Charles Schwab FDDs
The complete Charles Schwab FDD is available as filed — no summaries, no excerpts. 11 editions covering 2016–2026 are currently available. The document runs hundreds of pages and includes the franchise agreement, fee tables, territory terms, and financial statements.
From the 2026 Charles Schwab FDD: “®Total Initial Investment: The total investment necessary to begin operation of a Charles Schwab Franchise Branch is $103,605 to $221,705.”
Available Charles Schwab FDDs
Charles Schwab
2026 Franchise Disclosure Document (FDD)
April 2026
Charles Schwab
2025 Franchise Disclosure Document (FDD)
April 2025
Charles Schwab
2024 Franchise Disclosure Document (FDD)
March 2024
Charles Schwab
2023 Franchise Disclosure Document (FDD)
March 2023
Charles Schwab
2022 Franchise Disclosure Document (FDD)
March 2022
Charles Schwab
2021 Franchise Disclosure Document (FDD)
March 2021
Charles Schwab
2020 Franchise Disclosure Document (FDD)
March 2020
Charles Schwab
2019 Franchise Disclosure Document (FDD)
March 2019
Charles Schwab
2018 Franchise Disclosure Document (FDD)
March 2018
Charles Schwab
2017 Franchise Disclosure Document (FDD)
March 2017
Charles Schwab
2016 Franchise Disclosure Document (FDD)
March 2016
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