Charles Schwab
American entrepreneur
Source: Wikidata — retrieved 8/30/2026 (wikidata)
Profile Summary
Charles Schwab is a U.S. entrepreneur in finance, born in 1937 and based in California. He is associated with Charles Schwab Corp. and has an estimated net worth of ~$8.3 billion. Wikidata SEC EDGAR
Business & SEC Activity
SEC records identify Charles Schwab Corp. among the companies associated with Schwab. His personal record contains 589 insider filings, including Form 4 filings reporting changes in company insider holdings and Form 144 filings notifying regulators of proposed sales of restricted or controlled securities. SEC EDGAR
Philanthropy
Three Schwab-related foundations reported combined assets of $534.9 million and $35.6 million in grants paid in the reported tax years. The Charles And Helen Schwab Foundation accounted for $531.98 million of those assets and $35.37 million of grants paid in 2023; the Schwab Charitable Foundation reported $2.71 million in assets and $188,818 in grants paid that year. ProPublica 990
Political Activity
The available FEC data covers only the most recent 100 contributions and is truncated, so Schwab has made at least 100 federal contributions and the full totals are higher. In this sample, contributions totaled $9.02 million: $1.72 million was classified as Republican and $7.30 million as PAC/Other; the largest listed recipients were the Senate Leadership Fund ($5 million) and Congressional Leadership Fund ($2.01 million). FEC
In the News
Recent coverage discussed Charles Schwab investment accounts, analyst views of Charles Schwab Corp. stock, and a report that 47% of the company's retail clients were bullish on U.S. equities in its third-quarter 2026 sentiment survey. 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 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)
Top Recipients (in the sample)
Matched by name only. These are the donations the FEC lists under this person’s name — so a different person with the same name can show up here too.
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 PBS 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 accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.
Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata
Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency
Scored on 8/31/2026 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