{"filings":[{"id":1775636,"accession_number":"0000316709-26-000027","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-07-21T20:16:35+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q2 record revenue $7.1B (+21% YoY); GAAP EPS $1.54, adj. $1.62","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net revenues of $7.07B, up 21% YoY; GAAP net income $2.8B, EPS $1.54.","Adjusted EPS $1.62 (+42% YoY); adjusted net income $2.93B; pre-tax margin 54.3%.","Core net new assets $119.8B (+49% YoY); June record $62.7B; 1.4M new brokerage accounts.","Daily average trades record 11.9M (+57% YoY); managed investing net flows +53% YoY.","Launched Schwab Crypto for Bitcoin/Ethereum trading; introduced AI-powered Portfolio Insights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1335036,"accession_number":"0001193125-26-288640","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-06-29T20:53:48+00:00","items":["8.01","9.01"],"status":"ready","headline":"Charles Schwab issues $1B of 4.603% senior notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1,000,000,000 aggregate principal; 4.603% Fixed-to-Floating Rate Senior Notes due 2029.","Net proceeds approximately $995.5 million after underwriting discounts and expenses.","Underwriters: Citigroup Global Markets Inc. and Goldman Sachs & Co. LLC.","Notes issued under Senior Indenture dated Nov 14, 2025, with BNY Mellon as trustee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":780039,"accession_number":"0001193125-26-251689","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-06-01T21:00:25+00:00","items":["5.03","9.01"],"status":"ready","headline":"Charles Schwab files Certificate of Elimination for Series I Preferred Stock","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed on June 1, 2026 to eliminate the 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I.","Effective upon filing, all matters set forth in the Certificate of Designations for Series I were removed from the charter.","The elimination appears to be a capital structure cleanup with no financial impact disclosed.","No associated press release; only the Certificate of Elimination (Exhibit 3.1) was filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":610363,"accession_number":"0001193125-26-237020","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-05-22T20:30:19+00:00","items":["5.07"],"status":"ready","headline":"Charles Schwab annual meeting: board declassification proposal fails","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All four director nominees elected; Marianne C. Brown received 1.41B for, 29.4M against.","Ratification of Deloitte & Touche as independent auditor approved: 1.43B for, 94.1M against.","Advisory vote on executive compensation passed: 1.33B for, 103.0M against.","Proposal to declassify board failed (needed 80% of outstanding shares); 1.32B for, 114.9M against not enough."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":583077,"accession_number":"0001193125-26-234609","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-05-21T20:38:54+00:00","items":["8.01","9.01"],"status":"ready","headline":"Schwab issues $2.25B in senior notes; $1B 4.744% notes due 2030 and $1.25B 5.493% notes due 2037","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B of 4.744% Fixed-to-Floating Senior Notes due 2030 and $1.25B of 5.493% Fixed-to-Floating Senior Notes due 2037.","Net proceeds of approximately $2.236B after underwriting discounts and offering expenses.","Offering made via prospectus supplement dated May 18, 2026 under existing shelf registration; underwriting agreement with BofA, Citigroup, Goldman Sachs, J.P. Morgan, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97943,"accession_number":"0001193125-26-170805","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Schwab issues 1.5M depositary shares of 6.1% Series L preferred stock, netting ~$1.48B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued 1,500,000 depositary shares each representing 1/100th of a share of 6.100% fixed-rate reset non-cumulative perpetual preferred stock, Series L.","Net proceeds of approximately $1.48 billion after underwriting discounts and estimated expenses.","Preferred stock has liquidation preference of $100,000 per share ($1,000 per depositary share).","Underwriters include Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley, TD Securities, and Wells Fargo.","Dividend restrictions on common and junior preferred stock apply if Series L dividends are not declared and paid."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97942,"accession_number":"0000316709-26-000016","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab reports record Q1 revenue $6.5B, EPS $1.37 GAAP, $1.43 adjusted, up 38% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues of $6.482B (+16% YoY); GAAP EPS $1.37, adjusted EPS $1.43 (both up 38% YoY).","Core net new assets $140B in Q1; 1.3M new brokerage accounts; total client assets $11.77T (+19% YoY).","Managed Investing net flows up 46% YoY; bank loans $60.9B (+29% YoY); margin loans $126.7B (+13% vs YE25).","Daily average trading volume record 9.9M (+34% YoY); repurchased $2.4B of stock in Q1; dividend increased 19%.","Closed Forge Global acquisition in March; ranked #1 Overall Broker by StockBrokers.com."],"consensus_eps_estimate":null,"consensus_eps_actual":1.