Culture
Our people, our passion, our commitment

Featured Stories
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CultureA family journey through war, immigration, and new opportunities
Schwab Charitable leader Sam Kang attributes much of his success to the opportunities he's had thanks to sacrifices his parents made while growing up.
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CultureInstilling hope for people living with mental illness
After suffering from depression for decades Bobby Straus, author and Schwab employee, speaks out about his journey to finding help.
Additional Stories
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CultureCelebrating the many paths to motherhood
The road to motherhood can take many different paths, so we talked to two Schwabbies about their unique journeys.
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CultureUniting cultures through shared experiences
Lu Stone, a first-generation Chinese immigrant, shares her journey and talks about how she continues to learn and help others in her community.
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CultureChampioning Neurodiversity at Work
Neurodivergent employees have a wide range of skills that can benefit all lines of business, which is why Schwab is standing up a new program called: Neurodiversity at Work.
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CulturePutting health and safety first in the branch network
From in-person, to remote, to in-person again, hear how one of Schwab’s branches in the heart of NYC has adopted a hybrid working model.
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CultureA personal commitment to learning and financial literacy
Growing up in a developing country gave Ed Z., who now works on Schwab's Digital Services team, a unique perspective on the importance of education. Read article >
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Community, CultureCleaning up Austin
After seeing so much trash on the side of the road, a member of the Schwab Cycling Team decided to take things into his own hands.
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CultureFinding the perfect fit
Facing challenges head on and proactively looking for opportunities has worked well for this tenured leader.
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CultureA collaborative space that welcomes all perspectives
See how a career development cohort formed and led by women in finance has created growing value.
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CultureChanging the future for women in finance
A program designed to boost confidence and overcome limiting beliefs that could be hindering career development
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CultureForging their own career paths
Meet two women who are driven to grow their own careers and are dedicated to helping others do the same.
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CulturePaving the way for women in technology
Inspired by the strong role models in her own life, see how one technology leader is finding ways to pave the path forward for other women.
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Culture, CommunitySchwabbies continue to serve their communities through the pandemic
See how Schwab employees find ways to give back to their communities when in-person volunteering and other traditional methods are limited.
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CultureFamily legacy of military service translates to service for clients
Coming from a family built on generations of military service, it is no surprise this Schwabbie has service in her DNA.
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CultureChallenging conventional wisdom through research
A fresh look at data, this time through a new lens of race and ethnicity. See what one researcher discovered about people of color and investing.
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Culture, Community, IndustryStrengthening our future through diversity and inclusion
An update on Schwab’s diversity and inclusion programming and progress towards fostering greater belonging in financial services.
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CultureDeveloping diverse leaders: Meet Sabrina Halstead
Hear about Sabrina's experience working with a nonprofit focused on improving the professional and social trajectory of African American leaders.
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Culture, CommunityExpanding financial access through listening, learning, & partnership
See how Alvin O., a Schwab Community Development Group member, finds opportunities to better reach and serve Black & Hispanic investors.
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CultureCreating a new tribe with a new team
Snake's name is interesting and comes from his Native American heritage. True to his name, Snake is embarking on a new journey. Having recently retired from the Navy Reserves after 20 years, he's joined Schwab as an employee.
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CultureBuilding a community of belonging
As an immigrant from Cameroon, Igxtelle understands the hardships faced when learning a new culture and dedicates time to helping others like herself.
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CultureMeet 'Renaissance Man' and former intern: Andrew V.
With a background as a Schwab intern and a passion for learning, Andrew is now an advocate for young adults trying to figure out their own careers.
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Culture, ViewpointsWhat it takes to become a leader
Charles Schwab CEO Walt Bettinger gives advice to the next generation of talent on how to develop and advance in their careers.
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Culture | MILITARY VETERANS MONTHTo Chris Simcho, service is an essential value
Before joining finance, Chris served in the Marines and says he aims to instill the values he learned during that time in the teams he leads today.
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Culture | National Mentoring DayMy experience as an Asian-American working in financial services
Becoming a leader isn't about blending in, it's about embracing our differences. John Dang shares his experience in Schwab's D&I mentorship program.
