Arbolus Intelligence

Charles Schwab

schwab.com · Westlake, United States of America

Charles Schwab is a financial services firm that provides brokerage, wealth management, banking, and advisory services to individual investors, independent investment advisors, and institutions. The company generates revenue through trading commissions, asset management and advisory fees, net interest income on client cash and securities-based lending, and banking products. It operates primarily through its brokerage platforms, branch network, and digital channels in the United States.

Listed in
Revenue
$19.0B
Employees
35,000
Founded
1971
Headquarters
Westlake, United States of America

What 48 Arbolus experts think of Charles Schwab

NPS scores are high, ranging from 8 to 10, with the majority indicating strong satisfaction. Renewal intent is generally positive among higher spenders and more advanced adopters, while some pilot-phase customers remain undecided. Most respondents are at MoreThan1Year or Pilot stages, suggesting deepening adoption but mixed clarity on long-term stickiness. Key feedback themes include strong compliance, reliability, and platform breadth, with some citing integration and customization as improvement areas.Positive

Who reviewed Charles Schwab

Total customers 48 46 current · 2 former
Reviews growth +29 in six months
Seniority of respondents
  • C-Suite 72% (35)
  • Director 26% (12)
  • Manager 2% (1)
Finance Partner Not specified NPS 8 Will renew Submitted Sep 2025
Executive C-Suite NPS 9 Submitted May 2026
Executive C-Suite NPS 8 Will renew Submitted Sep 2026

Employer names and spend open in the full report, along with the other 45 customers.

Everything 48 customers told us about Charles Schwab.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

52 Net Promoter Score, from 48 scored reviews
  • Promoters 27
  • Passives 19
  • Detractors 2

Cumulative NPS by month

+0 over 6 months
  • May 9
  • Jun 9
  • Jul 9
  • Aug 9
  • Sep 9
  • Oct 9

Net Promoter Score across 5 reviews, accumulated up to each month. Category median 33 across 5 companies.

Praised

  • Regulatory Compliance and Security
  • Breadth of Investment Capabilities
  • Strong Model Governance and Auditability
  • Real-Time Decision Optimization

Criticised

  • AI Disruption and Competitor Automation
  • Cost Competition and Interface Advancements
  • Advanced Analytics from Competitors
  • Limited Projections and Scenario Simulation

What customers say

Regulatory Compliance and Security
“I would strongly recommend Schwab due to its strict compliance standards and robust data security tailored to financial regulations, making it dependable for enterprise usage.”
Breadth of Investment Capabilities
“I recommend Charles Schwab for its breadth of products, platform reliability, and overall convenience, which provide efficient management and research support for various investment needs.”
Strong Model Governance and Auditability
“I value the platform for its ability to deliver strong model governance, version control, and transparency, which are crucial in highly regulated environments like ours.”

Renewal intent

Plan to renew 75%
  • Will renew 15
  • Undecided 5
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 73% 15 answers
  • Director 75% 4 answers
  • Not specified 100% 1 answer
  • 8.3/10 Average score from customers who will renew
  • 9.4/10 Average score from undecided customers

Top alternatives

Most weighed by Charles Schwab customers

Report

Customer Report - Oct 2026 Oct 2026 48 + 5

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