Charles Schwab
American entrepreneur
Source: Wikidata — retrieved 10/11/2026 (wikidata)Dispute
Profile Summary
A net worth stated in this summary may be out of date.
Charles Schwab is an American entrepreneur, born in 1937, associated with California and the finance industry. His estimated net worth is ~$8.3B. Wikidata
Business & SEC Activity
SEC records identify Charles R. Schwab as an insider filer and list 589 insider filings, including filings connected to The Charles Schwab Corporation. SEC EDGAR His recent filings include Form 4 reports, which disclose insiders’ changes in company ownership, and Form 144 notices, which are generally filed before an affiliate sells restricted or control securities. SEC EDGAR
Philanthropy
Three listed foundations reported combined assets of $534.9 million and grants paid of $35.6 million in their latest available filings. The Charles and Helen Schwab Foundation reported $532.0 million in assets and $35.4 million in grants paid for tax year 2023; Schwab Charitable Foundation reported $2.7 million in assets and $188,818 in grants paid for 2023. ProPublica 990
Political Activity
The FEC’s most recent 100 contribution records show at least $1.52 million in federal political contributions; these figures cover only the sampled records, not his full contribution history. The sample’s party breakdown was $776,403.38 to recipients with an unknown party classification and $748,041.77 to Republican recipients; the largest listed recipients were One Team Senate Majority ($390,100), Grow the Majority ($320,100), NRSC ($310,100), and NRCC ($310,100). FEC
These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.
In the News
Recent articles reported that Schwab raised fees for wealthy clients as part of an upmarket push. NewsAPI
U.S. Presence
Philanthropy
Foundations are matched to a person by name, not by trustee records — so a same-surname family foundation can land here in error. Every entity below links to its full IRS filing; if one doesn’t belong, tell us at hello@skylarkcreations.com and we’ll pull it.
Political Contributions
These figures cover the 100 most recent of 2,185 federal contributions on file, not the full record. The total, party split, top recipients and dates below are all computed over that sample, so each is a floor rather than a complete figure.
By Party (in the sample)
Every party in this sample is listed here. The bars are rounded for display; unrounded they total exactly $1,524,445.15.
Top Recipients (in the sample)
Matched by name only. These donations are matched to this person by name only, so some may belong to a different person with the same name: FEC filings can include a donor's employer and city, but our matching does not check them against what we know about this person.
SEC Filings
Associated Companies
Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.
Recent Insider Filings
Score Breakdown
The giving score is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.
Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).
Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry
How much sourced public record we hold about this person — net worth, SEC filings, foundation 990s, news coverage, Wikidata. It measures our coverage, not how open the person is. Each further kind of record scores higher, up to eight. Political donation records matched to a person by name alone are not counted: they may belong to someone else with the same name. From October 7, 2026, our own AI-written summary and the profile photo are not counted either — neither is a public record — so grades that leaned on them moved down that day.
Data: SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata
Formula (v2): Giving score = 65% x Philanthropy + 35% x Data coverage
Scored on 10/16/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.
All data is sourced from public records. Each section links to its original source. View on Wikidata