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Schwab

Schwab

software

1 creator use or recommend it

▲ 1 active in the last 90 days

1 use 6 mention
Last discussed Aug 11, 2026

A financial services company offering investment accounts, brokerage services, and retirement planning.

How Schwab compares

2 creators weighed in
Robinhood Direct rival
commission-free stock trading app

Robinhood can open new Trump Accounts; Schwab can only accept rollovers of existing ones.

B J
2 creators
BH
Ben Henry-Moreland

"Fidelity plans to do these. Schwab plans to do these. I'm sure Vanguard plans to do these. I'm sure many other custodians will be offering their own rollover accounts, but they can't be actually newly opened and contributed to at these p..."

Cannot open new Trump Accounts — only Robinhood can do that; these institutions will only accept rollovers

JC
Jason Calacanis

"Robin Hood, Charles Schwab, everybody talking about they got an allocation, one share, 10 shares."

Mentioned alongside Robinhood as platforms offering SpaceX IPO allocations

What creators say

WC
Used for: Custodian for client assets following merger with Composition Wealth Praised: Client satisfaction with the platform vs: Switched from Pershing

"We went from Pershing to Schwab, so we were re-papering the whole book of business, and clients seem pleased with Schwab. It's a big change for us from Pershing to Schwab."

More from Wendy Ciehanski →
BH
Ben Henry-Moreland
mentioned
Used for: Future Trump Account rollover destination after initial opening at Robinhood vs: Cannot open new Trump Accounts — only Robinhood can do that; these institutio...

"Fidelity plans to do these. Schwab plans to do these. I'm sure Vanguard plans to do these. I'm sure many other custodians will be offering their own rollover accounts, but they can't be actually newly opened and contributed to at these places."

More from Ben Henry-Moreland →
CD
Christine DeMao
mentioned

"Federated at the time set up money market funds for some of the brokerage firms — Schwab and Fidelity in particular."

More from Christine DeMao →
MH
Morgan Housel
mentioned
Used for: Low-cost online stock trading vs: Compared to E*TRADE; contrasted with calling a stock broker and paying $200 p...

"Now you had E*TRADE and Charles Schwab. You could do it for free or nothing. And so all of us, like when I was 17, we all started day trading."

More from Morgan Housel →
JC
Jason Calacanis
mentioned
Used for: Retail IPO allocation for SpaceX shares vs: Mentioned alongside Robinhood as platforms offering SpaceX IPO allocations

"Robin Hood, Charles Schwab, everybody talking about they got an allocation, one share, 10 shares."

More from Jason Calacanis →
KR
Kelly Rodriguez
mentioned
Used for: Distributing private company shares to retail investors Praised: 46 million investors and $12 trillion in assets

"What Schwab represents is 46 million investors and 12 trillion. This will change capital access and the way that you distribute your shares moving from private to public."

More from Kelly Rodriguez →

"I can't remember if it was Schwab, Vanguard, one of the big investment houses talked about how much 401k money is just sitting in cash."

More from The Iced Coffee Hour →

About this data

  • ✓44,000+ mentions extracted from real podcast transcripts
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