Charles Schwab Austin · Employee Relocation

Moving to Austin
for Schwab?

Charles Schwab's move from San Francisco to Texas is one of the defining corporate relocations of the decade, a major financial institution voting with its headquarters for a state with no income tax, lower costs, and a better quality of life for the employees who followed. If you're relocating to Schwab Austin, this guide gives you the financial math and the neighborhood map you actually need.

0% Texas Income Tax Westlake Hills · Eanes ISD Next Door Free Buyer Representation
SW Austin Corridor

Schwab Austin:
A Different Austin Geography

Schwab's Austin campus sits in the SW Austin corridor, a completely different part of the city from where most Austin tech employer guides point you. Apple, Amazon, Meta, and Nvidia are all in the Domain/NW Austin cluster. Schwab Austin is southwest, which means the entire housing equation changes.

For Schwab employees, the neighborhoods that make sense are Westlake Hills, Barton Hills, South Austin, Bee Cave, and Lakeway, not Cedar Park, Round Rock, or the NW suburbs that fill most Austin employer relocation guides. The SW Austin corridor has some of the city's most sought-after real estate: Westlake Hills sits in Eanes ISD (Texas's top-ranked school district) and offers Hill Country character within 20 minutes of downtown Austin.

This is Schwab employees' structural advantage over employees at Domain-area companies: the SW Austin corridor puts you near better neighborhoods and Texas's best public schools, rather than in the generic NW suburban sprawl that most tech employer relocation guides recommend.

The SW Austin Difference

Domain-area employees (Apple, Amazon, Meta, Nvidia) who want Eanes ISD schools have a 30 to 45 min commute against traffic. Schwab Austin employees working in the SW corridor have Westlake Hills, and Eanes ISD, essentially at their doorstep. It's the best school district in Texas, and for Schwab employees it's the closest option, not a compromise.

Schwab Austin Campus
SW Austin Corridor · Commute Estimates
⚡ Westlake Hills8 to 15 min
⚡ Barton Hills / Zilker10 to 18 min
⚡ South Austin / Bouldin Creek12 to 20 min
⚡ Travis Heights14 to 22 min
⚡ Bee Cave / Lakeway15 to 25 min west
⚡ Downtown Austin15 to 22 min
⚡ Hyde Park / Rosedale20 to 28 min
Avoid: Cedar Park, Leander (40 to 55 min). Round Rock (35 to 45 min). NW suburbs add commute in the wrong direction for Schwab Austin employees.
The San Francisco Calculation

What Moving to Texas
Actually Saves Schwab Employees

Schwab made its Texas move partly for exactly this reason, and its employees benefit from the same math. California's top marginal income tax rate is 13.3%. Texas has zero. At Schwab's compensation levels, the annual savings are substantial.

$200K Schwab Comp
(Financial Consultant, Senior Associate)
CA state tax (~9.3%, 10.3%)~$18,000 to $21,000/yr
TX state tax$0
Annual savings~$18,000 to $21,000/yr
10-year savings~$180,000 to $210,000
$320K Schwab Comp
(Senior FA, Branch Manager, Director)
CA state tax (~11.3%, 12.3%)~$34,000 to $39,000/yr
TX state tax$0
Annual savings~$34,000 to $39,000/yr
10-year savings~$340,000 to $390,000
$500K+ Schwab Comp
(Managing Director, Private Wealth, VP)
CA state tax (13.3%)~$60,000 to $67,000/yr
TX state tax$0
Annual savings~$60,000 to $67,000/yr
10-year savings~$600,000 to $670,000

California applies 9.3% at $67K+, 10.3% at $338K+, 11.3% at $406K+, 12.3% at $677K+, and 13.3% at $1M+. Figures above reflect effective CA state rates at the stated income levels. In your move year, California will attempt to tax any California-sourced income while you were a CA resident, consult a CPA who specializes in California domicile breaks before you establish Texas residency.

