Main Street Stories
In 1973, Chuck challenged Wall Street and brought investing to Main Street. Today, we continue to advocate for our clients, give back to our local communities, and lead our industry forward. Main Street Stories is where we showcase our people, our culture and our mission.
IndustryRIAs, here are 4 ways to find your future new hire
Hear directly from Erin, an RIA intern with Schwab Advisor Services, who sat down with university reps and other industry professionals to gather tips for advisors on finding talent.
IndustryDespite digital adoption, affluent investors want advisors to manage their money
Data from Schwab's Digital Investor Survey shows that when it comes to serving affluent clients, independent advisors bring the power of people and technology together.
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.
In the Industry
Chuck built his career, and our company, around a principle of abiding optimism and that persistence toward a better outcome always wins the day.
In the latest TV spot from Charles Schwab & Co., Chuck Schwab, our founder shares his perspective on the current crisis, by recalling previous crises endured and overcome by his generation.
Chuck Schwab shares his perspective on the current crisis.
I was born in ’37 so it was a very struggling period of time.
On screen: Charles Schwab
Founder, Charles Schwab and Co
That’s the nature of Wall Street. Up and down. Depression to exuberance. Depression to exuberance.
And you could name many, many cycles like that over the years.
My generation, having come through so many wars and so many things…
Polio was really a big problem. A disease that didn’t have a solution.
But we persisted and finally came up with the Salk vaccine.
Persistence. It’s the heartbeat of this country.
Stick with it.
On screen: We remain invested in optimism.
We remain invested in investors.
We remain invested in you.
On screen: [Charles Schwab logo/Own your tomorrow lockup]
2020 Charles Schwab and Co., Inc. All rights reserved Member SIPC (0420-0A7G)
IndustryGen I Voices: A candid conversation with a new investor
New research by Schwab reveals unique habits and preferences of a new investor cohort, Generation Investor (Gen I).
IndustrySecuring client data through technology, training, and teamwork
See how Charles Schwab created a cybersecurity savvy workforce to keep client information (and assets) safe.
IndustryHow a pandemic may fundamentally shift the way people manage finances
Pandemic-driven behaviors brought the financial services industry to an inflection point—the way investors manage money will never be the same
Meet Texas Schwabbie Felicia who has dedicated her career to serving clients and her colleagues.
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.
Felicia’s Schwab story
I’ve been at Schwab for 28 years and it’s been great.
What’s kept me here at Schwab all these years is, of course, the relationship that I’ve built with all my coworkers, and, mostly, the relationship I built with our clients.
Being part of the backbone of the branch, I’m there to support the branch, itself, as well as our clients, being the doctor fix-it for all the machinery, since I was probably there when it was first installed.
But knowing what to do and how to handle, mainly, like the branch lobby, how to make it work smoothly, and make the whole office work smoothly.
Well, what I like to do for all my coworkers is bake cakes for them. Whenever someone new starts, I usually try and find out what their favorite cake is, and, as well as their birthday.
I love working at Schwab because I have a great group of people I work with, great clients that we work with.
Every day is a different day, and there’s always challenges and there’s always changes.
It’s always fun to see what’s going to come up next.
Me, as an individual, working with Schwab has educated me as an investor, being in this industry, learning about the importance of saving up for retirement.
When I started working at Schwab, everything started to fall into place. I understood what retirement accounts were, and the importance of investing, and what mutual funds were, and getting to experience it myself, and that made a big difference.
That’s my Schwab story. What’s yours?
IndustryNew traders jumping into the market are more than meets the eye
Meme stocks and money moves. See what this new generation of investors is all about and if they’re here to stay.
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.
CommunityNew financial literacy program commits to close the financial education gap, help teens achieve financial freedom
With the introduction of our groundbreaking new financial literacy program Moneywise America, Schwab will help level the economic playing field for teens, particularly those in under-resourced schools and communities.
InnovationInnovating with intention
Neesha Hathi, Schwab's chief digital officer, shares what innovation means to Schwab and how all employees (including interns) are encouraged to play a role in the future of the business.
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.
IndustryIntroducing the winners of the inaugural RIA Talent Advantage Student Scholarship
Schwab Advisor Services™ and Charles Schwab Foundation have created the RIA Talent Advantage Student Scholarship to help remove financial barriers, advocate for diversity, and open doors for future talent within the independent RIA industry. Meet the winners!
IndustryThree keys to advisor success in a year of change
Last year was tough, but advisors still reported tremendous growth. Schwab executive Lisa Salvi shares insight on how they did it and more from our 2021 RIA Benchmarking Study.
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.
IndustryTechnology, innovation, and the future of third-party integration for independent advisors
As the reliance on technology grew in 2020, so too did the robust ecosystem of third-party technology providers that serve advisors. See how Schwab plans to keep the needs of RIAs top of mind while delivering on the high demand for technology access.