CHARLES SCHWAB CORPORATION

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Lobbying Spend

$56.0M

Filings

Firms Hired

Active Period

2000–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	$1,640,000	3	1
2025	$2,400,000	4	1
2024	$3,080,000	4	1
2023	$2,710,000	4	1
2022	$3,020,000	4	1
2021	$2,710,000	4	1
2020	$2,420,000	4	1
2019	$2,380,000	4	1
2018	$2,710,000	4	1
2017	$2,570,000	4	1
2016	$2,540,000	4	1
2015	$2,720,000	4	1
2014	$2,520,000	4	1
2013	$2,880,000	4	1
2012	$3,000,000	4	1
2011	$2,820,000	4	1
2010	$2,623,000	4	1
2009	$2,429,000	4	1
2008	$2,430,000	4	1
2007	$1,652,000	2	1
2006	$714,000	1	1
2005	$1,428,000	2	1
2004	$1,993,000	3	1
2002	$480,500	1	1
2001	$140,000	2	1
2000	—	2	1

Hired Firms

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

Firm Name	Reported Spend	Filings
THE CHARLES SCHWAB CORPORATION	$56,009,500	88

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	87
SENATE	85
Securities & Exchange Commission (SEC)	63
Treasury, Dept of	37
Labor, Dept of (DOL)	34
Federal Reserve System	24
White House Office	22
Federal Trade Commission (FTC)	20
Commerce, Dept of (DOC)	18
Federal Deposit Insurance Corporation (FDIC)	14
Office of the Comptroller of the Currency (OCC)	6
Natl Economic Council (NEC)	4
Federal Communications Commission (FCC)	2
Federal Housing Finance Agency (FHFA)	2
Commodity Futures Trading Commission (CFTC)	1
Consumer Financial Protection Bureau (CFPB)	1
Natl Credit Union Administration (NCUA)	1
Office of Management & Budget (OMB)	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	86
Retirement	Retirement	68
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	59
Consumer Issues/Safety/Products	Consumer Issues/Safety/Products	52
Banking	Banking	37
Torts	Torts	4
Copyright/Patent/Trademark	Copyright/Patent/Trademark	3
Computer Industry	Computer Industry	3
Budget/Appropriations	Budget/Appropriations	3
Economics/Economic Development	Economics/Economic Development	3
Labor Issues/Antitrust/Workplace	Labor Issues/Antitrust/Workplace	2
Telecommunications	Telecommunications	2
Accounting	Accounting	2
Bankruptcy	Bankruptcy	1
Communications/Broadcasting/Radio/TV	Communications/Broadcasting/Radio/TV	1
Housing	Housing	1
Disaster Planning/Emergencies	Disaster Planning/Emergencies	1

Bills Explicitly Cited (25)

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

H.R. 10039119th Congress

SMART Savings Act of 2026

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 5204/H.R 10039, the Simplifying Modern Access to Retirement Tools for Savings (SMART Savings) Act; H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; H.R. 1013/S. 424, the Retirement Fairness for Charities and Educational Institutions Act; Issues related to the possible expansion of the Savers Match.

Client expense: $480,000 · Firm income: —

Matched citations: H.R 10039

H.R. 1013119th Congress

Retirement Fairness for Charities and Educational Institutions Act of 2025

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 5204/H.R 10039, the Simplifying Modern Access to Retirement Tools for Savings (SMART Savings) Act; H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; H.R. 1013/S. 424, the Retirement Fairness for Charities and Educational Institutions Act; Issues related to the possible expansion of the Savers Match.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 1013

H.R. 3382119th Congress

Small Entity Update Act

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act; H.R. 3382/S. 2924, the Small Business Entity Update Act (HR 3382/S 2924); File No. S7-2026-25/RIN 3235-AN57, SECs Proposed Regulation E-Delivery; SEC Release No. 34-106402/File No. 4-927, the Innovation Exemption and other legislative and regulatory proposals related to the tokenization of securities; Issues related to fraud in micro-cap securities; Issues related to Trump Accounts, including the rollover of accounts to other financial providers; Issues related to escheatment.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 3382, HR 3382