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Culture | National Mentoring DayMentorship Program partners with colleagues of color to support career growth
Schwab executive René Kim offers a mentor’s perspective on Schwab’s new Mentoring Program for colleagues of color.
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CultureWhy Schwab celebrates National Coming Out Day beyond October 11th
At Schwab, having an inclusive workplace culture that encourages employees to be themselves is great and having employees who truly believe in it is even better.
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CultureNew D&I mentorship program connects employees to support career growth
Rod Willett, long-term Schwab leader, shares what it's been like for him to participate in a mentorship program designed for employees of color.
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CultureMeet Kaitlyn, NCAA basketball player and Schwab intern
Each year Schwab proudly hosts students across the country as members of the Schwab Intern Academy. Meet Ohio-based and NCAA athlete, Kaitlyn.
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CultureMeet Christina, veteran and Schwab intern
Meet one of Schwab's interns, Christina. Her positive attitude and resilience stand out most and are two of the important qualities she’s bringing to this year’s Schwab Intern Academy.
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CultureCharles Schwab continues to grow (and hire) in Dallas-Fort Worth
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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CultureMeet Bridgette and Bradford, Schwabbies and siblings
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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CultureMarriage, acquisition creates new kind of Schwamily
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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CultureFrom food to finance: Meet Schwabbie Peter
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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CultureLinda, my Schwab story
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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CultureJust like Schwamily!
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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Culture | Father's DayCelebrating Schwab and TDA Dads!
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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Culture | Father's DayCelebrating Father’s Day: Meet the Wissman Schwamily
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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Culture | PRIDE MonthCelebrating PRIDE: Meet Stephanie
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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Culture, Community | Schwab Volunteer MonthVirtual Schwab Volunteer Month keeps spirit of giving alive and well
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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CultureInterns turned Schwabbies offer new cohort advice
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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Culture, Community | Schwab Volunteer MonthSchwabbies bring the joy of reading to kids during virtual Schwab Volunteer Month
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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CultureOne year later: Schwab remains ready to serve
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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Culture | AAPI Heritage MonthBlair, my Schwab story
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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Culture | Military Spouse AppreciationMeet Brian, Schwabbie and military spouse
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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Culture | Military Spouse AppreciationHonoring military spouses: Meet Veronica
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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Culture | Mother's DayCelebrating new moms this pandemic Mother’s Day
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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Culture | Mother's DayHappy Mother’s Day! Meet a mother and son Schwamily
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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Culture, CommunitySchwabbies unite for a dedicated month of virtual community service
Schwab kicks off its first ever Schwab Volunteer Month with 300 organized community service projects and 6,000 employee volunteers.
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Culture, InnovationAutism Acceptance Tree inspires awareness and innovation
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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CultureCelebrating over 20 years at Schwab: Tim’s commitment to service
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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Culture, IndustryMeet Schwab’s employee #1
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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CultureStanding together: Celebrating our Schwabbies
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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CultureRumi, my Schwab story
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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CultureMeet Schwab El Paso’s Lily
Schwabbie Lily shares how Schwab helps her strike the right balance between career professional and pandemic parent.
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Culture, CommunityCharles Schwab Abilities Network teams up to help local students
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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CultureSchwab Employee Resource Groups launch multi-tiered mentorship programs
Schwab’s new multi-tiered mentorship program helps employees increase their network and keep connected in a virtual world.
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CultureA week of wild weather: Two employees recount their experiences
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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Culture, Community, IndustrySchwab ramps up its ongoing D&I efforts with multiple new programs in 2021
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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Culture, CommunityA look back at 2020: Schwab serving our communities
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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CultureForty Years Serving Clients: Meet Diane R.
Meet another longest-serving Schwabbie, Diane R., who’s celebrating her 40th anniversary with the firm from Naperville, Illinois.
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Culture | Black History MonthHBCU alumna turned first-time pandemic parent
Schwabbie Rasheeda shares her thoughts as a pandemic parent and as a Historically Black College and University (HBCU) alumna.
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CultureHopeful for 2021
With 2020 behind us, both Schwab and TDA employees say they’re hopeful as we head into 2021.
