The Charles Schwab Corporation
PublicThe Charles Schwab Corporation is now publicly traded
The data on this page reflects The Charles Schwab Corporation's private-market history up to the point it went public, including its funding rounds, valuation, and investors.
Last Round
Follow-on Offering
May 17, 2023
Total Funding Raised
$2.48B
Company Overview
The Charles Schwab Corporation is a financial services company that provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries.
Sector
Other
AI Layer
Application
Keywords
RIA custodianonline brokeragewealth managementcommission-free tradingdiscount brokeragefinancial advisoryrobo-advisorcustodial services401(k) servicesactive trader platformnet interest revenueequity compensation planpayment for order flowPFOFprivate market investing
The Charles Schwab Corporation Comparables
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The Charles Schwab Corporation Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Follow-on Offering | May 17, 2023 |
The Charles Schwab Corporation Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Firmographic Details
HeadquartersWestlake, Texas
Year Founded1971
Last FundingMay 17, 2023