Westlake, Texas — According to state and local development sources, Charles Schwab plans to invest $14,000,000.00 to build out 281,428 square feet of new space in Westlake. The company plans to occupy the new space at 3103 Schwab Way in Westlake, on or about February 1, 2025. According to the company website The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services.

To learn more about Charles Schwab, visit http://www.schwab.com/

Company Contact:
Walter Bettinger, Chief Executive Officer
wb@schwab.com
https://www.linkedin.com/in/waltbettinger/
817-859-5000

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