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Charles Schwab's Overview

Total employees32009
HeadquartersWestlake
Founded

The Charles Schwab Corporation is a leading American multinational financial services company. Founded on the principle of making investing accessible to everyone, Schwab offers a full range of brokerage, banking, and financial advisory services to individual investors and independent investment advisors. Known for its client-focused approach, 'Through Clients' Eyes' strategy, technology innovation, and competitive pricing, Schwab manages trillions in client assets and serves millions of brokerage accounts, corporate retirement plans, and banking accounts.

Where is Charles Schwab's Headquarters?

HQ Function

Primary hub for corporate leadership, strategic decision-making, central administrative functions, and key operational support.

Notable Features:

Modern, expansive campus built reflecting Schwab's scale post-TD Ameritrade acquisition. Features collaborative workspaces, significant employee amenities, and advanced technological infrastructure.

Work Culture:

Professional and client-centric, emphasizing integrity, innovation, stewardship, and teamwork ('Win Together'). The Texas location blends financial services professionalism with a large campus environment.

HQ Significance:

Represents a major strategic consolidation and relocation from the company's historical roots in San Francisco, positioning it centrally in the US for future growth and talent acquisition.

Values Reflected in HQ: Innovation (modern design, tech infrastructure), Client Focus (designed to support service delivery), Employee Focus (amenities, collaborative spaces), Stability and Growth (significant investment in a central HQ).

Location:

While predominantly focused on the United States market, Charles Schwab has a targeted global presence to serve specific client segments. Key international offices are located in London, Singapore, and Hong Kong. These locations primarily support U.S. expatriates, non-resident investors seeking access to U.S. markets, and provide localized services compliant with regional regulations. They facilitate brokerage and investment services for eligible international clients.

Street Address:

3000 Schwab Way

City:

Westlake

State/Province:

Texas

Country:

USA

Charles Schwab's Global Presence

Lone Tree, Colorado, USA

Address: 9899 Schwab Way, Lone Tree, CO 80124

Key hub leveraging the Denver metro area's talent pool, supporting clients nationally and serving as a critical operational backbone.

Phoenix, Arizona, USA

Address: 2423 E Lincoln Dr, Phoenix, AZ 85016 (Example address, multiple facilities exist)

Supports national operations and client service needs, utilizing the Phoenix area's workforce and infrastructure.

San Francisco, California, USA

Address: 211 Main St, San Francisco, CA 94105

Maintains connection to the Bay Area's tech and financial talent, supports West Coast operations and legacy functions.

London, United Kingdom

Address: 10 King William St, London EC4N 7TW, UK

Provides access to Schwab's platform for eligible clients residing in the UK and parts of Europe.

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
Rick Wurster - President
Peter Crawford - Managing Director, Chief Financial Officer
Joseph R. Martinetto - Managing Director, Chief Operating Officer
Stacy Hammond - Managing Director, Chief Administrative Officer
Neesha Hathi - Managing Director, Chief Digital Officer

Investors of Charles Schwab

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

Publicly Traded (NYSE: SCHW)
The Vanguard Group
BlackRock Inc.
State Street Corporation
Toronto-Dominion Bank (Significant Shareholder post-TD Ameritrade deal)
Capital Research Global Investors
Geode Capital Management

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Charles Schwab's senior-most executive team (CEO, President, CFO, COO) has shown stability over the past 12 months. Notable changes primarily involved integration-related roles following the TD Ameritrade acquisition or divisional leadership adjustments. No major departures or hires within the core C-suite were widely reported during this period.

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 commonly uses the 'first.last' email format for its employees globally. Variations might exist but this is the most prevalent structure.

first.last@schwab.com

Format

walt.bettinger@schwab.com

Example

85%

Success rate

News and media

Associated PressMay 28, 2024

Schwab Completes Final Phase of TD Ameritrade Client Transition

Charles Schwab announced the successful completion of the final phase of the TD Ameritrade client transition over Memorial Day weekend, marking the culmination of the largest brokerage integration in history....more

ReutersApril 15, 2024

Charles Schwab beats profit estimates as client assets grow

Schwab reported first-quarter profit that topped Wall Street estimates, benefiting from a rise in asset management fees and clearing client cash sorting hurdles that had previously pressured its earnings....more

Charles Schwab Press ReleaseMay 13, 2024

Schwab Reports Monthly Activity Highlights for April 2024

The Charles Schwab Corporation reported key client activity metrics for April 2024, showing core net new assets brought to the company by new and existing clients totaled $10.9 billion. Total client assets reached a record $9.12 trillion....more

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