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.
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.
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)
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.
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?
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.
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.
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.
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.
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.