Charles Schwab & Company

Based in CA

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AI Overview

With $400K in lobbying spend across 10 quarterly filings, Charles Schwab & Company is an active lobbying client. Their lobbying covers 2 issue areas. Active from 2018 to 2020.

$400K
Total Spend
3
Years Active
1
Firms Hired
4
Lobbyists Deployed
2
Issues Lobbied

Spending Trend

View as table
YearLobbying Spend
2018$200K
2019$200K
2020$0

Issues Lobbied

TaxationRetirement

Lobbying Firms

Ernst & Young LLP (Washington Council Ernst & Young)

Lobbyists

Dave KoshgarianRobert SchellhasNick GiordanoStephen Francis

Government Agencies Targeted

These are the government entities that Charles Schwab & Company disclosed contacting in their lobbying filings.

HOUSE OF REPRESENTATIVESSENATE
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What They Lobby About

These are actual descriptions from their quarterly lobbying disclosure filings, summarizing what they lobbied Congress and federal agencies about.Issue areas: Taxation, Retirement

Tax reform implications for investment advisors

S. 2526, H.R. 5282 - Retirement Enhancement and Savings Act

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Data Sources: Senate LDA Filings

Last updated: February 2026

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