AUM
Est. $2B+ (foundation assets)
Principals
6
Data Flags
Operates primarily through foundation; #203 globally Forbes Jan 2026; Chairman Emeritus of Schwab Corp
Schwab Family Office
SFOHigh ConfidenceSan Francisco, California
Last verified: Jan 16, 2026
Details
- Source of Wealth
- Financial services (Charles Schwab Corporation)
- Assets Under Management
- Est. $2B+ (foundation assets)
- Source File
- research/organizations/schwab-family-office.md
- UID
- fo-schwab-family-office
Also Known As
Chuck Schwab Family OfficeCharles and Helen Schwab FoundationSchwab Family Foundation
Principals (6)
Related Entities (4)
Charles Schwab Corporate FoundationFoundation
Separate company foundation
Charles Schwab CorporationSubsidiary
(NYSE: SCHW) - Discount brokerage, $8T+ client assets
Charles and Helen Schwab FoundationFoundation
Private family foundation (independent from company)
Schwab CharitableSubsidiary
Donor-advised fund program
Relationship Strength
Loading relationships...
Sources (7)
- https://www.schwabfoundation.org/
- https://www.forbes.com/profile/charles-schwab/
- https://en.wikipedia.org/wiki/Charles_R._Schwab
- https://www.philanthropyroundtable.org/2025-simon-devos-prize-winners-helen-and-charles-schwab-drive-innovation-through-giving/
- https://dyslexia.yale.edu/story/charles-schwab/
- https://www.aboutschwab.com/leadership
- https://www.geni.com/people/Charles-R-Schwab/6000000054309595880
Changelog
- 2026-01-16VERIFICATION - Upgraded to High confidence; dual-source net worth (Forbes Real-Time $14B #203 + UHNWI Data $11.2B); corrected net worth from $9.8B
- 2026-01-16Comprehensive enrichment - added Charles Schwab biography (founder, dyslexia advocate), wife Helen O'Neill, children (Sandy, Carrie Schwab-Pomerantz, Virginia), foundation details (2023 strategic plan, focus areas), 2025 Simon-DeVos Prize, entities
- 2026-01-15Auto-generated from principal Charles Schwab