How many acquisitions has Charles Schwab made so far?

Charles Schwab has completed 4 acquisitions so far, with an average acquisition amount of $9.12B.

In which year did Charles Schwab make the most acquisitions?

Charles Schwab was most active in 2020, with 1 acquisition completed in that year.

List of 4 Acquisitions by Charles Schwab (Apr 2026)

Most viewed in 2019

Charles Schwab has completed 4 acquisitions. Its acquisitions span 2 sectors: Investment Tech (3 acquisitions) and Book Tech (1 acquisition). All acquisitions were completed in United States. Peak acquisition years are 2020 (1), 2019 (1), and 2011 (1). The average number of acquisitions per year for the period 2020–2025 is 0.17. No acquisitions have been completed in the current calendar year. The most recent acquisition was Wasmer Schroeder, founded in 1987 in Naples. Wasmer Schroeder provides investment management solutions for businesss. This acquisition occurred in February, 2020.

Here's the year on year acquisition history of Charles Schwab:

Number of Total Acquisitions

Year	# Acquisitions
2020	1
2019	1
2011	1
2003	1

View all Acquisitions by Charles Schwab

Recent acquisitions by Charles Schwab

Charles Schwab's most recent acquisition - Wasmer Schroeder is a Investment management solutions for businesss, founded in 1987 and located in Naples. Charles Schwab acquired it in February 2020.

Here is the list of all acquisitions by Charles Schwab sorted by the latest acquisition date:

Acquired on	Acquired Company	Acquisition Price	Facilitators	Stake Acquired	Acquisition Multiple
Feb 24, 2020	Wasmer Schroeder	Undisclosed	PL Advisors, Morgan Lewis ... and 1 more	18	394
Nov 25, 2019	TD Ameritrade	$26B	Credit Suisse, Davis Polk ... and 7 more	92	608
Mar 21, 2011	optionsXpress	$1B	UBS, Evercore	95	775