Women investors:
An investing experience built around your needs.

For over 50 years, we've made investing more accessible for everyone. That means making sure women, like you, get the personalized investments, experienced guidance, and relevant resources needed to pursue your goals. 

How do we understand your unique needs? We asked.

We recently surveyed 1,200 women asking for real feedback to help us better understand who you are as an investor—and how we can help.

Wish you'd started investing earlier? So do 85% of women.

91% of women feel empowered by managing their household's investments.

When first starting out, 42% of women used financial experts for guidance.

Tailored investments and guidance to help pursue your goals.

One size never really fits all. That's why we offer so many ways to invest. From a self-directed approach and an award-winning trading experience to automated investing and wealth management, the choice is yours. 

No matter how you decide to work with us, you can always count on our industry-leading service and support. From one-off questions to complete financial planning, our Schwab professionals are at the ready to deliver personalized help that aligns with your goals.*

Soft music plays throughout.

The Charles Schwab logo appears in the bottom right corner of the screen. In an office, a woman wearing a teal blazer faces the camera. Different professionals take turns individually sharing their perspectives on finances throughout.

Onscreen text:

Lauray Kennedy
Financial Consultant

Lauray: I feel like I have a responsibility.

A woman wearing a gray blazer appears.

Onscreen text:

Rae Schmidt
Digital Experience

Rae: Every day, I come in thinking about the real person.

A man wearing a soft blue button-down shirt and sweater appears.

Onscreen text:

Jim Titus
Financial Consultant

Jim: I always put the people before the money. Always.

A man wearing a bright cerulean button-down shirt appears.

Onscreen text:

John Sullivan
Financial Consultant

John: When you're dealing with people and their finances—

A man wearing a navy jacket and glasses appears.

Onscreen text:

Robert Krebs
Financial Consultant

Robert: I would say the biggest thing is trust.

A man wearing a charcoal-gray jacket appears.

Onscreen text:

Brent Antoine
Client Service

Brent: Trust is everything.

John: There is no trust without transparency.

A woman wearing a patterned sleeveless shirt appears.

Onscreen text:

Sarah Zurcher
Digital Experience

Sarah: So, around the clock, clients have access to—

Brent: —all of the tools and all of the support.

Rae: We offer that education freely.

Robert: Whether it's active traders or—

Sarah: —long-term investors, Schwab empowers them to take control not only of their finances, but of their life.

Robert: What's the passion behind what they do?

Sarah: Personally? Professionally?

Robert: What are their dreams?

John: And how do we start building that future?

A woman wearing a red jacket appears.

Onscreen text:

Tamara Blue
Financial Consultant

Tamara: I definitely feel privileged to be in that position.

Jim: Yeah.

Lauray: It's more than money. You can't put a price on that.

John: Your client won't care how much you know until they know how much you care.

A white background appears with blue text.

Onscreen text:

For us, it's personal.

schwab.com/why-schwab

The Charles Schwab logo appears. The music fades out.

Onscreen text:

Own your tomorrow®

©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (1122-2JSH) ADS119553-00

Video Transcript

Investing at Schwab

Soft music plays throughout.

The Charles Schwab logo appears in the bottom right corner of the screen. In an office, a woman wearing a teal blazer faces the camera. Different professionals take turns individually sharing their perspectives on finances throughout.

Onscreen text:

Lauray Kennedy
Financial Consultant

Lauray: I feel like I have a responsibility.

A woman wearing a gray blazer appears.

Onscreen text:

Rae Schmidt
Digital Experience

Rae: Every day, I come in thinking about the real person.

A man wearing a soft blue button-down shirt and sweater appears.

Onscreen text:

Jim Titus
Financial Consultant

Jim: I always put the people before the money. Always.

A man wearing a bright cerulean button-down shirt appears.

Onscreen text:

John Sullivan
Financial Consultant

John: When you're dealing with people and their finances—

A man wearing a navy jacket and glasses appears.

Onscreen text:

Robert Krebs
Financial Consultant

Robert: I would say the biggest thing is trust.

A man wearing a charcoal-gray jacket appears.

Onscreen text:

Brent Antoine
Client Service

Brent: Trust is everything.

John: There is no trust without transparency.

A woman wearing a patterned sleeveless shirt appears.

Onscreen text:

Sarah Zurcher
Digital Experience

Sarah: So, around the clock, clients have access to—

Brent: —all of the tools and all of the support.

Rae: We offer that education freely.

Robert: Whether it's active traders or—

Sarah: —long-term investors, Schwab empowers them to take control not only of their finances, but of their life.

Robert: What's the passion behind what they do?

Sarah: Personally? Professionally?

Robert: What are their dreams?

John: And how do we start building that future?

A woman wearing a red jacket appears.

Onscreen text:

Tamara Blue
Financial Consultant

Tamara: I definitely feel privileged to be in that position.

Jim: Yeah.

Lauray: It's more than money. You can't put a price on that.

John: Your client won't care how much you know until they know how much you care.

A white background appears with blue text.

Onscreen text:

For us, it's personal.

schwab.com/why-schwab

The Charles Schwab logo appears. The music fades out.

Onscreen text:

Own your tomorrow®

©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (1122-2JSH) ADS119553-00

Resources that reflect what's happening in your life.

Stay on top of the ever-evolving financial landscape with world-class insights and education—all tailored to empower you on your financial journey.

Empowering women and their financial journey.

Women play important roles at all levels of our organization, and they understand the challenges and opportunities that come with being a woman investor. That's why Schwab is so committed to helping you take control of your financial future.


"For women, financial independence is a matter of necessity."
- Carrie Schwab-Pomerantz, Board of Directors

Empowering women and their financial journey.

Women play important roles at all levels of our organization, and they understand the challenges and opportunities that come with being a woman investor. That's why Schwab is so committed to helping you take control of your financial future.


"Women know their value. Building wealth and financial confidence only helps maximize it."
- Jeannie Bidner, Head of Branch Network

Empowering women and their financial journey.

Women play important roles at all levels of our organization, and they understand the challenges and opportunities that come with being a woman investor. That's why Schwab is so committed to helping you take control of your financial future.


"Women are more methodical and more disciplined in their approach. They understand who they are as investors."
- Liz Ann Sonders, Chief Investment Strategist

The best investment you can make is in yourself. So let's get started at Schwab.