CHARLES SCHWAB
CHARLES SCHWAB is a political services vendor. In the 2025-2026 cycle CHARLES SCHWAB was paid $796K across 10 client committees.
Part I Identity
Stable facts about this entity. These figures do not change as you adjust the timeframe in Part II.
- Activity span ALL TIME
- Jul 31, 2001 → Mar 20, 2026
- spans 24.6 years
- Disbursements ALL TIME
- 289
- Schedule B rows
- Client committees ALL TIME
- 10
- distinct payers
Part II Activity in selected window
One timeframe control governs all three panels below. Change it once and the trajectory, top buyers, and party breakdown all update together.
Spend trajectory
Monthly spend to this vendor over the last 12 months.
Top buyers
Two views of the same data — diagram and table share the time-window control and the same top-buyers slice. Click "View all buyers in research" to drill in with the matching date range.
No buyer activity in this window.
Top buyers last 3 months · top 1
| Filer | Total spend | Disbursements |
|---|---|---|
| OCASIO-CORTEZ, ALEXANDRIA NY · House DEM |
$2,102 | 1 |
Top buyers last 6 months · top 2
| Filer | Total spend | Disbursements |
|---|---|---|
| OCASIO-CORTEZ, ALEXANDRIA NY · House DEM |
$22,190 | 9 |
| AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) C00358663 |
$5,853 | 1 |
Top buyers last 12 months · top 2
| Filer | Total spend | Disbursements |
|---|---|---|
| OCASIO-CORTEZ, ALEXANDRIA NY · House DEM |
$56,042 | 22 |
| AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) C00358663 |
$17,461 | 3 |
Top buyers last 18 months · top 4
| Filer | Total spend | Disbursements |
|---|---|---|
| OCASIO-CORTEZ, ALEXANDRIA NY · House DEM |
$86,574 | 34 |
| TEXAS LEADS PAC 00083815 |
$49,287 | 21 |
| AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) C00358663 |
$28,087 | 5 |
| BECERRA, XAVIER CA · House DEM |
$1,054 | 1 |
Top buyers last 24 months · top 4
| Filer | Total spend | Disbursements |
|---|---|---|
| TEXAS LEADS PAC 00083815 |
$137,936 | 47 |
| OCASIO-CORTEZ, ALEXANDRIA NY · House DEM |
$112,099 | 45 |
| AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) C00358663 |
$38,700 | 7 |
| BECERRA, XAVIER CA · House DEM |
$3,153 | 3 |
By party
Revenue by party
| Party | Amount | % |
|---|---|---|
| Democratic | $354,042 | 44.46% |
| Republican | $0 | 0.00% |
| Non-partisan | $442,292 | 55.54% |
Part III Reference tables
Full all-time and cycle-to-date data.
Cycle-over-cycle trajectory
current cycle earlier election cycle off-cycle year quarterly · 10 years
| Year | Q | Cycle | Total | Txns | Top buyer · share | Top category · share | Cum. (cycle) | YoY % |
|---|---|---|---|---|---|---|---|---|
| 2017 | Q1 | 2018 | $634 | 1 | SCHIFF, ADAM 100% | Fundraising 100% | $634 | — |
| 2017 | Q2 | 2018 | $2K | 2 | BECERRA, XAVIER 59% | Fundraising 100% | $2K | — |
| 2017 | Q3 | 2018 | $951 | 1 | BECERRA, XAVIER 100% | Fundraising 100% | $3K | — |
| 2018 | Q2 | 2018 | $965 | 1 | BECERRA, XAVIER 100% | Fundraising 100% | $4K | — |
| 2018 | Q3 | 2018 | $946 | 1 | BECERRA, XAVIER 100% | Fundraising 100% | $5K | — |
| 2018 | Q4 | 2018 | $951 | 1 | BECERRA, XAVIER 100% | Fundraising 100% | $6K | — |
| 2019 | Q1 | 2020 | $952 | 1 | BECERRA, XAVIER 100% | Fundraising 100% | $952 | +50% |