San Francisco / Bay Area
  • 🏠 Median SFO 1BR condo: $900K to $1.4M; rent $3,200 to $5,000/mo
  • 🏠 3BR SFH in comparable suburb (Palo Alto, Marin): $2.5M to $5M
  • 💰 CA property tax ~1.1% on new purchase (Prop 13 doesn't help new buyers)
  • ⛅ June Gloom May, July; 55 to 65°F summers; beautiful but grey at times
  • 🚗 Bay Area commute: BART, Caltrain, or 60 to 90 min highway traffic
  • 💸 CA income tax: 9.3%, 13.3% on all income including bonuses and RSUs
Austin, Texas (Westlake Hills / SW Corridor)
  • 🏠 Westlake Hills 3BR: $900K to $1.8M; Barton Hills 3BR: $680K to $1.2M
  • 🏠 Bee Cave / Lakeway 4BR new construction: $550K to $900K
  • 💰 TX property tax 1.8%, 2.4%; homestead exemption reduces assessed value
  • ☀️ 300 days sunshine; mild winters (40 to 65°F); hot summers (100 to 105°F)
  • 🚗 8 to 22 min to Schwab Austin from most SW corridor neighborhoods
  • 💸 TX income tax: $0 on salary, bonuses, RSUs, and all Schwab comp
Where Schwab Austin Employees Live

Best Neighborhoods
for Schwab Austin Employees

The SW Austin corridor is the right frame, not the Domain suburbs that dominate most Austin tech employer guides. These neighborhoods are different, and for Schwab employees, they're better.

Westlake Hills 8 to 15 min
$900K to $2.5M+ to buy · $3,500 to $8,000/mo rent
  • Eanes ISD, Westlake HS is Texas's top-ranked public high school
  • Hill Country views, large lots, pools, Bay Area quality at a fraction of Bay Area prices
  • Austin's most prestigious residential address; refined and quiet
  • 8 to 15 min to Schwab Austin; 15 to 20 min to downtown Austin
Best for: Senior FAs, managing directors, and families who want Palo Alto Unified-equivalent schools
Westlake Hills neighborhood guide →
Barton Hills 10 to 18 min
$650K to $1.3M to buy · $2,200 to $3,800/mo rent
  • Barton Springs Pool, Greenbelt, Zilker Park, Austin's outdoor life at its best
  • Hilly terrain with views; feels like Hill Country inside the city
  • Limited inventory; consistently strong appreciation history
  • More Austin character than Westlake Hills at a lower price point
Best for: Schwab employees with $750K+ who want outdoor access and Austin character over school-district premium
Barton Hills neighborhood guide →
Bouldin Creek 12 to 20 min
$620K to $1.1M to buy · $2,000 to $3,200/mo rent
  • Quintessential South Austin, South Congress, Barton Springs, walkable blocks
  • Classic bungalows, craftsman renovations, thoughtful new builds
  • Austin's most authentic neighborhood character; strongest resale demand
  • Close to downtown and Schwab; good for Schwab employees without school-age kids
Best for: Schwab employees relocating from SF Mission/Noe Valley who want authentic Austin neighborhood feel
Bouldin Creek neighborhood guide →
Travis Heights 14 to 22 min
$580K to $950K to buy · $1,900 to $3,000/mo rent
  • Historic South Congress neighborhood, elevated streets, eclectic architecture, mature trees
  • South Congress shops and restaurants walkable; Lady Bird Lake nearby
  • More space and character per dollar than Bouldin Creek
  • Good option for buyers in the $600K to $900K range wanting central Austin
Best for: Buyers who want South Austin character with slightly more space and a sub-$900K budget
Travis Heights neighborhood guide →
Bee Cave 15 to 25 min west
$520K to $950K to buy · $1,900 to $3,200/mo rent
  • Growing Hill Country suburb west of Austin on Hwy 71 / SW Parkway
  • Lake Travis ISD schools; newer construction at lower prices than Westlake Hills
  • Hill Country landscape, outdoor recreation, Lake Travis 15 min away
  • Best value for families wanting Hill Country lifestyle with Schwab commute
Best for: Families who want newer construction, Hill Country living, and a shorter drive to Schwab than NW suburbs
SW Austin area guide →
South Lamar / Zilker 10 to 18 min
$580K to $1.0M to buy · $1,900 to $3,000/mo rent
  • South Lamar corridor, independent restaurants, coffee, boutiques; walkable and vibrant
  • Zilker Park and Lady Bird Lake trail right at the edge of the neighborhood
  • Popular with Schwab employees who want walkability without Westlake Hills prices
  • Close to both Schwab Austin and downtown; best of both worlds for mid-budget buyers
Best for: Buyers at $600K to $950K who want urban Austin walkability with a quick SW Austin commute
South Austin area guide →
What You'll Pay