H.R. 3633119th Congress

Digital Asset Market Clarity Act

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act; H.R. 3382/S. 2924, the Small Business Entity Update Act (HR 3382/S 2924); File No. S7-2026-25/RIN 3235-AN57, SECs Proposed Regulation E-Delivery; SEC Release No. 34-106402/File No. 4-927, the Innovation Exemption and other legislative and regulatory proposals related to the tokenization of securities; Issues related to fraud in micro-cap securities; Issues related to Trump Accounts, including the rollover of accounts to other financial providers; Issues related to escheatment.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 3633

Show 21 more cited filings

H.R. 8338119th Congress

SAFER Act of 2026

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 5204/H.R 10039, the Simplifying Modern Access to Retirement Tools for Savings (SMART Savings) Act; H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; H.R. 1013/S. 424, the Retirement Fairness for Charities and Educational Institutions Act; Issues related to the possible expansion of the Savers Match.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 8338

S. 2924119th Congress

Small Entity Update Act

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act; H.R. 3382/S. 2924, the Small Business Entity Update Act (HR 3382/S 2924); File No. S7-2026-25/RIN 3235-AN57, SECs Proposed Regulation E-Delivery; SEC Release No. 34-106402/File No. 4-927, the Innovation Exemption and other legislative and regulatory proposals related to the tokenization of securities; Issues related to fraud in micro-cap securities; Issues related to Trump Accounts, including the rollover of accounts to other financial providers; Issues related to escheatment.

Client expense: $480,000 · Firm income: —

Matched citations: S 2924, S. 2924

S. 424119th Congress

Retirement Fairness for Charities and Educational Institutions Act of 2025

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 5204/H.R 10039, the Simplifying Modern Access to Retirement Tools for Savings (SMART Savings) Act; H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; H.R. 1013/S. 424, the Retirement Fairness for Charities and Educational Institutions Act; Issues related to the possible expansion of the Savers Match.

Client expense: $480,000 · Firm income: —

Matched citations: S. 424

S. 5204119th Congress

SMART Savings Act of 2026

2026 · third_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 5204/H.R 10039, the Simplifying Modern Access to Retirement Tools for Savings (SMART Savings) Act; H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; H.R. 1013/S. 424, the Retirement Fairness for Charities and Educational Institutions Act; Issues related to the possible expansion of the Savers Match.

Client expense: $480,000 · Firm income: —

Matched citations: S. 5204

H.R. 2441119th Congress

Improving Disclosure for Investors Act of 2025

2026 · second_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act.; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to the Community Development Financial Institutions (CDFI) Fund; Issues related to tokenized securities and broker-dealer liquidity; Issues related to fraud in micro-cap securities.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 2441

H.R. 3633119th Congress

Digital Asset Market Clarity Act

2026 · second_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act.; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to the Community Development Financial Institutions (CDFI) Fund; Issues related to tokenized securities and broker-dealer liquidity; Issues related to fraud in micro-cap securities.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 3633

H.R. 8087119th Congress

Main Street Depositor Protection Act

2026 · second_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 2999/S. 4198 and H.R. 8087, the Main Street Depositor Protection Act; Issues related to the Liquidity Coverage Ratio and the Federal Reserves tailoring rule; Legislative and regulatory proposals related to brokered deposits.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 8087

H.R. 8338119th Congress

SAFER Act of 2026

2026 · second_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; File No. RIN 1210-AC38, Fiduciary Duties in Selecting Designated Investment Alternatives.; Draft retirement affordability legislation; Issues related to relationship pricing in retirement plans.

Client expense: $480,000 · Firm income: —

Matched citations: H.R. 8338

S. 1877119th Congress

Improving Disclosure for Investors Act of 2025

2026 · second_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act.; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to the Community Development Financial Institutions (CDFI) Fund; Issues related to tokenized securities and broker-dealer liquidity; Issues related to fraud in micro-cap securities.

Client expense: $480,000 · Firm income: —

Matched citations: S. 1877

S. 2999119th Congress

Main Street Depositor Protection Act

2026 · second_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 2999/S. 4198 and H.R. 8087, the Main Street Depositor Protection Act; Issues related to the Liquidity Coverage Ratio and the Federal Reserves tailoring rule; Legislative and regulatory proposals related to brokered deposits.

