Culture

Our people, our passion, our commitment

Featured Stories

  • CULTURE

    What I learned about allyship

    Illustration of business people shaking hands

    Omar, a junior at Delaware State University, shares what he learned during his internship this summer about what it means to be an ally.

  • CULTURE

    A courageous journey forward

    Gio Budenz posing with graduation cap

    Having the determination to keep going and overcoming obstacles while pursuing her American dream.


Additional Stories

  • Culture

    Furthering financial literacy

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

  • Culture

    Prioritizing military service at Schwab

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

  • Culture

    Building bridges through meaningful conversation

    two women laughing

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

  • Culture

    Inspiring the next generation of women leaders

    Schwab’s Chief Investment Strategist, Liz Ann Sonders

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

  • Culture

    And the intern makes four

    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.

  • Culture

    Safety and security for clients and the community

    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.

  • Culture

    Developing confidence as a NERD

    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.

  • Culture

    Schwamily shares a summer at Schwab

    The Reams family (left to right), Brendan, Tod, and Kamryn, at Schwab’s Lone Tree location.

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

  • Culture

    Celebrating Pride at Schwab

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

  • Culture

    Prioritizing fathers and their families

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

  • Culture

    Creating Juneteenth traditions

    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.

  • Community, Culture

    Making an impact across the country

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

  • Culture

    Giving under resourced college juniors a chance to get ahead

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

    Read article >

  • Culture

    A family journey through war, immigration, and new opportunities

    Sam Kang, President of Schwab Charitable, and family.

    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. 

    Read article >

  • Culture

    Celebrating the many paths to motherhood

    A mother with her children sitting at the table.

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

    Read article >

  • Culture

    Uniting 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. 

  • Culture

    Championing Neurodiversity at Work

    Two women shaking hands.

    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.

  • Culture

    Putting 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. 

  • Culture

    A 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.

  • Community, Culture

    Cleaning 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.

  • Culture

    Finding the perfect fit

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

  • Culture

    A collaborative space that welcomes all perspectives

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

  • Culture

    Changing the future for women in finance

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

  • Culture

    Forging their own career paths

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

  • Culture

    Paving 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. 

  • Culture, Community

    Schwabbies 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. 

    Read article >

  • Culture

    Family 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. 

  • Culture

    Challenging 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. 

  • Culture, Community, Industry

    Strengthening our future through diversity and inclusion

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

  • Culture

    Developing 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. 

  • Culture, Community

    Expanding financial access through listening, learning, & partnership

    Alvin O., a Schwab Community Development Group member

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

  • Culture

    Creating 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.

  • Culture

    Building 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.

  • Culture

    Meet '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. 

  • Culture, Viewpoints

    What 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. 

    Read article >

  • Culture

    To Chris Simcho, service is an essential value

    Schwab employee Chris Simcho with his children

    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. 

  • Culture

    My 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. 

  • Culture

    Mentorship 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.

  • Culture

    New 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.

    Read article >

  • Culture

    Meet 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. 

    Read article >

  • Culture

    Meet 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.

  • Culture

    Charles Schwab continues to grow (and hire) in Dallas-Fort Worth

    Exterior front view of Schwab's new Dallas-Fort Worth campus

    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. 

    Read article >

  • Culture

    Marriage, 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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  • Culture

    Linda, 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.

  • Culture

    Celebrating 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.

  • Culture | PRIDE Month

    Celebrating 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.

    Read article >

  • Culture, Community | Schwab Volunteer Month

    Virtual 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.

    Read article >

  • Culture

    Interns 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.

    Read article >

  • Culture

    One 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.

  • Culture | AAPI Heritage Month

    Blair, 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.  

    Read article >

  • Culture

    Meet 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. 

  • Culture

    Honoring 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.

  • Culture | Mother's Day

    Happy 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. 

    Read article >

  • Culture, Community

    Schwabbies 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.

    Read article >

  • Culture, Innovation

    Autism 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.

