Culture

This summer marks the fifth year since Charles Schwab opened its first North Texas corporate office and it’s planning to expand in a big way. 

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When you meet Bridgette and Bradford, two values jump to mind: education and family.  These days, they live and work in separate cities but enjoy keeping their Schwamily spirit going strong.  

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Combine marriage and a large corporate acquisition and you get a different type of Schwamily. At least that’s what happened to John and Shelby, who are now one of our many Schwouples!

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Peter’s life would best be described as a journey – both geographic and professional. Born in Jamaica, Peter has lived in seven different states in the United States, including 16 different cities. These days he lives in the Richfield, Ohio area and works as a client relationship manager with Workplace Financial services.

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Words like commitment and loyalty might be used best to describe long-time Schwabbie Linda as she nears her 35-year anniversary with the firm. We recently had a chance to catch up with Linda and reflect on what those years have meant to her.

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In Richfield, Ohio, two sisters and their cousin bring a combined 25 years of service to Charles Schwab with a focus on both clients and family. Meet Cindy, Lisa and Donna.

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Father’s Day has come and gone but we wanted to highlight the families who’ve welcomed a new baby during the past year and celebrate a few of our new Schwab and TDA dads!

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In honor of Father’s Day, we want to introduce you to a father/son duo who share many important qualities, including a love of serving Schwab clients. Meet Brial and son Adam.

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June is PRIDE month. And what better way to celebrate the LGBTQ+ community than to get to know one of the outstanding Schwabbies who’s made diversity and inclusion part of her personal mission. Meet Phoenix-based Stephanie B.

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Thanks to both Schwab and TDA employees across the firm and even around the globe, this year’s virtual Schwab Volunteer Month was once again able to provide direct support to projects in our communities.

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As Schwab welcomes members of the 2021 Virtual Intern Academy, who better to offer some advice for our newest Schwabbies than interns who successfully became full-time Schwab employees? Here’s what some of our former interns had to say.

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Schwabbies across the country (and parts of the globe!) donated their time and talent during Schwab Volunteer Month to virtually read to children. We asked some of those volunteers why giving back is important and what children’s book they chose to share!

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One year has already passed since Charles Schwab acquired the brokerage and managed portfolio accounts and assets from USAA’s Investment Management Company. Here are some reflections from several former USAA employees, now full-fledged Schwabbies.

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The month of May is dedicated to honoring Asian and Pacific Islander Heritage.  As part of the celebration of those communities, we had the chance to sit down with Westlake-based Schwabbie Blair and ask her four questions.  

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Brian is a tried-and-true Schwabbie who’s dedicated his career to supporting Schwab clients and their financial goals. He is also a proud military spouse who has supported his wife through a unique military career. 

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Meet Chicago Schwabbie Veronica. In addition to managing life during the pandemic, she has been supporting her husband, an active member of the Indiana Army National Guard, all while waging a personal fight against breast cancer.

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As we continue to celebrate Mother’s Day, we pay tribute to some of our amazing moms who welcomed new little ones into their lives during this unique time and hear some of their perspectives.

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Moms hold a special place in our hearts, especially during challenging times like we’ve faced for more than a year. We sat down with Monica and Danny, a mother and son Schwamily, to learn more about what it’s like to work together. 

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Schwab kicks off its first ever Schwab Volunteer Month with 300 organized community service projects and 6,000 employee volunteers.

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A Schwab employee with family ties to Autism Spectrum Disorder leveraged her leadership role to champion autism awareness at Schwab's Chicago office. Thanks to a group of tech volunteers, that grassroots campaign is going virtual this summer with the development of an Autism Acceptance app that will reach all 32,000 Schwabbies.

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Tim, a Schwab Financial Consultant and military veteran, is retiring after two decades of service, having worked at both Schwab and TDA. Read about his plans for retirement, his career journey thus far, and the things he’ll miss most about working at Schwab.

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Meet founder Chuck Schwab as we commemorate 50 years of his entrepreneurial spirit and commitment to the individual investor -- from his First Commander days to the firm he leads today that changed the investing landscape for the better.

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Over the past year, more than 95% of Schwab and TDA employees have had the ability to work from home during the Covid-19 pandemic. Here's a look at the efforts across the firm and the custodial teams who keep our campuses clean. 

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Here at Schwab, we think all moms are pretty super. So super in fact, we’d like to introduce you to one. Meet Lauren, super mom.