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Culture, CommunityAs an unexpected year is coming to a close, Schwab’s commitment to communities remains
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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CultureStill home for the holidays: Books that helped me get through 2020
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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CultureWhat did we learn in 2020?
Schwab employees and TDA Associates share first-hand perspective on what 2020 has taught them.
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CultureAll in the Schwamily
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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Culture, CommunitySchwab’s Pro Bono Challenge pivots, succeeds virtually
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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CultureMeet one of Schwab’s longest-serving employees: Shelton S.
As one of the company's most tenured employees, Shelton S. shares his perspective as a 40-year Schwabbie.
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CultureForging a new path
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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CultureThankful in 2020
Schwab and TD Ameritrade employees reflect on a year of change and uncertainty and share what they remain hopeful for.
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Community, Culture | Military Veterans MonthRising to the challenge to support Military and Veterans nonprofits
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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Culture | Military Veterans MonthMeet Tammy, Schwabbie and military spouse
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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Culture | Military Veterans MonthHonoring our Veterans: Meet Bryn N.
Schwab continues to celebrate our veteran employees. Meet Schwabbie Bryn N., a U.S. Naval Academy graduate.
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Culture | Military Veterans MonthMeet Tony M., new Schwabbie and veteran
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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CultureSchwabbie goes the distance with ultramarathons
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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Culture | Hispanic Heritage MonthLooking for inspiration? Meet Schwabbie Christian R.
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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Culture | Hispanic Heritage MonthFelicia L., my Schwab Story
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.
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CultureCelebrating Schwab’s continuing commitment to women
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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CultureSPAN celebrates Schwab Kids’ Day
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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Culture | Hispanic Heritage MonthCelebrating Hispanic Heritage Month with a longtime Schwabbie
Phoenix-based Armando P. still loves coming to work at Schwab after more than three decades of service.
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CultureSchwab anthropologist connects campus recruiting to diverse talent for the firm
Schwabbie Amber S. connects her education in anthropology to her work in corporate talent attraction.
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CultureSchwab’s Employee Resource Groups transition online; Continue celebrating Schwab culture
Schwab’s Employee Resource Groups get creative to keep connected virtually.
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Culture, CommunityHow can employees stay connected and give back in a pandemic? Virtual volunteering
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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CultureCelebrating diversity, inclusion and accessibility at Schwab
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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CultureThe Three Musketeers: Meet the Richardson Schwamily
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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CultureNew Schwabbie Danielle Munoz excited to bring USAA experiences to Schwab
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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Culture, InnovationBridging the Gap
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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Culture, InnovationSchwab internships move online
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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Culture, CommunitySchwab taking pride in acceptance and inclusion
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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CultureCelebrating Schwab Dads!
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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Culture | MilitaryHiring our heroes: Meet Audrey Wakefield
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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CultureEverybody WINS when women are empowered
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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CultureCelebrating Schwab moms doing it all this Mother’s Day
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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Culture, CommunityMeeting the challenge of our new reality
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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Culture | Women's History MonthMeet the Internationals: Two women helping Schwab clients around the globe
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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Culture, CommunitySupporting our communities in extraordinary times
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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Culture | MilitaryVeterans find next mission in serving clients
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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CultureCreating a life of purpose and commitment
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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CultureAt the intersection of art and investing
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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Viewpoints, Culture, IndustryLooking back with my father, Charles Schwab
I sat down with my dad, Chuck Schwab, to talk about his new memoir, INVESTED...Take a look.
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Viewpoints, Industry, CultureForget the PowerPoint. What do our clients want?
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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Viewpoints, Industry, CultureGrateful, humbled and in awe
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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Viewpoints, Industry, CultureWhy investing matters to me
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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Viewpoints, CultureMy Schwab story
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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Viewpoints, Culture, CommunityGender equity: A goal we must all pursue
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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Viewpoints, CultureThe smart questions interns are asking (I’m taking notice)
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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Viewpoints, CultureMy number one challenge as CEO
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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Viewpoints, Culture#IfIWere22: The power of humility
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.