| 2019 | Q2 | 2020 | $983 | 1 | BECERRA, XAVIER 100% | Fundraising 100% | $2K | -38% |
| 2019 | Q3 | 2020 | $3K | 2 | AMERICAN RESORT DEVELOPMENT… 61% | Admin & Office 61% | $5K | +175% |
| 2019 | Q4 | 2020 | $1K | 1 | AMERICAN RESORT DEVELOPMENT… 100% | Admin & Office 100% | $6K | — |
| 2020 | Q1 | 2020 | $3K | 1 | AMERICAN RESORT DEVELOPMENT… 100% | Admin & Office 100% | $8K | — |
| 2020 | Q2 | 2020 | $4K | 2 | AMERICAN RESORT DEVELOPMENT… 77% | Admin & Office 77% | $13K | +363% |
| 2020 | Q3 | 2020 | $5K | 2 | AMERICAN RESORT DEVELOPMENT… 77% | Admin & Office 77% | $17K | +394% |
| 2020 | Q4 | 2020 | $29K | 9 | OCASIO-CORTEZ, ALEXANDRIA 84% | Wages & Payroll 84% | $47K | +2996% |
| 2021 | Q1 | 2022 | $11K | 7 | OCASIO-CORTEZ, ALEXANDRIA 55% | Wages & Payroll 55% | $11K | +1089% |
| 2021 | Q2 | 2022 | $12K | 7 | OCASIO-CORTEZ, ALEXANDRIA 66% | Wages & Payroll 66% | $24K | +1142% |
| 2021 | Q3 | 2022 | $11K | 6 | OCASIO-CORTEZ, ALEXANDRIA 60% | Wages & Payroll 60% | $35K | +323% |
| 2021 | Q4 | 2022 | $18K | 8 | OCASIO-CORTEZ, ALEXANDRIA 76% | Wages & Payroll 76% | $53K | +1619% |
| 2022 | Q1 | 2022 | $25K | 7 | OCASIO-CORTEZ, ALEXANDRIA 82% | Wages & Payroll 82% | $77K | +857% |
| 2022 | Q2 | 2022 | $21K | 7 | OCASIO-CORTEZ, ALEXANDRIA 72% | Wages & Payroll 72% | $98K | +376% |
| 2022 | Q3 | 2022 | $24K | 8 | OCASIO-CORTEZ, ALEXANDRIA 77% | Wages & Payroll 77% | $122K | +406% |
| 2022 | Q4 | 2022 | $25K | 8 | OCASIO-CORTEZ, ALEXANDRIA 79% | Wages & Payroll 79% | $147K | -16% |
| 2023 | Q1 | 2024 | $20K | 9 | OCASIO-CORTEZ, ALEXANDRIA 73% | Wages & Payroll 73% | $20K | +75% |
| 2023 | Q2 | 2024 | $17K | 9 | OCASIO-CORTEZ, ALEXANDRIA 67% | Wages & Payroll 67% | $37K | +39% |
| 2023 | Q3 | 2022 | $6K | 3 | TEXAS LEADS PAC 100% | Contributions & Trans… 100% | $152K | — |
| 2023 | Q3 | 2024 | $16K | 9 | OCASIO-CORTEZ, ALEXANDRIA 64% | Wages & Payroll 64% | $53K | +42% |
| 2023 | Q4 | 2022 | $67K | 18 | TEXAS LEADS PAC 100% | Other / Unclassified 81% | $220K | — |
| 2023 | Q4 | 2024 | $13K | 8 | OCASIO-CORTEZ, ALEXANDRIA 56% | Wages & Payroll 56% | $65K | -29% |
| 2024 | Q1 | 2024 | $57K | 14 | TEXAS LEADS PAC 51% | Other / Unclassified 46% | $123K | +134% |
| 2024 | Q2 | 2024 | $59K | 16 | TEXAS LEADS PAC 55% | Wages & Payroll 35% | $182K | +178% |
| 2024 | Q3 | 2024 | $61K | 19 | TEXAS LEADS PAC 68% | Contributions & Trans… 49% | $243K | +159% |
| 2024 | Q4 | 2024 | $72K | 29 | TEXAS LEADS PAC 76% | Other / Unclassified 42% | $315K | +194% |
| 2025 | Q1 | 2024 | $28K | 9 | TEXAS LEADS PAC 100% | Contributions & Trans… 75% | $343K | — |
| 2025 | Q1 | 2026 | $23K | 9 | OCASIO-CORTEZ, ALEXANDRIA 72% | Wages & Payroll 72% | $23K | +15% |
| 2025 | Q2 | 2026 | $21K | 7 | OCASIO-CORTEZ, ALEXANDRIA 75% | Wages & Payroll 75% | $44K | +25% |
| 2025 | Q3 | 2026 | $23K | 8 | OCASIO-CORTEZ, ALEXANDRIA 75% | Wages & Payroll 75% | $67K | +43% |
| 2025 | Q4 | 2026 | $25K | 7 | OCASIO-CORTEZ, ALEXANDRIA 77% | Wages & Payroll 77% | $92K | +101% |
| 2026 | Q1 | 2026 | $24K | 9 | OCASIO-CORTEZ, ALEXANDRIA 75% | Wages & Payroll 75% | $116K | -59% |
Revenue by service category
No category revenue in this window.
