Investor Information
Analysts
Analysts
| Firm | Analyst | ||
|---|---|---|---|
| Argus Research Co. | Stephen Biggar | ||
| Autonomous | Christian Bolu | ||
| Bank of America Securities | Craig Siegenthaler | ||
| Bank of Montreal | Brennan Hawken | ||
| Barclays | Benjamin Budish | ||
| Citizens Bank | Devin Ryan | ||
| Deutsche Bank Securities | Brian Bedell | ||
| Goldman Sachs | Alexander Blostein | ||
| Jefferies | Dan Fannon | ||
| JP Morgan | Ken Worthington | ||
| Morgan Stanley & Co. | Michael Cyprys | ||
| Piper Sandler & Co. | Patrick Moley | ||
| Raymond James® | Patrick O'Shaughnessy | ||
| Rothschild & Co Redburn | Charles Bendit | ||
| TD Cowen | Bill Katz | ||
| Truist Securities | David Smith | ||
| UBS | Michael Brown | ||
| William Blair | Jeff Schmitt | ||
| Wolfe Research | Steven Chubak |
Stock ownership services
All stockholders of record are welcome to participate in The Charles Schwab Corporation Dividend Reinvestment and Stock Purchase Plan, managed by Equiniti Trust Company. For information on the Dividend Reinvestment and Stock Purchase Plan or assistance on stock-ownership questions, please contact Equiniti Trust Company or The Charles Schwab Corporation at the numbers below.
Corporate Headquarters
The Charles Schwab Corporation
3000 Schwab Way
Westlake, TX 76262
817-859-5000
Transfer Agent and Registrar
Equiniti Trust Company
Shareowner Services
P.O. Box 64854
St. Paul, MN 55164
(877) 778-6753
Independent auditors
Deloitte & Touche LLP
2200 Ross Avenue, Suite 1600
Dallas, Texas 75201-6778
(214) 840-7000
Annual stockholders meeting
The 2025 Annual Meeting of Stockholders of the Charles Schwab Corporation took place via webcast on May 22, 2025.