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Schwab Holdings, Inc. Financials and Filings

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Parent Company Colorado RSSD 2922478 Est. 2000

Part of: The Charles Schwab Corporation

Schwab Holdings, Inc. is a company that controls other entities based in Colorado. It is not a bank holding company and files no FR Y-9 report. It controls 2 active subsidiaries, none of them a bank that files its own call report.

Filing Details fiscal year and SEC registration

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Organization Map select + to expand a subsidiary's own holdings

Holding company Reporting bank Nonbank subsidiary
  • Schwab Holdings, Inc.
    Holding Company CO RSSD 2922478
    • Charles Schwab & Co., Inc.
      Nonbank Subsidiary TX RSSD 1026641
    • Schwab Wealth Advisory, Inc.
      Nonbank Subsidiary CA RSSD 4588533

Direct Subsidiaries 2 active direct subsidiaries

Entity Type State Total Assets Share of bank subsidiary assets
Charles Schwab & Co., Inc. · 1026641 Nonbank Subsidiary TX — —
Schwab Wealth Advisory, Inc. · 4588533 Nonbank Subsidiary CA — —

Regulator records: FFIEC NIC profile (RSSD 2922478)