    Read article >

  • Culture

    Celebrating 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.

  • Culture, Industry

    Meet 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.

    Read article >

  • Culture

    Rumi, 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.

  • Culture

    Meet Schwab El Paso’s Lily

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

  • Culture, Community

    Charles 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.

    Read article >

  • Culture

    Schwab 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.

    Read article >

  • Culture, Community, Industry

    Schwab 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.

    Read article >

  • Culture, Community

    A 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.

    Read article >

  • Culture

    Forty Years Serving Clients: Meet Diane R.

    Schwabbie Diane R. and coworkers

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

    Read article >

  • Culture | Black History Month

    HBCU 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.

    Read article > 

  • Culture, Community

    As 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.

    Read article >

  • Culture

    Still 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.

    Read article >

  • Culture

    What did we learn in 2020?

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

  • Culture, Community

    Schwab’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.

    Read article >

  • Culture

    Meet 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.

  • Community

    Rising 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.

  • Culture

    Honoring our Veterans: Meet Bryn N.

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

  • Culture

    Meet 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.

     

  • Culture | Hispanic Heritage Month

    Looking 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.

    Read article >

  • Culture | Hispanic Heritage Month

    Felicia 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.

  • Culture

    SPAN 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.

    Read article >

  • Culture | Hispanic Heritage Month

    Celebrating 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.

    Read article >

  • Culture

    Schwab 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.

    Read article >

  • Culture

    Schwab’s Employee Resource Groups transition online; Continue celebrating Schwab culture

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

    Read article >

  • Culture, Community

    How 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.

    Read article >

  • Culture

    Celebrating 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.

    Read article >

  • Culture

    The 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. 

    Read article >

  • Culture

    New Schwabbie Danielle Munoz excited to bring USAA experiences to Schwab

    Danielle Munoz, new Schwab employee

    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.

  • Culture, Community

    Schwab 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.

    Read article >

  • Culture

    Celebrating Schwab Dads!

    Collage of 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.

    Read article >

  • Culture | Military

    Hiring 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.

  • Culture

    Everybody WINS when women are empowered

    A woman listening to another woman speak.

    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.

    Read article >

  • Culture

    Celebrating Schwab moms doing it all this Mother’s Day

    Mosaic of moms who work at Schwab.

    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.

    Read article >

  • Culture | Women's History Month

    Meet the Internationals: Two women helping Schwab clients around the globe

    Group of Schwab employees.

    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.

  • Culture

    Veterans find next mission in serving clients

    Meet Our Veterans

    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.

  • Culture

    At the intersection of art and investing

    One example of Charlos' work.

    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.

    Read article >

  • Viewpoints, Culture, Industry

    Looking back with my father, Charles Schwab

    Carrie Schwab-Pomerantz and her father, Charles R. Schwab.

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

  • Viewpoints, Industry, Culture

    Forget the PowerPoint. What do our clients want?

    Walt Bettinger and Chuck Schwab in a discussion.

    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.

  • Viewpoints, Industry, Culture

    Grateful, humbled and in awe

    Lisa Hunt, EVP-International Services at Schwab

    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.

  • Viewpoints, Industry, Culture

    Why investing matters to me

    Jonathan Craig

    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. 

  • Viewpoints, Culture

    My Schwab story

    Neesha Hathi, Executive Vice President and Chief Digital Officer, Schwab

    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.

  • Viewpoints, Culture, Community

    Gender equity: A goal we must all pursue

    A speaker presenting against a gender collage backdrop.

    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.

  • Viewpoints, Culture

    The smart questions interns are asking (I’m taking notice)

    The 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. 

  • Viewpoints, Culture

    My number one challenge as CEO

    Walt Bettinger, CEO (right) with a group of employees.

    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.

  • Viewpoints, Culture

    #IfIWere22: The power of humility

    Walt Bettinger, President and CEO of Schwab, at 22.

    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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