Charles Schwab
Mentioned in 64 analyzed podcast episodes across 10 shows
# Charles Schwab A major wealth management and brokerage firm offering investment services, retirement account custodianship, trading platforms (including thinkorswim), and low-fee index funds for individual investors. The company is frequently discussed in financial podcasts as a competitive market player—particularly regarding their adoption of zero-commission trading and recent market valuation concerns around AI-driven financial advisory disruption. Schwab is also notable as a platform supporting independent financial advisors and as a podcast sponsor promoting financial education and behavioral insights around investing.
Mentioned On
Episode Mentions
Founder's Story · Jul 27, 2026
After Exiting for Billions He Gave $50 Million to His Employees | Tom Sosnoff
“Current owner of Thinkorswim platform after acquiring TD Ameritrade”
WSJ's Take On the Week · Jul 19, 2026
How This $150B+ Wall Street Strategy Could Lower Your Taxes
“Custodian broker providing prime services and securities lending for tax-aware long-short strategy implementation”
The Koerner Office - Business Ideas and Deep Dives with Chris Koerner · Jul 14, 2026
I Asked 5 AIs to Make Me Money (One Dominated) - Ep. #317
“Brokerage platform used to execute all AI-recommended trades across five separate $1,000 portfolios”
Marketplace · Jul 10, 2026
The other war affecting fuel prices
“Financial services firm investing in Texas Stock Exchange launch”
Bloomberg Surveillance · Jul 10, 2026
Bloomberg Surveillance TV: July 10th, 2026
“Lizanne Summers from Schwab discussed market dynamics and portfolio rebalancing strategies for $13 trillion in client assets”
How I Invest with David Weisburd · Jun 15, 2026
E390: Ron Rofé on AI, Founder Obsession, and Venture Returns
“Referenced as comparison point; Vlad Tenev's ambition was to build Robinhood bigger than Schwab's $50B market cap”
Breaking Points with Krystal and Saagar · Jun 8, 2026
6/8/26: Chips Stocks Hammered, Trump Floats Gov Stake In AI Companies
“Historically required $100k minimum for IPO access; contrasts with Fidelity's $2,000 retail threshold”
The Daily · Jun 2, 2026
How Elon Musk Engineered the World’s Biggest I.P.O.
“Retail brokerage through which mom-and-pop investors can access SpaceX IPO shares”
The MeidasTouch Podcast · May 19, 2026
MeidasTouch Full Podcast - 5/19/26
“Trump invested in Schwab ETFs as part of claimed blind trust arrangement”
Mad Money w/ Jim Cramer · May 14, 2026
Mad Money w/ Jim Cramer 5/14/26
“Retail brokerage trading at 12.5x forward earnings despite 16% annual EPS growth; CEO Rick Wurster discusses strong fundamentals and AI resilience”
Marketplace · May 13, 2026
Another inflation alarm bell
“Launched teen investment accounts with guardrails; expanding retail investing access to minors”
Pod Save America · May 8, 2026
It's One Ballroom, Donald, How Much Could It Cost?
“Financial services company that relocated from California, founder described as long-term Republican”
No Laying Up - Golf Podcast · May 8, 2026
1154: Forecasting The 2028 PGA Tour Schedule
“Sponsors Colonial event through 2026; contract status creates uncertainty for tournament future”
Tech Brew Ride Home · May 6, 2026
Even 175-year-old Companies Can Join The AI Boom
“Crypto trading competitor charging 75 basis points; competing with Morgan Stanley and other platforms”
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business · May 6, 2026
The Next Financial Crisis Is Already Here
“Stockbroker firm that promoted financial planning democratization starting in 1974 post-ERISA legislation”
The Spillover · May 5, 2026
Prediction Markets: Forecasting Tools or Casinos?
“CEO cited in episode regarding long-term equity returns vs. prediction market zero-sum betting”
Talking Real Money - Investing Talk · May 5, 2026
From Funds to Crypto
“Mentioned as early discount broker competitor that Fidelity followed into retail brokerage market in the 1970s”
Marketplace · Apr 29, 2026
Powell's farewell?
“Financial services firm providing market analysis on corporate bond issuance and interest rate trajectory risks”
Motley Fool Money · Apr 29, 2026
Earnings Season Hits Overdrive
“Traditional broker used as valuation comparison for Robinhood; Robinhood trading at 2x Schwab's multiple despite faster growth”
This Week in Bitcoin · Apr 29, 2026
102: Acceptance To Adoption
“Following Morgan Stanley into Bitcoin ETF market, reinforcing institutional adoption trend among major financial institutions”
Money Guy Show · Apr 29, 2026
How Much Should You Save for Retirement?
“Referenced for research showing average American doesn't begin saving until age 30”
How I Invest with David Weisburd · Apr 24, 2026
E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire
“Distribution platform for Forum's interval fund with ticker symbol”
Money Guy Show · Apr 24, 2026
Average 401k Balance By Age (2026 Edition)
“Referenced for data showing average American doesn't begin investing until age 30”
Morning Brew Daily · Apr 23, 2026
Meta Surveils Employees to Train its AI & What Happens When You Give Cocaine to Salmon?
