The Charles Schwab Corporation
PublicThe 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
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The Charles Schwab Corporation Comparables
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The Charles Schwab Corporation Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Follow-on Offering | May 17, 2023 |
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Recent news
Latest coverage and updates
- partners_withOct 28, 2026
Schwab Inc. and Nevis Wealth Technology Ltd. enter a strategic partnership, with Schwab Inc. investing in Nevis Wealth Technology Ltd., to collaborate on priority advisor workflows and deeper Schwab-specific integrations that reduce manual work and help advisors serve clients on Oct 28th '26.
- partners_withSep 15, 2026
Schwab Inc. and Anthropic Limited partner on Sep 15th '26 to provide Claude for Financial Advisors to more than 16,000 independent registered investment advisors, supporting daily workflows and client communication.
- integrates_withAug 27, 2026
On Aug 27th '26, Schwab Inc. plans to integrate Solana for direct spot trading in the upcoming months.
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The Charles Schwab Corporation Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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