CHARLES SCHWAB

$796K 2025-2026 cycle

CHARLES SCHWAB is a political services vendor. In the 2025-2026 cycle CHARLES SCHWAB was paid $796K across 10 client committees.

○ Slowing (~3mo since last)

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.

Apr 2025 Mar 2026
$93K across 12 months
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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.

VIEW 1 DIAGRAM DECORATIVE

Top buyers last 3 months · top 1

OCASIO-CORTEZ, ALEXANDRIA $2K Wages & Payroll · 1 txn CS CHARLES SCHWAB
VIEW 2 TABLE EXPORTABLE
Filer Total spend Disbursements
OCASIO-CORTEZ, ALEXANDRIA
NY · House DEM
$2,102 1
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 6 months · top 2

OCASIO-CORTEZ, ALEXANDRIA $22K Wages & Payroll · 9 txns AMERICAN RESORT DEVELOPMENT ASSOCIATI… $6K Fundraising · 1 txn CS CHARLES SCHWAB
VIEW 2 TABLE EXPORTABLE
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
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 12 months · top 2

OCASIO-CORTEZ, ALEXANDRIA $56K Wages & Payroll · 22 txns AMERICAN RESORT DEVELOPMENT ASSOCIATI… $17K Fundraising · 3 txns CS CHARLES SCHWAB
VIEW 2 TABLE EXPORTABLE
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
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 18 months · top 4

OCASIO-CORTEZ, ALEXANDRIA $87K Wages & Payroll · 34 txns TEXAS LEADS PAC $49K Other / Unclassified · 21 txns AMERICAN RESORT DEVELOPMENT ASSOCIATI… $28K Fundraising · 5 txns BECERRA, XAVIER $1K Fundraising · 1 txn CS CHARLES SCHWAB
VIEW 2 TABLE EXPORTABLE
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
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 24 months · top 4

TEXAS LEADS PAC $138K Contributions & Transfers · 47 txns OCASIO-CORTEZ, ALEXANDRIA $112K Wages & Payroll · 45 txns AMERICAN RESORT DEVELOPMENT ASSOCIATI… $39K Fundraising · 7 txns BECERRA, XAVIER $3K Fundraising · 3 txns CS CHARLES SCHWAB
VIEW 2 TABLE EXPORTABLE
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

100% D
D · 100%
R · 0%
PartyAmount%
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.

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Cycle-over-cycle trajectory

2017201820192020202120222023202420252026 Q1 2017 (2018 cycle): $634Q2 2017 (2018 cycle): $2KQ3 2017 (2018 cycle): $951Q2 2018 (2018 cycle): $965Q3 2018 (2018 cycle): $946Q4 2018 (2018 cycle): $951Q1 2019 (2020 cycle): $952Q2 2019 (2020 cycle): $983Q3 2019 (2020 cycle): $3KQ4 2019 (2020 cycle): $1KQ1 2020 (2020 cycle): $3KQ2 2020 (2020 cycle): $4KQ3 2020 (2020 cycle): $5KQ4 2020 (2020 cycle): $29KQ1 2021 (2022 cycle): $11KQ2 2021 (2022 cycle): $12KQ3 2021 (2022 cycle): $11KQ4 2021 (2022 cycle): $18KQ1 2022 (2022 cycle): $25KQ2 2022 (2022 cycle): $21KQ3 2022 (2022 cycle): $24KQ4 2022 (2022 cycle): $25KQ1 2023 (2024 cycle): $20KQ2 2023 (2024 cycle): $17KQ3 2023 (2022 cycle): $6KQ3 2023 (2024 cycle): $16KQ4 2023 (2022 cycle): $67KQ4 2023 (2024 cycle): $13KQ1 2024 (2024 cycle): $57KQ2 2024 (2024 cycle): $59KQ3 2024 (2024 cycle): $61KQ4 2024 (2024 cycle): $72KQ1 2025 (2024 cycle): $28KQ1 2025 (2026 cycle): $23KQ2 2025 (2026 cycle): $21KQ3 2025 (2026 cycle): $23KQ4 2025 (2026 cycle): $25KQ1 2026 (2026 cycle): $24K Q1Q3Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q4Q1Q3Q1Q2Q4Q1 $72K

current cycle earlier election cycle off-cycle year quarterly · 10 years

Per-quarter totals
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%
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Revenue by service category

No category revenue in this window.