Austin Housing Costs
for Schwab Employees

Neighborhood Buy Range Monthly Rent
Westlake Hills$900K to $2.5M+$3,500 to $8,000
Barton Hills / Zilker$650K to $1.3M$2,200 to $3,800
Bouldin Creek$620K to $1.1M$2,000 to $3,200
Travis Heights$580K to $950K$1,900 to $3,000
South Lamar / Zilker$580K to $1.0M$1,900 to $3,000
Clarksville / Tarrytown$750K to $2M$2,500 to $5,500
Bee Cave$520K to $950K$1,900 to $3,200
Lakeway$450K to $850K$1,700 to $2,800

Schwab Austin comp ranges from $80K for associate-level roles to $600K+ for managing directors and private wealth professionals. At those levels, the entire SW Austin corridor is accessible, including Westlake Hills, which is often the first choice for families relocating from the Bay Area.

A financial consultant at $200K can buy in South Austin or Bee Cave outright at $550K to $750K with a modest down payment and a manageable monthly payment. A senior financial advisor at $320K can buy in Barton Hills or Bouldin Creek. A managing director at $500K+ can buy anywhere in Westlake Hills, and the comparison to a similar Palo Alto home at $4M+ makes the Austin math look surreal.

Texas property taxes (1.8%, 2.4%) run higher than California's Prop 13-protected rates for longtime owners, but substantially lower in absolute dollars than comparable California homes. On a $900K Westlake Hills home: roughly $16,200 to $21,600/year in property taxes. On a comparable Palo Alto home at $3.5M: roughly $38,500/year, plus California income tax on top.

Full Austin cost of living breakdown →
Compensation Context

Schwab Austin
Compensation Ranges

Schwab's Austin comp packages span financial services, technology, and operations, with the CA→TX tax savings making every dollar go further from day one.

Financial Consultant / Associate Financial Consultant
$80K to $180K+

Base + bonus + commission structure. Strong performers move through this range quickly. At $130K in Texas vs California, take-home is roughly $12,000/year higher starting from day one of employment.

Senior Financial Advisor / Branch Manager
$150K to $280K

Base + production bonus. At $220K, the CA→TX tax savings are approximately $22,000 to $25,000/year. Over a 10-year career at this level, the cumulative savings exceed $200,000.

Managing Director / Private Wealth Manager
$300K to $600K+

Salary + annual incentive + equity. At $450K total comp, the CA→TX tax savings reach $50,000 to $57,000/year, effectively a 12% raise, permanently. This is the level where the Texas decision is financially transformational.

Technology / Engineering (SWE, Data, Infra)
$120K to $280K

Schwab's Austin tech team includes software engineers, data engineers, and infrastructure specialists. Comp is competitive with the Austin tech market, with the same CA→TX tax advantage for engineers who transferred from Schwab's San Francisco team.

Operations / Client Service
$55K to $120K

Austin's lower cost of living amplifies take-home pay at every comp level. At $75K, the IL→TX or CA→TX savings may be $3,700 to $7,400/year, plus housing costs that are meaningfully lower than Bay Area equivalents.

Director / VP (Finance, Strategy, Legal)
$200K to $450K

Schwab brought senior corporate functions to Texas during its headquarters transition. At $300K total comp, the permanent CA→TX income tax savings are approximately $33,000 to $37,000/year.

The Financial Picture

Schwab RSUs & Equity
in Texas

💰
Zero State Income Tax on All Comp

Texas has no state income tax on salary, bonuses, commissions, or RSU vesting events. California taxes all of these at up to 13.3%. For Schwab employees with Schwab RSU or stock award grants vesting annually, moving to Texas before a large vest saves the full California rate on that vest, permanently, for every subsequent year in Texas. Document your domicile break cleanly and the savings are yours from the first paycheck.

