Is Charles Schwab headquartered in Austin or in Westlake, Texas?

Charles Schwab's global corporate headquarters is in Westlake, Texas, a Dallas-Fort Worth metroplex town located approximately 30 miles northwest of downtown Dallas and about 200 miles north of Austin. Westlake, Texas (DFW) and Westlake Hills (an Austin-area neighborhood in Travis County) are two completely different places. Charles Schwab relocated its global HQ from San Francisco to Westlake Texas in 2020-2021 following the TD Ameritrade acquisition. The Westlake TX HQ is where Schwab's primary corporate functions sit. The Austin presence is separate: branch offices, financial advisor offices, and some trading-services and customer-support roles that do not require physical presence at the Westlake TX HQ campus.

What does Schwab actually do in Austin?

Charles Schwab's Austin presence consists primarily of branch offices and advisor-services roles rather than corporate HQ functions. Specific roles observed in the Austin Schwab workforce include: licensed financial consultants and client-facing advisors working out of local Austin branch offices, Schwab Advisor Services (RIA custody platform) relationship managers serving Austin-area Registered Investment Advisor firms, trading-services roles, customer-service and support roles that can be located flexibly, and some technology and operations roles that have moved to Austin following the broader Austin tech employment pattern. The Austin Schwab cohort typically holds Series 7, Series 66, or CFP credentials and compensation runs base plus bonus plus Schwab (SCHW) equity.

Should Schwab employees moving to Texas go to Austin or Westlake TX?

The decision depends entirely on which Schwab role is involved. For corporate HQ functions, product management, executive and senior-leadership positions, and roles that require physical HQ-campus presence: Westlake TX (DFW metro) is the correct choice because that is where the HQ sits. For branch-office financial-consultant roles, Schwab Advisor Services relationship-manager roles, flexibly-located customer-service roles, or any Austin-metro-based role that was offered specifically as an Austin role: Austin is the correct choice. Hybrid or remote-first roles may land in either location based on personal preference. The two cities offer different housing markets, different school districts, different climate, and different lifestyle options. The two should be evaluated as separate relocation decisions.

What submarkets fit Austin Schwab employees?

Austin Schwab employees typically land in five submarkets based on branch-office location and household stage. Westlake Hills 78746 for senior financial-advisor and leadership tier with Eanes ISD priority (110 active between $1M-$2.5M averaging $1.69M, with senior tier at $2.5M+ averaging $5.5M). Downtown 78701 condo for walk-to-work urban-lifestyle Schwab employees working from downtown-adjacent branches. 78704 South Austin for central walkable single-family (501 active in 78704+78702 averaging $908K). Lakeway 78738 for the Hill Country family-tier with Lake Travis ISD (262 active averaging $1.1M). Cedar Park 78613 for the family-tier value band with Leander ISD (150 active averaging $664K).

Who should I contact for Schwab Austin relocation help?

Luke Allen (TREC #788149) represents Charles Schwab Austin inbound employees across the branch-advisor and advisor-services workforce. 5.0 Google rating across 41 verified reviews. First conversation covers Schwab role (branch, advisor services, operations, hybrid), household stage, buying power including SCHW equity, and whether central Austin walkable or Hill Country family tier is the priority. Contact: Luke@austinmdg.com or 254-718-2567.

Charles Schwab Austin Relocation: Branch, Not HQ

Schwab's Texas HQ is Westlake TX, not Austin

Westlake, Texas (Dallas-Fort Worth metroplex) and Westlake Hills (an Austin neighborhood) are different places 200 miles apart. Schwab's global HQ sits in DFW. Austin houses branch, advisor-services, and operations roles with a distinct submarket pattern.

By Luke Allen · TREC #788149 · Updated October 9, 2026

Map my Schwab Austin relocation

Two very different Westlakes in Texas

A huge amount of Charles Schwab relocation research conflates Westlake, Texas (DFW suburb, Schwab HQ) with Westlake Hills (Austin-area neighborhood). They are 200 miles apart in different metros. Confirming which Schwab role goes where is the first scoping step.

Where the HQ sits

Westlake, Texas (DFW)

Town in Tarrant and Denton Counties, 30 miles NW of downtown Dallas

Charles Schwab's global corporate headquarters campus. Relocated from San Francisco in 2020-2021 following the TD Ameritrade acquisition. Houses the primary corporate functions, executive leadership, product management, and HQ-presence-required roles. Not Austin.

Roles located here:Executive leadership, product management, corporate strategy, HQ-presence engineering, finance, legal, HR corporate

What is actually in Austin

Austin, Texas (Travis County)

Separate metro, 200 miles south of Westlake TX

Charles Schwab's Austin presence is branch offices, advisor services, and some flexibly-located operations and technology roles. Smaller workforce than the Westlake TX HQ campus. Covers central Texas client-facing financial advisor presence and some corporate roles that have moved to Austin following the broader tech talent pattern.

Roles located here:Branch financial consultants, Schwab Advisor Services relationship managers, trading services, customer support, some operations and tech roles

Submarkets that fit the Austin Schwab cohort

The Austin Schwab branch-and-advisor-services workforce has specific submarket patterns matched to credential level, household stage, and branch-office location.

