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CHARLES SCHWAB CORPORATION

Deals Overview

Total Deals6

Valued Deals2

Total Value£ 21.69 B

Avg. Deal Size£ 10.85 B

Market Context

Senior Management

Rick Wurster
Vice President
Erin Montgomery
Rich Fowler
Investors Relations Director

Sort

nordstrom (banking unit)

HQ - United States

Banks

1 Nov 2017

Investment Date

100%

Stake

n/a

Deal Value

usaa (assets portfolio)

HQ - United States

Diversified Financials

3 Apr 2020

Investment Date

100%

Stake

£ 1.45 B

Deal Value

td ameritrade holding corp

HQ - United States

Asset Managers and Custodians

6 Oct 2020

Investment Date

100%

Stake

£ 20.25 B

Deal Value

wasmer schroeder & company llc

HQ - United States

Asset Managers and Custodians

1 Jul 2020

Investment Date

100%

Stake

n/a

Deal Value

dynasty financial partners

HQ - United States

Asset Managers and Custodians

16 Dec 2022

Investment Date

n/a

Deal Value

dynasty financial partners

HQ - United States

Asset Managers and Custodians

8 Oct 2024

Investment Date

n/a

Deal Value

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