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.
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!
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.
IndustryFive takeaways for RIAs from my discussion with Schwab CEO Walt Bettinger
During a recent sit-down at the annual EXPLORE conference, Bernie, head of Schwab Advisor Services and Schwab CEO Walt discuss the implications of growth in the RIA industry over the past year and what lies ahead.
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)
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.
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.
IndustryA full year of offering fractional shares with Schwab Stock Slices™
It's been a year since Schwab Stock Slices™ was introduced and there's been tremendous client engagement with the service. Schwab executive Zack Gipson shares some interesting trends that have emerged over that time.
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?
IndustryReflections from the road
Due to the pandemic, business travel halted and client interactions were no longer in person. With the country slowly reopening, Joe Vietri, head of Schwab's branch network, went on a cross-country trip in an RV to multiple branches to reconnect with employees and clients.
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!
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.
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.
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.
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.
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!
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.
CommunityCharles Schwab Challenge roars back with fans, excitement and one-of-a-kind champion's prize
With COVID-19 restrictions easing around the country, golf fans were able to return in limited capacity to the Charles Schwab Challenge at the Colonial Country Club in Fort Worth, Texas for the 75th anniversary of the tournament.