Charles Schwab Corporation
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing, and related services including consulting, and wealth management advisory services to both retail and institutional clients. One of the largest banks in the United States by assets, as of December 31, 2024, it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, California, and is headquartered in Westlake, Texas. It has over 380 branches, primarily in financial centers in the United States and the United Kingdom.
If you'd bought from year…
Same habit, different start year. Each row shows what a constant habit's worth of SCHW would be worth today, had you started buying at that point in the asset's history.
| Started | $6/day$6/day coffee | $42/wk$42/week coffee |
|---|---|---|
| Year 1 (1987) — listing | $4,172,882 71.4× | $6,048,948 71.3× |
| Year 6 (1992) | $867,738 16.7× | $1,255,039 16.6× |
| Year 11 (1997) | $252,369 5.7× | $366,342 5.7× |
| Year 16 (2002) | $179,300 4.9× | $260,207 4.9× |
| Year 21 (2007) | $103,823 3.5× | $151,026 3.5× |
| Year 26 (2012) | $57,586 2.7× | $83,901 2.7× |
| Year 31 (2017) | $23,172 1.6× | $33,717 1.6× |
| Year 36 (2022) | $7,995 1.2× | $11,660 1.2× |
Repeated investment, no fees, dividends reinvested. $6/day coffee = $180 / month equivalent.
Headquarters
Westlake, Texas, United States
Popular scenarios with SCHW
For illustration only — not investment advice. Past performance is not indicative of future results.