📈
Production Bonuses Are Untaxed at State Level

Schwab financial advisors earn significant variable compensation through production bonuses and incentive programs. In California, every dollar of bonus income is taxed as ordinary income at up to 13.3%. In Texas, there is no state income tax on any form of income, salary, bonus, commissions, or incentive pay. For a senior financial advisor in a strong year at $280K total comp, the Texas advantage on variable pay alone can exceed $20,000.

🏠
Homestead Exemption & Property Tax

Texas property taxes run 1.8%, 2.4% of assessed value in the Austin metro, higher than California's Prop 13-protected rates for longtime owners, but significantly lower in absolute dollars than comparable California homes. File your homestead exemption after January 1 of your first full year of ownership, it reduces your assessed value by $100,000 for school district taxes and caps future annual increases at 10%. Westlake Hills property taxes on a $1.1M home run roughly $19,800 to $26,400/year.

For Families

Schools Near
Schwab Austin's Corridor

The SW Austin corridor gives Schwab employees access to Texas's most prestigious public school district, with no commute penalty. This is the clearest school advantage of any employer location in Austin.

Texas #1 · Most Sought
Eanes ISD, Westlake Hills
8 to 15 min from Schwab Austin campus

Westlake High School is consistently ranked Texas's top public high school, the Austin equivalent of Palo Alto High School or Gunn High in the Bay Area. Eanes ISD has outstanding elementary campuses throughout Westlake Hills, including Eanes Elementary and Barton Creek Elementary. For families relocating from Bay Area private schools or Palo Alto Unified, this is the closest direct equivalent, at public school tuition.

Western Corridor
Lake Travis ISD
Bee Cave, Lakeway, 15 to 25 min from Schwab

A well-regarded district for the Bee Cave and Lakeway corridor west of Schwab's campus. Lake Travis HS has strong academics and a competitive athletics program. Homes in this district run $450K to $900K, significantly more affordable than Eanes ISD territory. For families who want the Hill Country lifestyle and newer construction at lower prices, Lake Travis ISD is the compelling alternative to Westlake Hills.

Central Austin
Austin ISD, South/Central Campuses
Barton Hills, South Austin, Travis Heights

AISD is variable by campus, research by specific address. The Barton Hills Elementary and Travis Heights zones have well-regarded campuses. Bowie HS serves South Austin and is the strongest AISD high school option for Schwab employees in the Barton Hills / Bouldin Creek area. For buyers prioritizing Austin character over school district prestige, central AISD zones are worth researching by address.

Private Options
Central Austin Private Schools
St. Andrew's, St. Michael's, Regents

For Schwab families accustomed to Bay Area private schools: St. Andrew's Episcopal School (K, 12, nationally recognized), St. Michael's Catholic Academy, and Regents School of Austin are the top options. Tuition runs $20,000 to $35,000/year, well below Bay Area independent school costs. At senior Schwab comp levels, the income tax savings more than offset private tuition while buying a home that would cost 3x as much in the Bay Area.

Before You Arrive

Schwab Austin
Relocation Checklist

  • Get Texas driver's license within 90 days of establishing Texas residency
  • Register vehicle in Texas; register to vote in Texas
  • File California part-year resident return for your move year
  • Consult a CPA on CA domicile break, California audits high-earning departures, especially from finance
  • Review Schwab RSU vest calendar relative to your move date, vests in Texas are not subject to CA income tax once domicile is broken
  • Open a local bank account, Frost Bank, Amplify CU, UFCU are Austin staples
  • Research Eanes ISD boundaries by address if schools are a priority, school zone lines are specific
  • Get pre-approved for a Texas mortgage before your Schwab start date if buying
  • File homestead exemption after January 1 of your first full year of ownership
  • Budget for Austin summers: AC runs May, October, $150 to $280/month electric
  • Plan for Texas hail season (spring): home insurance is different from California
  • Download Barton Springs Pool schedule, it's the Schwab Austin employee's answer to Bay Area outdoor culture
  • Confirm Schwab relocation package scope with HR, many Schwab transfers qualify for relocation assistance
  • Contact Luke Allen 60 to 90 days before your Schwab start date, Westlake Hills and Barton Hills move quickly
Common Questions