Client expense: $480,000 · Firm income: —

Matched citations: S. 2999

S. 4198119th Congress

Main Street Depositor Protection Act

2026 · second_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 2999/S. 4198 and H.R. 8087, the Main Street Depositor Protection Act; Issues related to the Liquidity Coverage Ratio and the Federal Reserves tailoring rule; Legislative and regulatory proposals related to brokered deposits.

Client expense: $480,000 · Firm income: —

Matched citations: S. 4198

H.R. 2441119th Congress

Improving Disclosure for Investors Act of 2025

2026 · first_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3382, the Small Entity Update Act; Senate proposed version of the Digital Asset Market Clarity Act and draft versions of digital assets market structure legislation; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; SEC File No. S7-2026-01, Amendments to the Small Business and Small Organization Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act.; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to tokenized securities and broker-dealer liquidity; Issues related to escheatment.

Client expense: $680,000 · Firm income: —

Matched citations: H.R. 2441

H.R. 3382119th Congress

Small Entity Update Act

2026 · first_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3382, the Small Entity Update Act; Senate proposed version of the Digital Asset Market Clarity Act and draft versions of digital assets market structure legislation; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; SEC File No. S7-2026-01, Amendments to the Small Business and Small Organization Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act.; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to tokenized securities and broker-dealer liquidity; Issues related to escheatment.

Client expense: $680,000 · Firm income: —

Matched citations: H.R. 3382

H.R. 8087119th Congress

Main Street Depositor Protection Act

2026 · first_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 2999/S. 4198 and H.R. 8087, the Main Street Depositor Protection Act; Issues related to the Liquidity Coverage Ratio.

Client expense: $680,000 · Firm income: —

Matched citations: H.R. 8087

S. 1877119th Congress

Improving Disclosure for Investors Act of 2025

2026 · first_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3382, the Small Entity Update Act; Senate proposed version of the Digital Asset Market Clarity Act and draft versions of digital assets market structure legislation; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; SEC File No. S7-2026-01, Amendments to the Small Business and Small Organization Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act.; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to tokenized securities and broker-dealer liquidity; Issues related to escheatment.

Client expense: $680,000 · Firm income: —

Matched citations: S. 1877

S. 2999119th Congress

Main Street Depositor Protection Act

2026 · first_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 2999/S. 4198 and H.R. 8087, the Main Street Depositor Protection Act; Issues related to the Liquidity Coverage Ratio.

Client expense: $680,000 · Firm income: —

Matched citations: S. 2999

S. 4198119th Congress

Main Street Depositor Protection Act

2026 · first_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

S. 2999/S. 4198 and H.R. 8087, the Main Street Depositor Protection Act; Issues related to the Liquidity Coverage Ratio.

Client expense: $680,000 · Firm income: —

Matched citations: S. 4198

H.R. 2441119th Congress

Improving Disclosure for Investors Act of 2025

2025 · fourth_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, the INVEST Act; Senate proposed version of the Digital Asset Market Clarity Act; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act. Issues related to tokenized securities, foreign microcap securities fraud, and broker-dealer liquidity.

Client expense: $790,000 · Firm income: —

Matched citations: H.R. 2441

H.R. 3383119th Congress

Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025

2025 · fourth_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, the INVEST Act; Senate proposed version of the Digital Asset Market Clarity Act; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act. Issues related to tokenized securities, foreign microcap securities fraud, and broker-dealer liquidity.

Client expense: $790,000 · Firm income: —

Matched citations: H.R. 3383

S. 1877119th Congress

Improving Disclosure for Investors Act of 2025

2025 · fourth_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, the INVEST Act; Senate proposed version of the Digital Asset Market Clarity Act; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act. Issues related to tokenized securities, foreign microcap securities fraud, and broker-dealer liquidity.

Client expense: $790,000 · Firm income: —

Matched citations: S. 1877

S. 2999119th Congress

Main Street Depositor Protection Act

2025 · fourth_quarter · Firm: THE CHARLES SCHWAB CORPORATION

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to federal deposit insurance, including S. 2999, the Main Street Depositor Protection Act; Issues related to the funding of Community Development Financial Institutions; Issues related to the Liquidity Coverage Ratio.

Client expense: $790,000 · Firm income: —

Matched citations: S. 2999

Source: Senate LDA

CHARLES SCHWAB CORPORATION — Lobbying Disclosure | Poliscope