CHARLES SCHWAB & COMPANY

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Lobbying Spend

—

Filings

Firms Hired

Active Period

2000–2020

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2020	—	2	1
2019	—	4	1
2018	—	4	1
2017	—	4	1
2016	—	4	1
2015	—	4	1
2014	—	4	1
2013	—	4	1
2012	—	4	1
2011	—	4	1
2010	—	4	1
2009	—	4	1
2008	—	5	1
2007	—	2	1
2006	—	2	1
2005	—	2	1
2003	—	2	1
2002	—	2	1
2001	—	2	1
2000	—	1	1

Hired Firms

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)	—	64

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	60
SENATE	60
Treasury, Dept of	28
Executive Office of the President (EOP)	10
Labor, Dept of (DOL)	5
Transportation, Dept of (DOT)	2
Equal Employment Opportunity Commission (EEOC)	1
Office of Management & Budget (OMB)	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	55
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	48
Retirement	Retirement	12
Labor Issues/Antitrust/Workplace	Labor Issues/Antitrust/Workplace	9

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 1865116th Congress

Further Consolidated Appropriations Act, 2020

2019 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

H.R. 1994 - SECURE Act, S. 1431 - retirement and pension policy; H.R. 1865 - consolidated appropriations

Client expense: — · Firm income: $50,000

Matched citations: H.R. 1865

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1994 - SECURE Act, S. 1431 - retirement and pension policy; H.R. 1865 - consolidated appropriations

Client expense: — · Firm income: $50,000

Matched citations: H.R. 1994

S. 1431116th Congress

Retirement Security and Savings Act of 2019

2019 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1994 - SECURE Act, S. 1431 - retirement and pension policy; H.R. 1865 - consolidated appropriations

Client expense: — · Firm income: $50,000

Matched citations: S. 1431

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · third_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1994 - SECURE Act, S. 1431 - retirement and pension policy

Client expense: — · Firm income: $50,000

Matched citations: H.R. 1994

Show 21 more cited filings

S. 1431116th Congress

Retirement Security and Savings Act of 2019

2019 · third_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

H.R. 1994 - SECURE Act, S. 1431 - retirement and pension policy

Client expense: — · Firm income: $50,000

Matched citations: S. 1431

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · second_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3351 - Best interest regulation, H.R. 1994 - SECURE Act - retirement provisions

Client expense: — · Firm income: $50,000

Matched citations: H.R. 1994

H.R. 3351116th Congress

Financial Services and General Government Appropriations Act, 2020

2019 · second_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

H.R. 3351 - Best interest regulation, H.R. 1994 - SECURE Act - retirement provisions

Client expense: — · Firm income: $50,000

Matched citations: H.R. 3351

H.R. 1993116th Congress

Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019

2019 · first_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

H.R. 1993, H.R. 1994 - retirement provisions

Client expense: — · Firm income: $50,000

Matched citations: H.R. 1993

H.R. 1994116th Congress

Setting Every Community Up for Retirement Enhancement Act of 2019

2019 · first_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1993, H.R. 1994 - retirement provisions

Client expense: — · Firm income: $50,000

Matched citations: H.R. 1994

H.R. 88115th Congress

Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act

2018 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

H.R. 88 - retirement provisions

Client expense: — · Firm income: $50,000

Matched citations: H.R. 88

H.R. 5282115th Congress

Retirement Enhancement and Savings Act of 2018

2018 · third_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

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

Client expense: — · Firm income: $50,000

Matched citations: H.R. 5282

S. 2526115th Congress

Retirement Enhancement and Savings Act of 2018

2018 · third_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

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

Client expense: — · Firm income: $50,000

Matched citations: S. 2526

H.R. 5282115th Congress

Retirement Enhancement and Savings Act of 2018

2018 · second_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

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

Client expense: — · Firm income: $50,000

Matched citations: H.R. 5282

S. 2526115th Congress

Retirement Enhancement and Savings Act of 2018

2018 · second_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

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

Client expense: — · Firm income: $50,000

Matched citations: S. 2526

H.R. 5282115th Congress

Retirement Enhancement and Savings Act of 2018

2018 · first_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

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

Client expense: — · Firm income: $50,000

Matched citations: H.R. 5282

S. 2526115th Congress

Retirement Enhancement and Savings Act of 2018

2018 · first_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

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

Client expense: — · Firm income: $50,000

Matched citations: S. 2526

H.R. 1115th Congress

An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

2017 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

H.R. 1 - Tax reform - provisions related to "First In, First Out"/IRA conversion

Client expense: — · Firm income: $50,000

Matched citations: H.R. 1

S. 1343115th Congress

Charities Helping Americans Regularly Throughout the Year Act of 2017

2017 · second_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

General corporate tax issues; charitable tax issues (S. 1343); House Republican Blueprint on Tax Reform.

Client expense: — · Firm income: $50,000

Matched citations: S. 1343

H.R. 644114th Congress

Trade Facilitation and Trade Enforcement Act of 2015

2015 · first_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

General corp. and international tax issues; tax treatment of dividends and capital gains; charitable tax issues; taxation of pensions and retirement savings; HR 644 (Reed).

Client expense: — · Firm income: $50,000

Matched citations: HR 644

H.R. 4619113th Congress

Permanent IRA Charitable Contribution Act of 2014

2014 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

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Cited source text and reported amounts

General corp. and international tax issues; tax treatment of dividends and capital gains; charitable tax issues; taxation of pensions and retirement savings. S 2260 (Wyden) and HR 4619 (Schock); HR 5771 Camp); HR 5806 (Camp).

Client expense: — · Firm income: $50,000

Matched citations: HR 4619

H.R. 5806113th Congress

Supporting America's Charities Act

2014 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

General corp. and international tax issues; tax treatment of dividends and capital gains; charitable tax issues; taxation of pensions and retirement savings. S 2260 (Wyden) and HR 4619 (Schock); HR 5771 Camp); HR 5806 (Camp).

Client expense: — · Firm income: $50,000

Matched citations: HR 5806

S. 2260113th Congress

EXPIRE Act of 2014

2014 · fourth_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

General corp. and international tax issues; tax treatment of dividends and capital gains; charitable tax issues; taxation of pensions and retirement savings. S 2260 (Wyden) and HR 4619 (Schock); HR 5771 Camp); HR 5806 (Camp).

Client expense: — · Firm income: $50,000

Matched citations: S 2260

H.R. 4619113th Congress

Permanent IRA Charitable Contribution Act of 2014

2014 · third_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

General corp. and international tax issues; tax treatment of dividends and capital gains; charitable tax issues; taxation of pensions and retirement savings. S 2260 (Wyden) and HR 4619 (Schock).

Client expense: — · Firm income: $50,000

Matched citations: HR 4619

S. 2260113th Congress

EXPIRE Act of 2014

2014 · third_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

General corp. and international tax issues; tax treatment of dividends and capital gains; charitable tax issues; taxation of pensions and retirement savings. S 2260 (Wyden) and HR 4619 (Schock).

Client expense: — · Firm income: $50,000

Matched citations: S 2260

H.R. 4619113th Congress

Permanent IRA Charitable Contribution Act of 2014

2014 · second_quarter · Firm: ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

Open original LDA filing ↗

Cited source text and reported amounts

General corp. and international tax issues; tax treatment of dividends and capital gains; charitable tax issues; taxation of pensions and retirement savings. S 2260 (Wyden) and HR 4619 (Schock).

Client expense: — · Firm income: $50,000

Matched citations: HR 4619

Source: Senate LDA

CHARLES SCHWAB & COMPANY — Lobbying Disclosure | Poliscope