Purpose & Values hero image

Purpose & Values


At Schwab, we believe the best long-term growth strategy is one that puts clients first. Seeing our business “through clients’ eyes” helps us earn our clients’ trust as we strive daily to fulfill our purpose and act according to our values.


To champion every client’s goals with passion and integrity


  • Serve our clients in an ethical, empathetic and proactive way.
  • Innovate constantly to improve the client experience.
  • Respect fellow employees and reinforce the power of teamwork.
  • Be good stewards of the resources entrusted to us – client assets, our brand, and stockholder value.

"At Schwab, we keep things simple and build our strategy around the Golden Rule. We have a fundamental belief that if you treat clients as you would like to be treated, clients will bring in more business and will refer their friends and family members."
— President and CEO Walt Bettinger

More About Schwab