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Rumi, who leads Compliance Solutions in Workplace Financial Services, says it is Schwab’s unique culture and strong leadership that reinforces his belief in the company.

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Schwabbie Lily shares how Schwab helps her strike the right balance between career professional and pandemic parent. 

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When the COVID-19 pandemic halted in-person activities on the Westlake, Texas campus, Schwabbies Laura F. and Patrick G., local community outreach co-chairs of the Charles Schwab Abilities Network (CSAN), saw an opportunity.

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Schwab’s new multi-tiered mentorship program helps employees increase their network and keep connected in a virtual world.

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Employees Sean C. and Kristy A. share their first-person accounts of getting through the recent deep freeze that gripped Texas.  

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As a firm, Charles Schwab has been committed to fostering inclusion in financial services since its founding. In 2021, the firm is expanding its efforts significantly with four new programs.

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During the unprecedented uncertainty of 2020, Charles Schwab Foundation and Schwab and TD Ameritrade employees stepped up more than ever to lift those in need while maintaining our focus on financial literacy.

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Meet another longest-serving Schwabbie, Diane R., who’s celebrating her 40th anniversary with the firm from Naperville, Illinois.  
 

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Schwabbie Rasheeda shares her thoughts as a pandemic parent and as a Historically Black College and University (HBCU) alumna.

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With 2020 behind us, both Schwab and TDA employees say they’re hopeful as we head into 2021. 

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Schwabbies take comfort that our world-class commitment to our communities remains stronger than ever, banding together to support each other and those in need during truly unprecedented times.

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As we approach 2021, we asked a handful of our leaders a question: Which book helped them get through this challenging year? Here's what they're reading.

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Schwab employees and TDA Associates share first-hand perspective on what 2020 has taught them.

Schwamilies are a special group here at the firm. And this Schwamily is no different. Meet two sisters and a daughter who make up a Schwamily that’s been with the organization in one form or another for many years.

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Due to COVID-19, Schwab’s eighth annual Pro Bono Challenge moved to a virtual environment to continue the impactful work of supporting community organizations in a time of great need.

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As one of the company's most tenured employees, Shelton S. shares his perspective as a 40-year Schwabbie.

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Establishing a “new normal” during the unusual year of 2020 was an effort already in full swing even before the pandemic began. How Schwabbie Madisyn learned to thrive in her role following an autism diagnosis. 

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Schwab and TD Ameritrade employees reflect on a year of change and uncertainty and share what they remain hopeful for.

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As part of Charles Schwab’s first-ever “Military Pro Bono Challenge”, a few new Schwabbies joined with members of Schwab's Military Veterans Network (MVN) to put their professional skills to work for military- and veteran-focused nonprofits.

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Tammy’s Schwab story is a virtual circle – one that starts at Schwab and has brought her back to the firm.

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Schwab continues to celebrate our veteran employees. Meet Schwabbie Bryn N., a U.S. Naval Academy graduate.

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November is National Veterans and Military Families Month. At Schwab, celebrating the service of our many veteran employees is paramount. In that spirit, meet new Schwabbie and veteran - Tony M.

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Have you ever driven 100 miles and thought, “This is taking forever!” Now imagine doing it on foot. On purpose. Repeatedly. Schwabbie Mark B. tests his endurance with ultramarathon races.

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Schwab executive Christian R. rises above his early life challenges and uses his experiences to succeed both in his personal and professional lives.

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For more than 28 years, Felicia has been supporting clients and colleagues alike in the North Dallas Branch. See what sweet surprise Felicia bring to work in honor of her colleagues every year.

As part of this year’s celebration of the International Day of the Girl, Charles Schwab celebrates the Women’s Interactive Network at Schwab (WINS) Employee Resource Group (ERG). Schwab leaders and WINS co-chairs Annie L. and Karen B. talk about the important role WINS plays at Schwab.

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Schwab's Parent Network (SPAN) hosted a virtual 'Schwab Kids Day' and connected more than 900 Schwab families around the country.

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Phoenix-based Armando P. still loves coming to work at Schwab after more than three decades of service.

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Schwabbie Amber S. connects her education in anthropology to her work in corporate talent attraction.

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Schwab’s Employee Resource Groups get creative to keep connected virtually.

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At a time when a global pandemic is forcing all of us to do less in some areas — less travel, less socializing with friends and family, and less time spent away from home in general —Schwab is looking for ways to help its employees do more.

