WESTLAKE, Texas–(BUSINESS WIRE)– Building on its decades-long commitment to financial literacy, Charles Schwab commemorated the one-year anniversary of its signature financial education program, Moneywise America™, by welcoming 220 Uplift Education students to its Westlake headquarters for an all-day financial literacy field trip and surprising students with a $1,000 scholarship toContinue Reading

Will also host ‘On Course Foundation’ Golf Training Event For Veterans WESTLAKE, Texas–(BUSINESS WIRE)– Charles Schwab today announced that the company will again host the Charles Schwab Cup Championship, the final event of the PGA TOUR Champions season that culminates with the top 36 players competing in a four-round tournamentContinue Reading

Online directory that helps investors find and research RIAs now features advisors who custody with TD Ameritrade. WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor ServicesTM continues to expand and enhance its trailblazing Independent Difference campaign, an education and advertising campaign that uses national TV, print, digital and social media advertising to raiseContinue Reading

WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor Services™ is expanding its RIAConnect® platform to provide greater support to firms who custody with both Schwab and TD Ameritrade (TDA) to make the right connections with each other and with prospective talent. The online community and matching tool, which originated as a TDA initiative,Continue Reading

WESTLAKE, Texas–(BUSINESS WIRE)– The Charles Schwab Corporation today announced its Board of Directors has approved the appointment of Carrie Schwab-Pomerantz as a director, effective immediately. Schwab-Pomerantz is currently a managing director at Charles Schwab & Co., leading the firm’s efforts across financial literacy, community service and philanthropy. She is alsoContinue Reading

WESTLAKE, Texas–(BUSINESS WIRE)–Charles Schwab today will welcome 220 students from Uplift Education, the largest group of free public charter schools in North Texas, to its Westlake headquarters for an all-day financial literacy field trip. Taught by more than 130 Schwab employees specially trained to deliver financial education, and featuring specialContinue Reading

WESTLAKE, Texas–(BUSINESS WIRE)– Young workers are relying on more than their 401(k)s to save for retirement as other types of investments play a greater role in their long-term wealth plans, according to the annual nationwide survey of 401(k) plan participants from Schwab Retirement Plan Services. While the 401(k) remains theContinue Reading

WESTLAKE, Texas–(BUSINESS WIRE)– The Charles Schwab Corporation today announced that it will redeem on December 1, 2022, all of the 6,000 outstanding shares of its 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E (“Series E Preferred Stock”), and the corresponding 600,000 depositary shares (“Depositary Shares”), each representing a 1/100thContinue Reading

Schwab Asset Management is the first large asset manager to use innovative new tool from Broadridge WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced that it is the first large asset manager to pilot a new proxy polling solution from globalContinue Reading