THE CHARLES SCHWAB CORPORATION
THE CHARLES SCHWAB CORPORATION is a registered legal entity registered in United States under 0805161458, and its current status with Texas Secretary of State — SOSDirect is active. The company was incorporated on 27 July 2023 and lists its registered address as LONE TREE, United States. 5 shareholders are on record for THE CHARLES SCHWAB CORPORATION, and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Texas Secretary of State — SOSDirect and was last updated on 15 September 2026.
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Shareholders
5
Five shareholders are currently on record for THE CHARLES SCHWAB CORPORATION, reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.
The largest of these is GLOBAL X FUNDS-Global X U.S. Preferred ETF, holding 0.1% — the largest recorded stake — followed by SPDR SERIES TRUST-SPDR(R) ICE Preferred Securities ETF at 0%; the remaining 3 shareholders shown hold smaller stakes.
The register reports 23 shareholders in total, though only the top 5 by holding are shown in this view.
Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| GLOBAL X FUNDS-Global X U.S. Preferred ETF | 0.1% | Texas Secretary of State — SOSDirect | |
| SPDR SERIES TRUST-SPDR(R) ICE Preferred Securities ETF | 0% | Texas Secretary of State — SOSDirect | |
| Mengis Capital Management, Inc. | 0% | Texas Secretary of State — SOSDirect | |
| Estabrook Capital Management | 0% | Texas Secretary of State — SOSDirect | |
| Archer Investment Corp | 0% | Texas Secretary of State — SOSDirect |
Officers
5
The Managing Director & Chief Information Officer of THE CHARLES SCHWAB CORPORATION on record is Dennis Willard Howard; 5 officers are shown here, filed with Texas Secretary of State — SOSDirect.
The register reports 20 officers in total, including past appointments, though only the 5 most relevant records are shown here.
Management authority at THE CHARLES SCHWAB CORPORATION sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
Group Structure
THE CHARLES SCHWAB CORPORATION has no recorded parent company — it sits at the top of its own group structure, with 22 subsidiaries recorded beneath it across 1 jurisdiction. Each of these downward relationships is derived rather than filed: resolved by matching entities across the registry network, not stated directly in a single document.
Those 22 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Six of the 22 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
THE CHARLES SCHWAB CORPORATION
United States
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Frequently Asked Questions
Who owns THE CHARLES SCHWAB CORPORATION?
Five shareholders are currently on record for THE CHARLES SCHWAB CORPORATION, reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is GLOBAL X FUNDS-Global X U.S. Preferred ETF, holding 0.1% — the largest recorded stake — followed by SPDR SERIES TRUST-SPDR(R) ICE Preferred Securities ETF at 0%; the remaining 3 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
Who is THE CHARLES SCHWAB CORPORATION's UBO (Ultimate Beneficial Owner)?
Every shareholder recorded for THE CHARLES SCHWAB CORPORATION is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.
How many shareholders does THE CHARLES SCHWAB CORPORATION have on record?
5 shareholders are shown on record for THE CHARLES SCHWAB CORPORATION. The register reports 23 in total; only the top 5 by holding are shown here.
What is THE CHARLES SCHWAB CORPORATION's company registration number?
THE CHARLES SCHWAB CORPORATION's registration number is 0805161458, filed with Texas Secretary of State — SOSDirect in United States. Its current status on the register is active.
Is THE CHARLES SCHWAB CORPORATION still an active company?
THE CHARLES SCHWAB CORPORATION's status on Texas Secretary of State — SOSDirect is listed as active.
When was THE CHARLES SCHWAB CORPORATION incorporated?
THE CHARLES SCHWAB CORPORATION was incorporated on 27 July 2023, according to Texas Secretary of State — SOSDirect.
What is THE CHARLES SCHWAB CORPORATION's registered address?
The registered address on file for THE CHARLES SCHWAB CORPORATION is LONE TREE, United States.
Who are the officers/directors of THE CHARLES SCHWAB CORPORATION?
The Managing Director & Chief Information Officer of THE CHARLES SCHWAB CORPORATION on record is Dennis Willard Howard; 5 officers are shown here, filed with Texas Secretary of State — SOSDirect. Management authority at THE CHARLES SCHWAB CORPORATION sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
Does THE CHARLES SCHWAB CORPORATION have a parent company or subsidiaries?
THE CHARLES SCHWAB CORPORATION has no recorded parent company — it sits at the top of its own group structure, with 22 subsidiaries recorded beneath it across 1 jurisdiction. Those 22 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Six of the 22 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
Can Zavia monitor changes to THE CHARLES SCHWAB CORPORATION's ownership over time?
This profile reflects a point-in-time snapshot from Texas Secretary of State — SOSDirect. Zavia's monitoring API can track changes to THE CHARLES SCHWAB CORPORATION's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access THE CHARLES SCHWAB CORPORATION's data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like THE CHARLES SCHWAB CORPORATION's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Texas Secretary of State — SOSDirect and was last synced on 15 September 2026.