| Category | Total spend | Txns | Avg check | % of total | Top buyer · share | Last paid |
|---|---|---|---|---|---|---|
| Wages & Payroll | $330,000 | 138 | $2K | 41.4% | OCASIO-CORTEZ, ALEXANDRIA 100% | 2mo ago |
| Fundraising | $145,011 | 66 | $2K | 18.2% | AMERICAN RESORT DEVELOPMENT… 58% | 4mo ago |
| Other / Unclassified | $130,780 | 50 | $3K | 16.4% | TEXAS LEADS PAC 100% | 15mo ago |
| Contributions & Transfers | $127,129 | 21 | $6K | 16.0% | TEXAS LEADS PAC 84% | 15mo ago |
| Admin & Office | $63,414 | 14 | $5K | 8.0% | AMERICAN RESORT DEVELOPMENT… 54% | 4y ago |
Client retention
Sticky-relationship signal: how many clients keep coming back across cycles vs one-time buyers.
| Client | Cycles | All-time spend | Txns | First paid | Last paid |
|---|---|---|---|---|---|
| OCASIO-CORTEZ, ALEXANDRIA | 4 | $328,760 | 139 | 2020-10-13 | 2026-03-20 |
| AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) | 4 | $117,905 | 27 | 2019-07-31 | 2026-01-31 |
| FRIENDS OF SUSAN COMBS DISSOLVED | 3 | $44,545 | 16 | 2010-05-07 | 2014-10-16 |
| BECERRA, XAVIER | 5 | $24,008 | 24 | 2017-04-30 | 2025-01-31 |
Geographic concentration
Where this vendor's clients are based — federal committees by state, plus implicit jurisdiction for CA and TX state filers.
| State | Total spend | % of revenue | Clients | |
|---|---|---|---|---|
| NY | $328,760 | 41.3% | 1 | |
| TX | $324,140 | 40.7% | 4 | |
| DC | $143,187 | 18.0% | 3 | |
| CA | $247 | 0.0% | 2 |
Notable disbursements
5 largest all-time · 5 largest in the current cycle · 5 most recent. Each row earns its place.
| Reason | Date | Filer | Category | Purpose | Amount |
|---|---|---|---|---|---|
| Largest all-time | 2024-02-15 | TEXAS LEADS PAC | Other / Unclassified | Purchase of T Rowe Price Capital Appreciation Fund | $25,000 |
| Largest all-time | 2005-04-21 | PARSONS III JAMES N HONORABLE | Contributions & Transfers | Transfered funds to open judicial account | $20,000 |
| Largest all-time | 2023-12-18 | TEXAS LEADS PAC | Other / Unclassified | Purchase AQR Style Premia Fund | $12,919 |
| Largest all-time | 2023-10-10 | TEXAS LEADS PAC | Other / Unclassified | Purchase JPMorgan Equity Premium Income ETF | $10,734 |
| Largest all-time | 2025-02-27 | TEXAS LEADS PAC | Contributions & Transfers | Purchase of Purchase of Blackstone Private Credit Fund Class I | $10,481 |
| Largest this cycle | 2025-10-03 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $7,474 |
| Largest this cycle | 2026-01-05 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $7,427 |
| Largest this cycle | 2025-01-08 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $7,327 |
| Largest this cycle | 2025-04-09 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $6,913 |
| Largest this cycle | 2025-10-31 | AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) | Fundraising | BANK FEE | $5,912 |
| Recent | 2026-02-13 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $2,102 |
| Recent | 2026-03-20 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $2,102 |
| Recent | 2026-03-02 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $2,102 |
| Recent | 2026-02-05 | OCASIO-CORTEZ, ALEXANDRIA | Wages & Payroll | 401K CONTRIBUTIONS | $2,022 |
| Recent | 2026-02-10 | OCASIO-CORTEZ, ALEXANDRIA | Fundraising | ADMIN FEE | $5 |