Charles Schwab
Finance & Banking · Lobbying Client
Charles Schwab reported $9.4 million in federal lobbying expenditures as disclosed in Senate LDA filings. The organization's lobbying activity spans 4 policy areas, with primary focus on Financial Institutions, Taxation, Retirement. This data is drawn from quarterly disclosure reports filed with the Secretary of the Senate under the Lobbying Disclosure Act of 1995. All lobbying disclosure data sourced from Senate lobbying disclosure filings filed under the Lobbying Disclosure Act.
Annual Lobbying Spend
Policy Issues
Government Entities Contacted
Recent Filings
| Period | Registrant | Issues | Lobbyists | Amount |
|---|---|---|---|---|
| 2020 Jan-Mar | Holland & Knight LLP | TAXGOVFIN | 3 | $490K |
| 2020 Apr-Jun | Cassidy & Associates LLP | FIN | 1 | $295K |
| 2020 Jul-Sep | Cassidy & Associates LLP | TAXRETFIN+1 | 2 | $453K |
| 2020 Oct-Dec | BGR Group LLP | TAXFIN | 4 | $429K |
| 2021 Jan-Mar | K&L Gates LLP | GOVRETFIN+1 | 1 | $447K |
| 2021 Apr-Jun | Cassidy & Associates LLP | FINTAXGOV+1 | 3 | $654K |
| 2021 Jul-Sep | Cassidy & Associates LLP | RETFIN | 1 | $455K |
| 2021 Oct-Dec | Brownstein Hyatt LLP | FIN | 1 | $541K |
Charles Schwab Lobbying FAQ
Charles Schwab has spent $9.4M on federal lobbying across 4 policy areas. This includes spending on registered lobbyists and direct government contacts.
Charles Schwab lobbies on 4 policy issues, including Financial Institutions, Taxation, Retirement, Government Issues. These disclosures are filed quarterly with the Senate Office of Public Records.
Charles Schwab has an Influence Score of 53/100 (Grade C). This proprietary score is based on total lobby spend (40%), policy issue breadth (30%), and revolving door connections (30%).
Charles Schwab employs 4 registered lobbyists, of whom 1 have revolving door connections — meaning they previously held government positions before becoming lobbyists.
Charles Schwab has contacted 7 government entities as part of their lobbying activities, including Dept of Justice, US Trade Representative, Dept of Interior.
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Lobbying data is sourced from quarterly Lobbying Disclosure Act (LDA) filings with the Senate Office of Public Records. Influence Scores combine total spend (40%), issue breadth (30%), and revolving door connections (30%). Filings may be amended after initial submission.