Track 1 · Senior advisor + leader

Series 7 + CFP tier

Westlake Hills 78746 (Austin)

The senior-advisor and Schwab Advisor Services leadership landing spot inside the Austin metro. Covers Davenport Ranch, Rollingwood proper, and Westlake Hills single-family. Zoned Eanes ISD. The important caveat: this is Westlake Hills, Austin, inside Travis County. It is not Westlake, Texas, which sits in the DFW metroplex and is where the Schwab HQ campus lives.

110 active listings in 78746 between $1M and $2.5M averaging $1.69M. Senior tier above $2.5M at $5.5M+ averages separately.

Track 2 · Walkable downtown

Downtown-branch adjacent

Downtown 78701 condo

For single-stage or couple-stage Schwab Austin new hires whose branch sits in or near the central business district and who want to walk rather than drive. Condo tower inventory concentrates in the 2nd Street District corridor, the Rainey Street cluster, and the Market District pocket.

209 active listings in 78701 between $500K and $1.5M averaging $833K.

Track 3 · Central family

Mid-career IC band

78704 South + 78702 East

A mid-career Schwab Austin landing for yard space and single-family character without the Westlake price step. South-side neighborhoods include Travis Heights, Zilker, Barton Hills and the Soco corridor. East-side runs Holly, East Cesar Chavez, and the Mueller border lots. The volume tier for established Austin Schwab families.

501 active listings averaging $908K.

Track 4 · Hill Country family

Lake Travis ISD family

Lakeway 78738

Schwab Austin families prioritizing Lake Travis frontage, Lake Travis ISD, and Hill Country lot sizes land here. Primary subdivisions include The Hills country-club residential, Rough Hollow waterfront, and Flintrock Falls golf-course adjacent. The commute to a downtown-based branch is longer than central-Austin tracks but the lake-and-ISD tradeoff makes it the specific landing for this cohort.

262 active listings in 78738 between $700K and $1.8M averaging $1.1M.

Track 5 · Value tier family

Entry financial consultant

Cedar Park 78613

Entry-tier financial consultant families and support-services employees prioritizing Leander ISD value. Housing stock concentrates in the Westside Preserve, Cypress Canyon, and Buttercup Creek subdivisions, with the Westwood High School feeder path to Round Rock ISD advanced-academics as the primary draw for school-focused buyers.

150 active listings in 78613 between $500K and $900K averaging $664K.

The Charles Schwab Austin relocation decision starts with the Austin-vs-Westlake-TX disambiguation. These are different cities 200 miles apart with different housing markets, different school districts, and different lifestyle options. Confirm which Schwab role applies before narrowing a submarket shortlist in either city.

About this page. Written by Luke Allen (TREC 788149, Texas-licensed Austin Realtor). This page specifically addresses Austin-metro Schwab inbound relocation. For Westlake Texas DFW HQ relocation, a DFW-metro Realtor is the correct resource. All MLS counts throughout pull from current ACTRIS data at build time for the Austin metro.

Why the Westlake-TX vs Westlake-Hills confusion matters

Charles Schwab's 2020-2021 HQ relocation from San Francisco to Westlake, Texas created significant inbound Texas Schwab employee movement, but the destination Westlake is specifically Westlake, Texas, a town in Tarrant and Denton Counties of the Dallas-Fort Worth metroplex, 30 miles northwest of downtown Dallas and 190 miles north of Austin. Westlake Hills is a different place: a Travis County city within the Austin metro, specifically the Eanes ISD submarket on the west side of Austin.

Google-search research for "Schwab Westlake" returns results for both cities with no clear disambiguation. Relocation guides frequently conflate the two. Schwab employees whose role is at the Westlake TX HQ sometimes end up researching Westlake Hills Austin real estate by mistake, and vice versa. The practical implication: before engaging any realtor or starting any home search, confirm with the Schwab offer which city your role is physically located in.

Westlake, Texas and Westlake Hills, Austin are two different cities 200 miles apart. Verify which Schwab role goes where before anything else.

The Austin Schwab cohort workforce profile

The Austin Schwab workforce profile differs from the Westlake TX HQ workforce in substantive ways. Austin Schwab roles concentrate in client-facing branch functions (financial consultant, portfolio consultant), Schwab Advisor Services relationship-management roles serving the Austin-area Registered Investment Advisor firm ecosystem, trading-services roles that can be located flexibly, and some technology and operations roles that have moved to Austin following the broader Austin tech talent pattern.

Compensation structure for client-facing Austin Schwab roles typically runs base plus bonus plus Schwab (SCHW) equity, with Series 7, Series 66, and often CFP credentials required. Buying power bands for the Austin Schwab client-facing cohort typically run $400K-$900K for entry financial consultant, $800K-$1.5M for senior consultant and portfolio consultant, and $1.5M-$3M+ for Schwab Advisor Services leadership and senior relationship manager roles.

Bottom line

Austin Schwab is a branch-and-advisor-services workforce separate from the Westlake TX HQ campus. The five-track submarket framework above captures the realistic Austin Schwab shortlist based on credential level, household stage, and branch-office geography. First conversation starts with role confirmation (Austin branch vs Westlake TX HQ), then submarket track selection.

Map your Austin Schwab relocation

First confirm the role is Austin-based rather than Westlake TX HQ. Then your household stage, buying power including SCHW equity, and whether central walkable or Hill Country family is the priority. Matched Austin Schwab shortlist comes back within one working day.

Schwab's Texas HQ is Westlake TX, not Austin

Two very different Westlakes in Texas