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SCHW
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The Charles Schwab Corporation

🇺🇸 NYSE/NASDAQ

📈 HIGH PRICE GROWTH

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👑 Overview

📈 Performance

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 28.86%
Annual Growth

5 years average annual capital growth

🌏

5
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.

📈 Performance

Price History*

+229.92%

1M

1Y

10Y

Graph

Table

* US price history does not take into account stock splits

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💵 Investing amount calculator

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💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

N/A
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
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💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$95.15

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in SCHW

5

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

23 weeks

💵 Average investment amount

$2,299

Last time a customer invested in SCHW

5 days
SCHW investor breakdown
💵 Income of investors

More than 200k

150k - 200k

20%

100k - 150k

50k - 100k

20%

Less than 50k

60%
👶 Age of investors

18 - 25

20%

26 - 34

20%

35 - 90

60%
🙋 Legal gender of investors

Female

20%

Male

80%

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