The Charles Schwab Corporation is an American multinational financial services company founded by Charles R. Schwab. Headquartered in Westlake, Texas, it is one of the largest brokerage firms in the United States. Schwab offers a comprehensive suite of services including investment brokerage, banking, asset management, retirement planning, and financial advisory. Known for its client-centric approach, innovative technology, and a wide range of investment products, Schwab serves millions of individual investors, independent investment advisors, and corporate clients. The company's mission is to empower investors and help them achieve their financial goals through accessible, low-cost, and high-quality financial solutions.
Serves as the central hub for corporate leadership, strategic decision-making, technology innovation, and enterprise-wide operations for Charles Schwab.
The modern Westlake campus spans over 70 acres and features state-of-the-art facilities, collaborative workspaces, employee amenities like fitness centers and cafes, and environmentally conscious design. It was designed to foster innovation and employee well-being.
The work culture at Schwab's headquarters, reflective of the broader company, emphasizes client service ('Through Clients' Eyes' philosophy), integrity, innovation, and teamwork. There's a focus on professional development and a collaborative environment.
The Westlake headquarters signifies Schwab's continued growth and commitment to being a leading financial services provider. Its location in the Dallas-Fort Worth metroplex provides access to a diverse talent pool and a business-friendly environment, supporting long-term strategic goals.
Charles Schwab primarily serves clients in the United States. However, it extends its services to U.S. expatriates and a limited number of international clients through Schwab Global Services, which provides access to U.S. markets. The company maintains a physical presence in London, United Kingdom (Charles Schwab, U.K., Limited), and has service capabilities for clients in select other regions like Singapore and Hong Kong, primarily supporting U.S. expatriates or specific international client segments. Core operations, technology, and brokerage services are largely managed from the U.S.
3000 Schwab Way
Westlake
TX
USA
Address: 211 Main Street, San Francisco, CA 94105
Key presence on the West Coast, tapping into the Bay Area's rich talent pool in technology and finance. Important center for innovation and development.
Address: 9800 Schwab Way, Lone Tree, CO 80124
Serves as a critical operational hub for the Mountain West region and nationally, known for its extensive facilities and skilled workforce.
Address: 150 South Wacker Drive, Chicago, IL 60606
Acts as a key hub for the Midwest region, providing access to a major financial center and diverse client base.
Address: 1958 Summit Park Drive, Orlando, FL 32810
Important site for Schwab's operational infrastructure, supporting client needs across the Eastern and Southern United States.
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As of April 2025, Charles Schwab' leadership includes:
Charles Schwab has been backed by several prominent investors over the years, including:
Charles Schwab has experienced key leadership transitions in the past year, notably within its technology and advisor services divisions, reflecting strategic shifts and succession planning.
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Charles Schwab primarily uses the 'firstname.lastname@schwab.com' email format. Variations like 'firstinitiallastname@schwab.com' or 'firstname_lastname@schwab.com' might exist but are less common. Always verify the recipient's exact email address for important communications.
firstname.lastname@schwab.com
Format
jane.doe@schwab.com
Example
85%
Success rate
Charles Schwab Newsroom • June 13, 2024
The Charles Schwab Corporation announced its May 2024 activity highlights, reporting total client assets, net new assets, and client account metrics. These reports provide insights into the company's ongoing business performance and client engagement....more
Financial Planning • May 21, 2024
Charles Schwab appointed Neesha Hathi as its new Chief Information Officer. Hathi, a long-time Schwab executive, previously led the company's digital services and wealth and advice solutions. This move underscores Schwab's focus on technology and innovation....more
InvestmentNews • April 24, 2024
Tom Ricketts was appointed to lead Schwab Advisor Services, succeeding Jon Beatty. Ricketts, previously head of the Schwab digital-first retail business, will take on the new role effective June 28, 2024. Jon Beatty will become COO of the advisor services unit....more
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