Charles Schwab
Mentioned in 62 analyzed podcast episodes across 10 shows
A major wealth management and investment services company offering brokerage, retirement account custodianship, and trading platforms including thinkorswim, known for competitive pricing and low fees across taxable and retirement accounts. The company sponsors multiple podcasts and operates a platform for independent financial advisors, while also producing educational content on behavioral finance and decision-making. Podcasts frequently reference Schwab as a brokerage option for investors and discuss its market position relative to competitors like Robinhood, particularly regarding commission structures and AI-driven financial advisory tools.
Mentioned On
Episode Mentions
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”
NPR News Now · Jan 27, 2026
NPR News: 01-27-2026 6PM EST
“Sponsored the broadcast promoting wealth management and trading services”
NPR News Now · Jan 27, 2026
NPR News: 01-27-2026 5PM EST
“Sponsored message promoting wealth management and trading services”