Charles Schwab

Franchise Information

Analyzed filing: MN · File #1960516100

Filed: Apr 20, 2026

FDD Issued: Apr 3, 2026

Extracted: Aug 23, 2026

Needs review family conflict fee low critical:sibling file=72723|sibling=$25,000.00|canonical=$50,000.00 family consensus fee low tie:family=mn:35825-202604|values=25000,50000|current=50000

Franchisor Details

Name: Charles Schwab & Co., Inc.

Parent: The Charles Schwab Corporation

Address: 3000 Schwab Way, Westlake, Texas 76262

Phone: (720) 418-3686

Website: www.schwab.com

Franchising Since: 2011

Industry & Qualifications

Industry

Financial Services

Veteran Discount

50.0%

Franchise Fee

$50,000

Royalty

Not disclosed

Total Investment

$104K - $222K

Initial Term

7 years

Renewable

Outlet Information

Total Outlets (2025)

382

Franchised

Company-Owned

287

Opened (Last Year)

+11

Closed (Last Year)

-0

Churn Breakdown (Last Year)

Terminations

Non-Renewals

Ceased Ops

Transfers

Reacquired

Item 19 (Financial Performance)

Disclosed

Item 19 provides financial performance representations but no average unit volum...

View filing:

Number	File name	Source State	Filing Date	Actions
244907219	MN_35825-202604-03_charles-schwab-&-co-inc.pdf Alternate source copy · newest filing	MN	Apr 20, 2026	Restricted
1960516100	MN_35825-202604-08_charles-schwab-&-co-inc.pdf Canonical 2026 analysis · needs review	MN	Apr 20, 2026	Restricted
168421164	MN_33369-202504-04_charles-schwab-&-co-inc.pdf Alternate source copy	MN	Apr 29, 2025	Restricted
1184627237	MN_33369-202504-08_charles-schwab-&-co-inc.pdf Alternate source copy	MN	Apr 29, 2025	Restricted
215797	509565_Franchise__Charles_Schwab_EFDID__509565_Virginia_215797.pdf Alternate source copy	VA	Apr 4, 2025 FDD issue date	Restricted
239313	509565_Franchise__Charles_Schwab_EFDID__509565_Virginia_239313.pdf Alternate source copy	VA	Apr 4, 2025 FDD issue date	Restricted
212977	509565_Franchise__Charles_Schwab_EFDID__509565_North Dakota_212977.pdf Canonical 2025 analysis	ND	Apr 4, 2025 FDD issue date	Restricted
216835	509565_Franchise__Charles_Schwab_EFDID__509565_South Dakota_216835.pdf Alternate source copy	SD	Apr 4, 2025 FDD issue date	Restricted
638277	638277_charles-schwab-&-co---inc-.pdf Alternate source copy	WI	Apr 4, 2025 FDD issue date	Restricted
447262124	MN_32518-202410-03_charles-schwab-&-co-inc.pdf Canonical 2024 analysis	MN	Nov 22, 2024	Restricted
187134	509565_Franchise__Charles_Schwab_EFDID__509565_Virginia_187134.pdf Alternate source copy	VA	Oct 28, 2024 FDD issue date	Restricted
1760263103	MN_30809-202403-04_charles-schwab-&-co-inc.pdf Alternate source copy	MN	Apr 15, 2024	Restricted
441857591	MN_30809-202403-05_charles-schwab-&-co-inc.pdf Alternate source copy	MN	Apr 15, 2024	Restricted
133837	509565_Franchise__Charles_Schwab_EFDID__509565_Virginia_133837.pdf Alternate source copy	VA	Mar 29, 2024 FDD issue date	Restricted
137201	509565_Franchise__Charles_Schwab_EFDID__509565_Maryland_137201.pdf Alternate source copy	MD	Mar 29, 2024 FDD issue date	Restricted
135651	509565_Franchise__Charles_Schwab_EFDID__509565_North Dakota_135651.pdf Alternate source copy	ND	Mar 29, 2024 FDD issue date	Restricted
137119	509565_Franchise__Charles_Schwab_EFDID__509565_South Dakota_137119.pdf Alternate source copy	SD	Mar 29, 2024 FDD issue date	Restricted
57066	509565_Franchise__Charles_Schwab_EFDID__509565_Virginia_57066.pdf Alternate source copy	VA	Mar 29, 2023 FDD issue date	Restricted
104069	509565_Franchise__Charles_Schwab_EFDID__509565_Maryland_104069.pdf Alternate source copy	MD	Mar 29, 2023 FDD issue date	Restricted
56081	509565_Franchise__Charles_Schwab_EFDID__509565_North Dakota_56081.pdf Canonical 2023 analysis	ND	Mar 29, 2023 FDD issue date	Restricted
60509	438842_Franchise__Charles_Schwab_EFDID__438842_South Dakota_60509.pdf Alternate source copy	SD	Mar 29, 2023 FDD issue date	Restricted
15628	509565_Franchise__Charles_Schwab_EFDID__509565_Virginia_15628.pdf Alternate source copy	VA	Mar 29, 2022 FDD issue date	Restricted
15314	509565_Franchise__Charles_Schwab_EFDID__509565_North Dakota_15314.pdf Canonical 2022 analysis	ND	Mar 29, 2022 FDD issue date	Restricted
22128	438842_Franchise__Charles_Schwab_EFDID__438842_South Dakota_22128.pdf Alternate source copy	SD	Mar 29, 2022 FDD issue date	Restricted

Showing 1–24 of 24 files.