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Charles Schwab Stock

Brokerage and banking services.

About Charles Schwab Stock

Founded

1973

Headquarters

San Francisco, CA, US

Total Funding

6.2M

From day one, Chuck Schwab knew investing could be different – that investors deserved better prices, better access and better service. And for the past four decades, the firm that bears his name has been doing just that. They pioneered discount brokerage. They created an innovative and convenient way to invest through a supermarket of no-load, no-transaction-fee mutual funds. They led the way in online investing. They helped thousands of independent advisors serve their clients. And they disrupted the 401(k) industry with a plan offer designed to lower costs, simplify investing and help workers better prepare for retirement. A lot has changed in 40 years, but a lot has stayed the same. Charles Schwab is still striving to champion every client’s goals with passion and integrity. They’re still breaking down barriers – and occasionally tilting at windmills – to discover a better way to invest. Charles Schwab focuses on the needs of individual investors, whether they’re serving them directly, through an employer-sponsored retirement or equity plan, or through independent investment advisors. Seeing through clients’ eyes has always been the Schwab way. Today, approximately 14,000 employees share a passion for helping millions of investors achieve their financial goals. By working together and listening thoughtfully to their clients, they’ve been able to make investing more accessible, affordable and understandable.

Charles Schwab Press Mentions

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Charles Schwab Management

Leadership team at Charles Schwab

Executive Vice President, Advisor Services

Bernard J. Clark

Executive Vice President, Client Solutions

James D. McCool

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How to invest in Charles Schwab stock?

Accredited investors can buy pre-IPO stock in companies like Charles Schwab through EquityZen funds. These investments are made available by existing Charles Schwab shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell Charles Schwab stock?

Shareholders can sell their Charles Schwab stock through EquityZen's private company marketplace. EquityZen's network includes over 310K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 41K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."