The Charles Schwab Corporation

Public

Westlake, TexasOtherhttps://www.schwab.com/

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

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The Charles Schwab Corporation Comps

Public and private peers based on sector, stage, and business model.

Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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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

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The Charles Schwab Corporation Filings

SEC and related filings with document metadata.

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The Charles Schwab Corporation Filings

SEC and related filings with document metadata.

Firmographic Details

HeadquartersWestlake, Texas

Year Founded1971

Last FundingMay 17, 2023

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