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The Charles Schwab Corporation

The Charles Schwab Corporation

Public
Westlake, TexasOtherhttps://www.schwab.com/

The Charles Schwab Corporation is now publicly traded

The data on this page reflects The Charles Schwab Corporation's private-market history up to the point it went public, including its funding rounds, valuation, and investors.

Last Round

Follow-on Offering

May 17, 2023

Total Funding Raised

$2.48B

Company Overview

The Charles Schwab Corporation is a financial services company that provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries.

Sector

Other

AI Layer

Application

Keywords

RIA custodianonline brokeragewealth managementcommission-free tradingdiscount brokeragefinancial advisoryrobo-advisorcustodial services401(k) servicesactive trader platformnet interest revenueequity compensation planpayment for order flowPFOFprivate market investing

The Charles Schwab Corporation Comparables

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The Charles Schwab Corporation Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Follow-on OfferingMay 17, 2023

Recent news

Latest coverage and updates

  • partners_withSep 15, 2026

    Schwab Inc. partnered with Anthropic Limited on Sep 15th '26.

  • integrates_withAug 27, 2026

    Schwab Inc. integrated with Solana Labs, Inc. on Aug 27th '26.

  • invests_intoJul 29, 2026

    Schwab Inc. invested into Provable Markets $120M in Series B on Jul 29th '26.

  • invests_intoJul 9, 2026

    Schwab Inc. invested into TXSE Group in investment on Jul 9th '26.

The Charles Schwab Corporation Filings

Explore SEC and related filing metadata, where available.

The Charles Schwab Corporation filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Firmographic Details

HeadquartersWestlake, Texas
Year Founded1971
Last FundingMay 17, 2023

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