?
Charles Schwab & Co., Inc. reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Charles Schwab & Co., Inc.?
Disclosed owners and executives of Charles Schwab & Co., Inc. include DWYER, CARRIE ELIZABETH, HAVLIK, BARI MANZARI, COGHLAN, JOHN PHILIP, DODDS, CHRISTOPHER VINCENT, LEEMON, DANIEL OREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.