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Charles Schwab

Westlake, Texas, United States · Finance, Financial Services, Lending

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schw

Key facts

Headquarters
Westlake, Texas, United States
Employees
34,000
Industries
Finance, Financial Services, Lending
Status
Public (SCHW)
Website
www.schwab.com
LinkedIn
Company page

Recent activity at Charles Schwab

  • : SEC 8-K (8.01): On November 12, 2026, The Charles Schwab Corporation issued a total of $3 billion in various notes, including $300 million in Floating Rate Notes due 2030, $1.3 billion in 5.334% Fixed-to-Floating Rate Senior Notes due 2030, and $1.4 billion in 5.732% Fixed-to-Floating Rate Senior Notes due 2034. The net proceeds from this offering amounted to approximately $2.982 billion after expenses. The issuance followed an Underwriting Agreement made on November 9, 2026, with notable underwriters such as Citigroup and Goldman Sachs. This transaction is significant as it enhances CSC's liquidity and strengthens its balance sheet for future growth opportunities.
  • : Charles Schwab Bank and The DEC Network Launch Fort Worth Entrepreneur Center
  • : SEC 8-K (8.01): On August 12, 2026, The Charles Schwab Corporation issued $1,250,000,000 aggregate principal amount of 5.108% Fixed-to-Floating Rate Senior Notes due 2032 and $1,350,000,000 aggregate principal amount of 5.655% Fixed-to-Floating Rate Senior Notes due 2037. The net proceeds from this offering were approximately $2,582 million. This issuance follows an Underwriting Agreement entered into on August 10, 2026, with several underwriters including BofA Securities, Citigroup, and Morgan Stanley, for the sale of the Notes. The strategic implications of this transaction may include enhanced liquidity and capital management for CSC, supporting future growth initiatives.
  • : SEC 8-K (2.02): On July 21, 2026, The Charles Schwab Corporation announced its financial results for the quarter ended June 30, 2026. This announcement included a press release that outlines the company's performance metrics, such as revenue, net income, and key operational highlights for the second quarter. The results are significant as they provide insights into the firm's financial health and strategic direction. The details of this announcement are to be furnished in Exhibit 99.1 of the 8-K filing.
  • : SEC 8-K (8.01):
  • : SEC 8-K (8.01): On May 21, 2026, The Charles Schwab Corporation (CSC) issued $1,000,000,000 of 4.744% Fixed-to-Floating Rate Senior Notes due 2030 and $1,250,000,000 of 5.493% Fixed-to-Floating Rate Senior Notes due 2037. The total net proceeds from this offering were approximately $2,236 million after accounting for underwriting discounts and expenses. This issuance was made under a Senior Indenture dated November 14, 2025, and was facilitated by an Underwriting Agreement entered into on May 18, 2026, with major underwriters including BofA Securities, Citigroup, Goldman Sachs, J.P. Morgan, and Wells Fargo. The notes are expected to have significant implications for CSC's capital structure and future financial flexibility.
  • : SEC 8-K (8.01): On April 20, 2026, CSC entered into an Underwriting Agreement with several underwriters including Citigroup Global Markets Inc. and Goldman Sachs & Co. LLC, to sell 1,500,000 shares of Depositary Shares, each representing a 1/100th ownership interest in a share of Series L Preferred Stock. The agreement includes customary representations and warranties, conditions to closing, and indemnification rights. Furthermore, CSC has agreed to indemnify the Underwriters against certain liabilities under the Securities Act of 1933. This offering is underpinned by a prospectus supplement filed on the same day, April 20, 2026, indicating a strategic move to raise capital through preferred stock issuance.
  • : SEC 8-K (2.02): On April 16, 2026, The Charles Schwab Corporation announced its financial results for the quarter ended March 31, 2026, through a press release. The announcement likely included key financial metrics such as revenue, net income, and comparisons to previous quarters, impacting stakeholders and market perception. The filing reflects the company's ongoing operations and financial performance, which are critical for investors and analysts assessing Schwab's current standing and strategic direction. The press release is attached as Exhibit 99.1, further detailing the financial results.
  • : SEC 8-K (7.01): On March 2, 2026, The Charles Schwab Corporation announced the closing of its acquisition of Forge Global Holdings, Inc. This acquisition represents a significant strategic move for Schwab as it expands its portfolio in the financial services sector. The transaction details and financial amounts were not specified in the press release, but the acquisition closed on March 2, 2026, indicating recent activity. This move is expected to enhance Schwab's growth and service offerings in the investment ecosystem.
  • : Charles Schwab Corporation Appoints Dennis Howard as Chief Technology Officer

Leadership

  • Cassandra Bartlett, VP, Branch Manager
  • Liz, Chief Investment Strategist
  • Dennis Howard, Chief Technology Officer
  • Timothy Heier, Chief Technology Officer
  • Traci Stahl, Chief Operating Officer
  • Henry Anne, Chief Financial Officer
  • Jonathan Craig, Chief Executive Officer
  • Reynaldo Ventura, Human Resources Operations Associate
  • Catherine Casey, Senior Human Resources Executive
  • Kathy Jones, Chief Fixed Income Strategist
  • Valerie Wagner, Director of Finance and Operations
  • Hal Paul, Finance Director

Verified email and direct lines for Charles Schwab’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.

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About Charles Schwab: questions and answers

What does Charles Schwab do?

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schw

Where is Charles Schwab headquartered?

Charles Schwab is headquartered in Westlake, Texas, United States.

How many employees does Charles Schwab have?

Charles Schwab has about 34,000 employees.

Who leads Charles Schwab?

Jonathan Craig is a Chief Executive Officer at Charles Schwab.

What is the latest news on Charles Schwab?

On Nov 12, 2026, SEC 8-K (8.01): On November 12, 2026, The Charles Schwab Corporation issued a total of $3 billion in various notes, including $300 million in Floating Rate Notes due 2030, $1.3 billion in 5.334% Fixed-to-Floating Rate Senior Notes due 2030, and $1.4 billion in 5.732% Fixed-to-Floating Rate Senior No

Is Charles Schwab a public company?

Yes. Charles Schwab is publicly traded under the ticker SCHW.

Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy

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