Schwab History
Team Alma Mater
Financial Terms
Movies
Sports
100
This company founder started his career by publishing an investment newsletter called Investment Indicator before launching his brokerage firm.
Charles (Chuck) Schwab
100
Where did our fearless leader Stephen Isaacs go to college?
Texas A&M
100
This investment vehicle pools money from many investors and is professionally managed according to a stated objective.
Mutual Fund
100
"To infinity and beyond!" is the famous catchphrase from this animated movie franchise.
Toy Story
100
This annual college basketball tournament is famous for Cinderella stories and busted brackets.
March Madness
200
Unlike many traditional brokerage firms of the era, Schwab paid employees primarily this way instead of compensating them through stock trade commissions.
Salaries (rather than commissions)
200
Where did Daniela Lopez go to College? (Daniela cannot answer for obvious reasons)
UT Arlington
200
The process of restoring a portfolio to its target asset allocation after market movements is called this.
Rebalancing
200
What Movie is this from?
50 First Dates
200
This Olympic star won eight gold medals at the 2008 Beijing Olympics.
Michael Phelps
300
In 1983, Schwab sold the company to this major bank, only to buy it back three years later.
Bank of America
300
Where did Zach Gregory go to College?
University of Colorado Boulder
300
This statistic measures how closely two investments move in relation to one another and ranges from -1 to +1
Correlation
300
Who is this?
Mrs. Frizzle
300
This quarterback has won a Super Bowl with two different franchises and is the only QB to defeat Tom Brady in two Super Bowls.
Eli Manning
400
Schwab's founder earned both his BA in Economics and MBA from this university
Stanford University
400
Where did Kevin Sutcliffe go to college?
Taylor University
400
The percentage rate used to determine required minimum distributions from retirement accounts is based on this IRS-issued table.
Uniform Lifetime Table
400
What does this character say in this scene?
No, I am your father.
400
This Cubs first baseman won the 2016 NL MVP award.
Kris Bryant
500
Before becoming Charles Schwab & Co., the company operated under this original name.
First Commander Corporation
500
Where did Monty Craig go to college?
Western University
500
This trust strategy is commonly used by wealthy families to transfer future appreciation to heirs with minimal gift tax consequences and is often discussed when interest rates are low.
Grantor Retained Annuity Trust (GRAT)
500
(Harry Potter)What is Dobby given to be freed? (Sarah cannot answer)
A sock (clothes)
500
What is Cams best score through 18 holes ever? (within 3 stokes and the point counts)
79