Culture

Summer intern and first-gen college grad is helping more people overcome financial barriers.

Learn why Andrea Hasaka values having a member of the military on her team, and how she supports him.

See why Zara Gerald believes we shouldn’t shy away from meaningful conversations at work.

Liz Ann Sonders shares her insights and advice for women pursuing careers in the financial services industry.

The Jensens never planned to be a "Schwamily" of four, but when Mo Jensen joined Schwab as an intern this summer, they became just that.

Mark Hoageson has had two separate jobs for nearly three decades and says it's the family-like environment that keeps him coming back each day.

From student intern to new employee, see how Luke Ewan gained the skills and the confidence he needed to be successful through on the job training.

Can you say that three times fast? Learn more about what a Schwamily is and why Schwab is attracting multi-generations of talent.

See why Schwab employees are proud to support each other every day through a culture of inclusion.

See how Philip McCormick found the balance he needed to support his family after the birth of his fourth child.

As a native Texan with Liberian ancestors, Jannibah Coleman's heritage gives her a unique perspective on Juneteenth and what it means for her family.

See how Schwab volunteers came together to make a meaningful difference for nonprofits and communities around the nation.

Learn about Intern Pro, a program that provides access to an 8-week leadership and career development program for underrepresented students. 

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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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The road to motherhood can take many different paths, so we talked to two Schwabbies about their unique journeys. 

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Lu Stone, a first-generation Chinese immigrant, shares her journey and talks about how she continues to learn and help others in her community. 

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.

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. 

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.

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.

Facing challenges head on and proactively looking for opportunities has worked well for this tenured leader.

See how a career development cohort formed and led by women in finance has created growing value.

A program designed to boost confidence and overcome limiting beliefs that could be hindering career development 

Meet two women who are driven to grow their own careers and are dedicated to helping others do the same. 

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. 

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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Coming from a family built on generations of military service, it is no surprise this Schwabbie has service in her DNA. 

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. 

An update on Schwab’s diversity and inclusion programming and progress towards fostering greater belonging in financial services. 

Hear about Sabrina's experience working with a nonprofit focused on improving the professional and social trajectory of African American leaders. 

See how Alvin O., a Schwab Community Development Group member, finds opportunities to better reach and serve Black & Hispanic investors.

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.

As an immigrant from Cameroon, Igxtelle understands the hardships faced when learning a new culture and dedicates time to helping others like herself.

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. 

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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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. 

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. 

Schwab executive René Kim offers a mentor’s perspective on Schwab’s new Mentoring Program for colleagues of color.

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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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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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.

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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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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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.

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.

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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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.

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. 

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.

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.

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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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.

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

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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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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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.

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.

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.

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

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.

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.

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.

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.

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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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.

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.

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.

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.

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.

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. 

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.

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.

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. 

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.

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.