Revenue by service category

last 3 months · hover bars for cycle context
Wages & Payroll — cycle-to-date Total: $330K across 138 disbursements (avg $2K/check) Top buyer: OCASIO-CORTEZ, ALEXANDRIA (100% of category) Last paid: 2mo ago · +197% vs prior cycle Wages & Payroll $2K

Revenue by service category

last 6 months · hover bars for cycle context
Wages & Payroll — cycle-to-date Total: $330K across 138 disbursements (avg $2K/check) Top buyer: OCASIO-CORTEZ, ALEXANDRIA (100% of category) Last paid: 2mo ago · +197% vs prior cycle Wages & Payroll $22K Fundraising — cycle-to-date Total: $145K across 66 disbursements (avg $2K/check) Top buyer: AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) (58% of category) Last paid: 4mo ago · +124% vs prior cycle Fundraising $6K

Revenue by service category

last 12 months · hover bars for cycle context
Wages & Payroll — cycle-to-date Total: $330K across 138 disbursements (avg $2K/check) Top buyer: OCASIO-CORTEZ, ALEXANDRIA (100% of category) Last paid: 2mo ago · +197% vs prior cycle Wages & Payroll $56K Fundraising — cycle-to-date Total: $145K across 66 disbursements (avg $2K/check) Top buyer: AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) (58% of category) Last paid: 4mo ago · +124% vs prior cycle Fundraising $18K

Revenue by service category

last 18 months · hover bars for cycle context
Wages & Payroll — cycle-to-date Total: $330K across 138 disbursements (avg $2K/check) Top buyer: OCASIO-CORTEZ, ALEXANDRIA (100% of category) Last paid: 2mo ago · +197% vs prior cycle Wages & Payroll $86K Fundraising — cycle-to-date Total: $145K across 66 disbursements (avg $2K/check) Top buyer: AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) (58% of category) Last paid: 4mo ago · +124% vs prior cycle Fundraising $33K Contributions & Transfers — cycle-to-date Total: $127K across 21 disbursements (avg $6K/check) Top buyer: TEXAS LEADS PAC (84% of category) Last paid: 15mo ago · +39% vs prior cycle Contributions & Transfers $21K

Revenue by service category

last 24 months · hover bars for cycle context
Wages & Payroll — cycle-to-date Total: $330K across 138 disbursements (avg $2K/check) Top buyer: OCASIO-CORTEZ, ALEXANDRIA (100% of category) Last paid: 2mo ago · +197% vs prior cycle Wages & Payroll $113K Contributions & Transfers — cycle-to-date Total: $127K across 21 disbursements (avg $6K/check) Top buyer: TEXAS LEADS PAC (84% of category) Last paid: 15mo ago · +39% vs prior cycle Contributions & Transfers $81K Fundraising — cycle-to-date Total: $145K across 66 disbursements (avg $2K/check) Top buyer: AMERICAN RESORT DEVELOPMENT ASSOCIATION RESORT OWNERS COALITION PAC (ARDA-ROC PAC) (58% of category) Last paid: 4mo ago · +124% vs prior cycle Fundraising $53K
Per-category breakdown · cycle-to-date
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
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Client retention

Sticky-relationship signal: how many clients keep coming back across cycles vs one-time buyers.

4
Anchor clients 3+ cycles
$515,218 · 65% of revenue
1
Repeat clients 2 cycles
$259,575 · 33% of revenue
5
One-time clients 1 cycle
$21,541 · 3% of revenue
Top 4 anchor clients · all-time
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
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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
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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
See all 289 disbursements →