The Charles Schwab Corporation is a leading American multinational financial services company. Founded on the principle of making investing accessible to everyone, Schwab offers a full range of brokerage, banking, and financial advisory services to individual investors and independent investment advisors. Known for its client-focused approach, 'Through Clients' Eyes' strategy, technology innovation, and competitive pricing, Schwab manages trillions in client assets and serves millions of brokerage accounts, corporate retirement plans, and banking accounts.
Primary hub for corporate leadership, strategic decision-making, central administrative functions, and key operational support.
Modern, expansive campus built reflecting Schwab's scale post-TD Ameritrade acquisition. Features collaborative workspaces, significant employee amenities, and advanced technological infrastructure.
Professional and client-centric, emphasizing integrity, innovation, stewardship, and teamwork ('Win Together'). The Texas location blends financial services professionalism with a large campus environment.
Represents a major strategic consolidation and relocation from the company's historical roots in San Francisco, positioning it centrally in the US for future growth and talent acquisition.
While predominantly focused on the United States market, Charles Schwab has a targeted global presence to serve specific client segments. Key international offices are located in London, Singapore, and Hong Kong. These locations primarily support U.S. expatriates, non-resident investors seeking access to U.S. markets, and provide localized services compliant with regional regulations. They facilitate brokerage and investment services for eligible international clients.
3000 Schwab Way
Westlake
Texas
USA
Address: 9899 Schwab Way, Lone Tree, CO 80124
Key hub leveraging the Denver metro area's talent pool, supporting clients nationally and serving as a critical operational backbone.
Address: 2423 E Lincoln Dr, Phoenix, AZ 85016 (Example address, multiple facilities exist)
Supports national operations and client service needs, utilizing the Phoenix area's workforce and infrastructure.
Address: 211 Main St, San Francisco, CA 94105
Maintains connection to the Bay Area's tech and financial talent, supports West Coast operations and legacy functions.
Address: 10 King William St, London EC4N 7TW, UK
Provides access to Schwab's platform for eligible clients residing in the UK and parts of Europe.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, Charles Schwab' leadership includes:
Charles Schwab has been backed by several prominent investors over the years, including:
Charles Schwab's senior-most executive team (CEO, President, CFO, COO) has shown stability over the past 12 months. Notable changes primarily involved integration-related roles following the TD Ameritrade acquisition or divisional leadership adjustments. No major departures or hires within the core C-suite were widely reported during this period.
Discover the tools Charles Schwab uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Charles Schwab commonly uses the 'first.last' email format for its employees globally. Variations might exist but this is the most prevalent structure.
first.last@schwab.com
Format
walt.bettinger@schwab.com
Example
85%
Success rate
Associated Press • May 28, 2024
Charles Schwab announced the successful completion of the final phase of the TD Ameritrade client transition over Memorial Day weekend, marking the culmination of the largest brokerage integration in history....more
Reuters • April 15, 2024
Schwab reported first-quarter profit that topped Wall Street estimates, benefiting from a rise in asset management fees and clearing client cash sorting hurdles that had previously pressured its earnings....more
Charles Schwab Press Release • May 13, 2024
The Charles Schwab Corporation reported key client activity metrics for April 2024, showing core net new assets brought to the company by new and existing clients totaled $10.9 billion. Total client assets reached a record $9.12 trillion....more
See where a company’s workforce is located, by country or region.
View past and recent funding rounds with amounts and investors.
Understand company revenue estimates and financial scale.
Track active roles and hiring trends to spot growth signals.
Discover what a company offers—products, platforms, and solutions.
Get the company’s official SIC and NAICS classifications.
Analyze visitor volume, engagement, and top traffic sources.
Explore LinkedIn, Twitter, and other active social profiles.
Identify top competitors based on similar business traits.
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
Thousands of companies, including Charles Schwab, are just a search away.