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.
CultureSchwab 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.
Industry, ViewpointsGrowth: It’s What’s Coming
Schwab executive Bernie Clark shares his perspective on the growth of the advisor industry and what it takes to be successful.
CultureSchwab’s Employee Resource Groups transition online; Continue celebrating Schwab culture
Schwab’s Employee Resource Groups get creative to keep connected virtually.
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)
CommunityCommunities look to ‘Local Heroes’ to create a better future
These difference-makers educate, advocate for, and lift up those in need, helping people in their communities build better futures. At Schwab, we believe these heroes should be honored and do so through Local Heroes, a program that celebrates individuals who dedicate their lives to helping others.
Culture, CommunityHow 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.
IndustryI was an RIA Summer Intern: Here’s my advice to advisors
As an intern with Schwab Advisor Services this past summer, Hailey Leister enjoyed learning about the independent advisor industry and how firms serve their clients. She offers a few tips on how advisors can attract new talent.
Schwab offers employees many opportunities to get involved with local organizations through employee resource groups or through the company's annual Volunteer Week event.
In high school, Kenneth Stable was introduced to Boys Hope Girls Hope Colorado, an organization that provides opportunities to excel for children from disadvantaged environments. Now, as a Schwab employee, he gives back to the organization that has done so much for him.
Kenneth Stable, my Schwab story
My family, since as far back as I can go have always been in a cycle of poverty.
There were times that we would be staying in shelters, several shelters across Colorado.
I’ve lived in at least eight states, and then I’ve gone to about 17 different schools.
But I graduated high school from Regis Jesuit High School, and then I went to graduate from Creighton University in 2009.
When I was in high school, I was actually introduced to Regis through a program called Boys Hope Girls Hope Colorado. And it’s an organization that’s for children who come from a disadvantaged environment and gives them an opportunity to excel in a more stable environment.
So I’m currently on the Board of Directors for Boys Hope Girls Hope Colorado. I also serve on the Board of Trustees for Regis Jesuit High School.
When I was in the program, it was always my goal that eventually I would on the board for both Regis and Boys Hope Girls Hope. Because they’ve done so much for me, I wanted to have the opportunity to give back to them, as well, not just the organization, but, more importantly, students like myself who came through the program.
I’m a Senior Specialist with our Partner Support Group at Charles Schwab. Our role is primarily to support the branches. I love the culture here, and I love that we have so many opportunities here to get involved in the organization, whether it’s through our ERGs or Play Resource groups, or do Volunteer Week, and, more importantly, I love that the clients love us. They really feel that we are trustworthy, that we are loyal, and that we’re there for them.
We do put the client first, and that’s very important to me.
IndustryIn the best interest of clients: making sense of Reg BI
On June 30, the Securities and Exchange Commission’s Regulation Best Interest (Reg BI) took effect, raising the industry standard for broker-dealers to act in the best interests of clients when providing investment advice.
Innovation, IndustryRetirement planning made simpler, easier, and more modern – for free
Schwab executives Jonathan Craig and Neesha Hathi answer questions about Schwab's new retirement planning tool, Schwab Plan, a digital self-guided financial plan that’s available through Schwab.com.
IndustryThe rise of direct investing in the Family Office
There's tremendous interest in family offices as they become an increasingly substantial player in the wealth management space. Schwab Advisor Family Office, in partnership with FINTRX, looks at direct investing by family offices in a recent whitepaper.
IndustryFinancial literacy: a great equalizer in the battle against social injustice
According to a recent Charles Schwab Financial Literacy Survey, 89% of Americans agree that lack of financial education contributes to some of the biggest social issues our country faces.
CommunitySchwab and food-service partner Eurest pay it forward during the pandemic
With the full support of Schwab and use of the firm’s facilities and equipment, Eurest employees are doing their part to provide food and nourishment to those in need in their communities.
CultureCelebrating 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.
CultureThe 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.
CultureSchwab establishes endowed scholarships to support Black students pursuing a career in Financial Planning
Through the Charles Schwab Foundation, Schwab is establishing endowed scholarships to help increase the pipeline of diverse talent into our industry and within our own firm.
CultureNew Schwabbie Danielle Munoz excited to bring USAA experiences to Schwab
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.