Schwab Austin
FAQ

Where do most Schwab Austin employees live?
The SW Austin and Westlake Hills corridor dominates. Westlake Hills (Eanes ISD) is the first choice for families with school-age children, close to Schwab Austin's campus and home to Texas's top public school district. Barton Hills and South Austin attract buyers who want more Austin character with comparable commute times. Bee Cave and Lakeway are popular for families who want newer construction and Hill Country access at lower price points than Westlake Hills.
How much do I save on taxes coming from California to Schwab Austin?
At $200K Schwab comp: roughly $18,000 to $21,000/year in state income tax savings. At $320K: roughly $34,000 to $39,000/year. At $500K+: roughly $60,000 to $67,000/year. These are permanent from your first Texas paycheck. For Schwab employees with variable compensation, production bonuses and RSU vests, Texas taxes zero of it. Over a 10-year career at $320K average comp, the cumulative state income tax savings exceed $350,000.
Is Westlake Hills worth the premium over other Austin neighborhoods?
For families with school-age children: usually yes. Eanes ISD is the best public school district in Texas, and Westlake Hills puts Schwab employees closer to their campus than any Eanes ISD address puts Domain-area employees. The premium is real, $900K to $2.5M vs $580K to $950K in Barton Hills or South Austin, but relative to comparable Bay Area school-district neighborhoods ($3M to $5M+), it's still dramatically favorable. For Schwab employees without school-age children, Barton Hills, Bouldin Creek, and South Lamar offer more Austin character per dollar.
How does Schwab Austin's location compare to other Austin tech employers?
Completely different. Apple, Amazon, Meta, and Nvidia are all in the Domain/NW Austin corridor, which means their employees optimize for Cedar Park, Round Rock, and Leander, the NW suburbs. Schwab Austin is in the SW corridor, which puts Westlake Hills, Barton Hills, Bouldin Creek, and South Austin within easy commute range. For Schwab employees, the neighborhoods that are too far for Domain employees (Westlake Hills, Barton Hills) are right next door. It's the same Austin metro with a completely different housing geography.
Does Schwab offer relocation assistance for Austin transfers?
Schwab typically offers relocation packages for qualifying transfers and new hires, package scope varies by level and team. Confirm the specifics with Schwab HR before your move. If Schwab covers temporary housing, consider using that time to rent in Westlake Hills, Barton Hills, or South Austin and experience the neighborhoods before buying. The Schwab Austin market at $700K to $1.2M moves faster than most Bay Area transplants expect, start the mortgage process 60 to 90 days before your start date.
Should I consider Bee Cave or Lakeway as a Schwab Austin employee?
Yes, these are underrated options that most Austin relocation guides ignore because they're off the Domain-area radar. Bee Cave and Lakeway are 15 to 25 min west of Schwab's Austin campus on Highway 71 / SW Parkway. They offer newer construction at $450K to $900K, Lake Travis ISD schools (strong and improving), Hill Country landscape, and access to Lake Travis. For families who want Westlake Hills, adjacent lifestyle at lower prices, or buyers who want new construction without being in generic suburban sprawl, Bee Cave and Lakeway are genuinely compelling options for Schwab employees.
Let's Talk

Let's Find Your
Austin Home

I help Schwab employees make the California-to-Austin move, I know the SW Austin corridor intimately, I understand what Westlake Hills delivers vs the Barton Hills alternative, and I know the Eanes ISD school zone boundaries that matter. My representation is free to buyers.

Westlake Hills and Barton Hills at $700K to $1.3M move faster than most Bay Area transplants expect. If you're within 60 to 90 days of your Schwab start date, or just starting to run the San Francisco comparison, reach out now.

Luke Allen · TREC #788149 · Austin, TX

Schwab Relocation Consultation
Free buyer representation. No obligation.