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As part of Schwab’s commitment to diversity, inclusion and accessibility companywide, we’re shining a light on some of the achievements and opportunities in these crucial areas.

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Meet a special Schwab family of brothers who say they’re most excited to work together every day while serving Schwab clients. 

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Danielle Munoz, who joined Schwab in late May as part of its USAA acquisition, is excited to continue her passion of really putting the client first.

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Schwab Bank's Community Development Group helps vulnerable communities in collaboration with some of the most innovative and dedicated financial first responders during the COVID-19 crisis.

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For the first time ever, Charles Schwab’s nine-week Intern Academy is being held entirely online this summer, with students reporting for work each day the same way more than 95 percent of Schwab’s workforce currently is: from home.

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True to its founding principles, Schwab has been at the forefront in challenging the way the finance industry looks and by creating a welcoming and inclusive culture.

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This Father’s Day, Schwab is celebrating some of our outstanding dads who are supporting their families while they teach some important life lessons and learn a few themselves along the way.

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At Schwab, veterans and military families have found opportunity through fellowships which often lead to full-time employment. Hear from one of our new employees.

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Schwab’s Women’s Interactive Network (WINS) is an employee resource group dedicated to helping women in their careers. Joe Vietri and Mary Rosai, executive sponsors of the WINS program, talk about what drives their involvement.

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Even though this Mother’s Day might feel a little different, we want to say thanks to all of the moms who do it all. Here are some of our favorite Schwab moms and their sweet families.

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Seeing the world through clients’ eyes is our long-time promise, and that has not changed even in the face of these unprecedented events.  But we also know that without our employees – our “Schwabbies” – we simply cannot fulfill that promise.

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In recognition of International Women’s Day, we spoke to Katie and Monica, two Schwabbies working internationally. Their stories are different, but they have one thing in common: their passion for serving Schwab’s International clients.

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All across our country and around the globe, people continue to grapple with the devastating effects of the COVID-19 pandemic but it’s heartwarming and encouraging to see people stepping up to meet this challenge in heroic and historic ways. 

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As a recognized veteran-friendly employer, Charles Schwab is fortunate to have employees who have spent time in the armed forces working for the firm.

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Kimberly Clark has always pushed herself to try new things while creating a life of purpose and commitment. At the root of it all has been one guiding force: Curiosity.

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Charlos Gary always dreamed of becoming a cartoonist. Now he spends his days creating infographics, cartoons and motion graphics for Charles Schwab's research publications.

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I sat down with my dad, Chuck Schwab, to talk about his new memoir, INVESTED...Take a look.

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I’m so pleased that Chuck is sharing his story for the first time in its entirety in a new memoir entitled, Invested - Changing Forever The Way Americans Invest. It’s a compelling story of an entrepreneur who believes down to his core that doing what’s right by your customers is the surest way to success in business.

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As a proud alumnus, I was honored to give the commencement address to the University of Maryland’s Smith School of Business class of 2019. My family was there with me that night – including my father who graduated from Maryland in the 60’s, and my daughter who graduated from Maryland last year. We are three generations of proud Terps.

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I shared with the audience one powerful question I was asked many years ago by a colleague. The question was simple: “Are you passionate about what you’re doing?” It sounds like an obvious question, but for me, it was critically important and got me to reexamine my situation. 

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This week, we are welcoming several new Schwabbies to the Digital Services team. As new faces join, I remember my first weeks at Schwab – and the question I asked my new colleagues: “why did you come to Schwab?” So, here’s my answer to that question.

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I’ve long been a champion of financial empowerment for women. That's why, as a commissioner on the San Francisco Commission on the Status of Women, I was excited to host a day-long event, the #GenderEquityChallenge Forum, which highlighted and encouraged corporate policies that advance women in the workplace.

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Every summer, I meet with over a hundred of our interns to answer their questions about our company, Charles Schwab, the financial services industry, and most importantly, how to embark on a fulfilling career. But every year, I learn from them too. 

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It’s a well-known secret that executives, especially CEOs, often work within an information silo – where what they hear is what employees believe they want to hear – and bad news often struggles to find its way into their purview...No matter where we are in our careers, we can all benefit from continuing to ask the tough questions.

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On almost a whim, I decided to leave my secure job at a large company and spend my life savings to start my own business...I learned some of the hardest and most valuable lessons of my life during those years. Here are three that I wish that bright-eyed and ambitious 22-year-old had known.

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