Charles Schwab return to office policy4 days a week.

What the policy says.

• The remote day is not fixed; employees pick it with their manager, who can adjust schedules for client service.
• Eligible employees may take up to four fully remote weeks a year in full-week blocks with manager approval; new hires qualify after six months.
• Branch, licensed/registered and some operations roles need more office time; weekend and overnight roles may differ.
• Under the 2023 rule, managing directors, people leaders and new hires were already in Mon-Thu, and top executives five days.
• In 2023, fully remote exceptions were capped at 12% of MDs/people leaders and 18% of individual contributors; about 20% of employees were fully remote in March 2024.

How Charles Schwab's policy changed since 2020.

1. March 2020

   Company-wide work from home

2. May 2021

   Planned phased return: voluntary in July, most staff in October 2021

3. August 2021

   Return delayed to no sooner than January 2022 (Delta)

4. April 2022

   Phased hybrid return, about two office days a week

5. June 15, 2023

   Memo: at least three office days from Oct 1, 2023; leaders and new hires four; executives five

6. October 1, 2023

   Three-day minimum takes effect

7. March 2, 2026

   Most employees move to four days on site, one flexible remote day

Sources and how sure we are.

1. 1.Hybrid Flexibility: Work From Home & Office | Schwab Jobs Charles Schwab
2. 2.Citing concern for its 'uniquely rich culture,' Charles Schwab Corp. is curbing remote work, according to an internal memo RIABiz, June 16, 2023
3. 3.Only a Matter of Time? Fund Pros Fear 'Return-to-Office Creep' Ignites (Financial Times company), March 18, 2024
4. 4.Schwab boosts pay, pushes return-to-office plans to 2022 InvestmentNews, August 20, 2021
5. 5.Search for home-office balance continues InvestmentNews, March 21, 2022
6. 6.Schwab to Close, Downsize Offices in 10 Cities ThinkAdvisor, July 14, 2023

Days a week are for most US corporate employees; some teams, roles and countries differ. Spot something out of date? Email hello@forgot.dev.

Other finance employers, side by side.

• Fidelity Investments5 days a week, since September 20265
• Goldman Sachs5 days a week, since June 20215
• JPMorgan Chase5 days a week, since March 20255
• PNC5 days a week, since May 20265
• Truist5 days a week, since January 20265
• BlackRock4 days a week, since September 20234
• BNY4 days a week, since September 20254
• State Street4 days a week, since November 20234

Working to an office rule? Plan the days that matter.

The hybrid work schedule template builds a week of office days for your team: anchor days everyone shares, the rest spread so the office never overflows. Then Forgot keeps office days, remote days and vacations on one calendar, so nobody commutes in for a planning day half the team is away for.