“Sponsor of On Investing podcast featuring insights on markets and portfolio implications from investment strategists.”
This Week in Bitcoin · Apr 22, 2026
101: Stress Test
“CEO announces internal Bitcoin trading pilot with employee rollout to customers in coming weeks”
Money Guy Show · Apr 22, 2026
Are You Making This Mistake With Your Cash?
“Mentioned as a custodian option for opening Roth IRA accounts for rollover purposes”
Money Guy Show · Apr 15, 2026
A Recession is Imminent? Do This Now.
“Provided recession preparation tips that hosts analyze and critique in episode discussion”
Bankless · Apr 13, 2026
"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)
“Example of major brokerage that could extend bank credit networks against Bitcoin collateral”
Digital Social Hour · Apr 12, 2026
The Trading Industry Is Built on Your Losses... | Nour Trades | DSH #1912
“SEC-regulated broker used by Nour for legitimate stock and options trading with verified real accounts”
Motley Fool Money · Apr 11, 2026
Hannah Moore on How to Become a Professional Financial Planner
“Referenced for research on where financial planning firms recruit employees”
Animal Spirits Podcast · Apr 8, 2026
$1 Million is the Worst Amount of Money (EP. 459)
“Brokerage publishing monthly sentiment reports tracking generational investment attitudes and market outlook divergence”
Money Guy Show · Feb 27, 2026
3 Big 401(k) Updates That Could Impact Your Future
“Mentioned as an option for rolling over old 401(k) accounts to an IRA”
Money Guy Show · Feb 25, 2026
Don’t Fall For These Market Trends with Austin Hankwitz
“Austin provides marketing consulting services for this fintech company”
Mad Money w/ Jim Cramer · Feb 24, 2026
Mad Money w/ Jim Cramer 2/23/26
“Online brokerage trading at 16x earnings; sold off on financial advisor AI disruption concerns despite minimal threat”
Money Guy Show · Feb 23, 2026
Financial Advisors React to Money Advice on TikTok & YouTube
“Mentioned as provider of competitively-priced index target-date retirement funds for middle-class investors”
Escaping the Drift with John Gafford · Feb 19, 2026
Building a Business That Outlasts You (David Grau Sr.)
“Referenced as platform where independent financial advisors operate as contractors; Grau worked with advisors under Schwab”
Escaping the Drift with John Gafford · Feb 17, 2026
Building a Business That Outlasts You (David Grau Sr.)
“Referenced as platform where independent financial advisors operate as contractors; used as example in consulting work”
Chiro Hustle · Feb 16, 2026
Uncovering Fraud in Retirement Planning & Wealth Management - Paul Sippil - Chiro Hustle Podcast 743
“Referenced as a custodian and brokerage option for setting up retirement accounts and managing 401k plans”
WSJ What’s News · Feb 14, 2026
What’s News in Markets: AI Jitters, Robinhood’s Slide and the Rotation Trade
“Wealth management and brokerage shares tumbled after news of new AI tool for tax advice”
The Daily · Feb 13, 2026
The Government Shutdown Fight Over Immigration
“Investment services company advertising market insights and education”
Something You Should Know · Feb 9, 2026
The Automatic Path to Wealth & How to Beat Self-Doubt
“Referenced as major brokerage firm for opening emergency accounts and automated savings plans”
ChooseFI · Feb 9, 2026
Unpacking the Path to the Boring Middle | Ep 585
“Mentioned as a brokerage option for opening taxable investment accounts with low fees”
The Glenn Beck Program · Feb 4, 2026
Best of the Program | Guest: Chris Hansen | 2/4/26
“Brokerage firm holding securities on behalf of investors without direct ownership or control”
The Glenn Beck Program · Feb 3, 2026
Glenn Issues DIRE Warning: These Red States WILL Become California | Guests: Allie Beth Stuckey & Justin Haskins | 2/3/26
“Used as example of brokerage holding customer investments through DTC rather than providing direct ownership”
The Glenn Beck Program · Feb 3, 2026
Best of the Program | Guests: Allie Beth Stuckey & Justin Haskins | 2/3/26
“Used as example of brokerage where customers believe they own securities but actually hold contractual interests through DTC”
NPR News Now · Feb 1, 2026
NPR News: 02-01-2026 6PM EST
“Sponsor providing wealth management and investment services including thinkorswim platform”
The Daily Show: Ears Edition · Feb 1, 2026
TDS Time Machine | Conversations with Authors - Pt. 2
“Founder with dyslexia cited as example of successful entrepreneur overcoming learning disability”
NPR News Now · Jan 29, 2026
NPR News: 01-29-2026 5PM EST
“Sponsored the broadcast with wealth management and investment services advertising”
The Megyn Kelly Show · Jan 29, 2026
Trump Teams Up with Nicki Minaj, Details on Rep. Omar Incident, Rubio vs Senate Dems: AM Update 1/29
“Already offering matching contributions for employees joining Trump Accounts program”
NPR News Now · Jan 28, 2026
NPR News: 01-27-2026 7PM EST
“Sponsored the episode with wealth management and investment services advertising”