Charles Schwab's Federal Lobbying Record
Charles Schwab's $7.7M in disclosed federal lobbying puts it in the mid-tier of registered filers. Spending in the seven-figure range is common for established trade groups, mid-size corporations, and advocacy organizations that maintain a steady but not aggressive presence on Capitol Hill.
Across the 5-year window from 2020 to 2024, Charles Schwab's annual disclosed lobbying spend has held roughly steady — $1.5M at the start versus $1.4M at the most recent year-end. Year-to-year wobbles inside that range usually reflect timing of legislative cycles rather than a strategic shift.
Charles Schwab's disclosed lobbying focuses on a narrow 4-issue footprint. A focused issue list usually means the organization concentrates its federal engagement on a small set of bills or rulemakings directly relevant to its core business.
1 of 5 lobbyists reported by Charles Schwab (20%) disclose prior federal government service — a small minority of the named bench.
Among the named bench, lobbyists with disclosed prior federal service include Lorraine C. Voles (Former Deputy Secretary of Defense). The covered-position field on LDA cover sheets captures executive-branch and senior congressional roles held within the prior two years.
Within the Finance & Banking sector, Charles Schwab ranks #14 of 27 tracked organizations by disclosed lobbying spend. The sector leader is American Bankers Association at $43.0M; the sector average is $11.3M. Charles Schwab's $7.7M sits 32% below the sector average.
Charles Schwab's LobbySpend Influence Score of 49/100 (grade C) is the most common grade in the index — it covers organizations with established but moderate federal advocacy programs. The score combines disclosed total spend (40%), issue breadth (30%), and revolving-door connections (30%). A C-grade is typical of mid-size corporations and trade associations with steady quarterly filings on a focused issue set.
Every figure above is sourced from Senate lobbying disclosure filings submitted under the Lobbying Disclosure Act of 1995. Per-issue dollar splits and covered-position flags are filer-reported and may be amended after initial submission.
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Annual Lobbying Spend
Policy Issues
Government Entities Contacted
Recent Filings
| Period | Registrant | Issues | Lobbyists | Amount |
|---|---|---|---|---|
| 2024 Oct-Dec | Capitol Counsel | GOVTAXRET+1 | 3 | $335K |
| 2024 Jul-Sep | Prime Policy Group | FINTAX | 4 | $289K |
| 2024 Apr-Jun | Tarplin, Downs & Young | FINGOVRET | 3 | $346K |
| 2024 Jan-Mar | Holland & Knight | GOVFINTAX | 4 | $384K |
| 2023 Oct-Dec | S-3 Group | GOVFINTAX+1 | 2 | $324K |
| 2023 Jul-Sep | Squire Patton Boggs | TAXGOV | 1 | $430K |
| 2023 Apr-Jun | Holland & Knight | FINTAXRET+1 | 2 | $459K |
| 2023 Jan-Mar | Squire Patton Boggs | FINTAX | 4 | $445K |
Charles Schwab Lobbying FAQ
Charles Schwab has spent $7.7M 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 49/100 (Grade C). This proprietary score is based on total lobby spend (40%), policy issue breadth (30%), and revolving door connections (30%).
Charles Schwab employs 5 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 Education, Federal Communications Commission, Federal Aviation Administration.
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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.