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Charles Schwab's Overview

Total employees32009
HeadquartersWestlake
Founded

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.

Where is Charles Schwab's Headquarters?

HQ Function

Serves as the central hub for corporate leadership, strategic decision-making, technology innovation, and enterprise-wide operations for Charles Schwab.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The campus design and amenities reflect Schwab's values of innovation, employee well-being, collaboration, and a forward-looking approach to financial services, as well as its commitment to the local community.

Location:

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.

Street Address:

3000 Schwab Way

City:

Westlake

State/Province:

TX

Country:

USA

Charles Schwab's Global Presence

San Francisco, CA, 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.

Lone Tree, CO, USA

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.

Chicago, IL, USA

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.

Orlando, FL, USA

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.

Buying Intent Signals for Charles Schwab

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Charles Schwab

As of April 2025, Charles Schwab' leadership includes:

Charles R. Schwab - Founder and Chairman
Walt Bettinger - Co-Chairman and Chief Executive Officer
Peter Crawford - Managing Director, Chief Financial Officer
Joe Martinetto - Managing Director, Chief Operating Officer
Neesha Hathi - Managing Director, Chief Information Officer
Jonathan Craig - Managing Director, Head of Investor Services
Tom Ricketts - Managing Director, Head of Advisor Services (effective June 28, 2024)

Investors of Charles Schwab

Charles Schwab has been backed by several prominent investors over the years, including:

The Vanguard Group, Inc.
BlackRock, Inc.
State Street Corporation
Dodge & Cox
T. Rowe Price Associates, Inc.
Geode Capital Management, LLC

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits1

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.

Departures

Bernie Clark, Bernie Clark retired as Head of Advisor Services, a role he held with distinction, significantly growing the business. His retirement was announced in mid-2023.

New Appointments:

Neesha Hathi, Neesha Hathi appointed as new Chief Information Officer, transitioning from her role as Managing Director, Head of Schwab Wealth & Advice Solutions.
Tom Ricketts, Tom Ricketts appointed as the new Head of Advisor Services, succeeding Jon Beatty who took on a new role as COO of the division.

Technology (Tech Stack) used by Charles Schwab

Discover the tools Charles Schwab uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Charles Schwab Email Formats and Examples

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

News and media

Charles Schwab NewsroomJune 13, 2024

Schwab Reports May Monthly Activity Highlights

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 PlanningMay 21, 2024

Schwab Names Neesha Hathi as New Chief Information Officer

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

InvestmentNewsApril 24, 2024

Charles Schwab names Tom Ricketts to head advisor services

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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