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":6482000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113155,"accession_number":"0001193125-26-084374","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Schwab completes acquisition of Forge Global for $45 per share in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition closed March 2, 2026; Forge shareholders received $45 cash per share.","Forge provides access to pre-IPO private markets via direct purchases and funds.","Deal unanimously approved by both boards; integration work has begun.","Schwab will expand Forge's products to individual investors and RIAs over time.","Rick Wurster cites opportunity for wealth creation and diversification in private markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113154,"accession_number":"0001193125-26-029376","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Schwab announces executive transitions; bank CEO and auditor to retire July 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul Woolway, CEO of Charles Schwab Bank, retires July 1, 2026; Tyler Woulfe named successor.","Mitch Mantua, General Auditor, retires July 1, 2026; Jessica Bramhall appointed as new General Auditor.","Neesha Hathi to lead new Wealth Advisory and Banking Services, adding Schwab Bank oversight.","Dennis Howard appointed Chief Technology, Operations and Data Officer, expanding from CIO role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113153,"accession_number":"0000316709-26-000004","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2026-01-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab reports record Q4 revenue $6.3B, adjusted EPS $1.39 (+38% YoY); FY25 net income up 49%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $1.33, adjusted $1.39; net revenues record $6.336B (+19% YoY).","FY25 net revenues $23.9B (+22% YoY), net income $8.85B (+49% YoY).","4Q core net new assets record $163.9B; FY25 total $519.4B (+42% YoY).","Managed Investing net inflows +50% YoY; client assets record $11.9T (+18% YoY).","Announced acquisition of Forge Global; expects close H1 2026; Q4 share repurchases $2.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":4.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":23921000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129551,"accession_number":"0001193125-25-283263","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Schwab issues $2B in senior notes; $1B at 4.343% due 2031, $1B at 4.914% due 2036","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B of 4.343% Fixed-to-Floating Senior Notes due 2031.","Issued $1B of 4.914% Fixed-to-Floating Senior Notes due 2036.","Net proceeds of approximately $1.986B after underwriting discounts and expenses.","Notes issued under Senior Indenture with Bank of New York Mellon as trustee.","Underwriting agreement with BofA, Citigroup, Goldman Sachs, JPMorgan, Morgan Stanley, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129550,"accession_number":"0001193125-25-268187","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Schwab to acquire Forge Global for ~$660M, expanding private market access","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Schwab acquires all Forge common shares at $45 cash per share, total value ~$660M.","Transaction approved by both boards; expected close H1 2026, subject to stockholder and regulatory approvals.","Forge's platform has facilitated $17B+ in private share trading; Schwab has 46M accounts and $11.6T in client assets.","Forge's largest stockholders Motive Capital and Deutsche Börse have committed to support the deal.","Acquisition aims to provide retail and advisor clients direct access to private securities, building on recent platform launches."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.82,"calibrated_materiality_score":0.82,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129549,"accession_number":"0000316709-25-000046","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q3 record revenue $6.1B, adj EPS $1.31 up 70% YoY; net new assets $137.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $2.4B ($1.26 EPS); adjusted net income $2.5B ($1.31 EPS), up 70% YoY.","Net revenues rose 27% YoY to $6.1B; pre-tax profit margin 49.2% GAAP, 51.3% adjusted.","Core net new assets $137.5B, up 44% YoY; total client assets record $11.59T (+17% YoY).","Repurchased 28.9M shares for $2.7B in Q3; YTD capital return $8.5B across all forms.","Client sweep cash grew $13.5B QoQ; bank supplemental funding reduced $12.9B to $14.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":3.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":17585000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146121,"accession_number":"0000316709-25-000033","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-07-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q2 2025: record EPS $1.08, revenue $5.85B (+25% YoY), client assets $10.76T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $2.1B, diluted EPS $1.08; adjusted EPS $1.14, up 56% YoY.","Core net new assets $80.3B (+31% YoY); 1.1 million new brokerage accounts opened.","Total client assets hit record $10.76 trillion, up 14% YoY.","Returned ~$2.8B excess capital: $2.5B preferred equity redemption + $350M common stock buyback.","Bank supplemental funding reduced by $10.4B to $27.7B; sweep cash $412.1B at quarter-end."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":11450000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164436,"accession_number":"0001193125-25-133404","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Charles Schwab eliminates Series G Preferred Stock via Certificate of Elimination","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Filed Certificate of Elimination with Delaware Secretary of State for 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G.","Effective June 2, 2025; removes Series G from Fifth Restated Certificate of Incorporation.","No details on number of shares or liquidation preference provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164435,"accession_number":"0001193125-25-125853","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Schwab shareholders elect all director nominees and approve board declassification proposal at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All four director nominees elected: Charles R. Schwab received 1.42B for votes, highest among nominees.","Ratification of Deloitte as independent auditor approved with 1.47B for votes (94.0% of votes cast).","Advisory vote on named executive officer compensation passed with 1.28B for votes (85.5% of votes cast).","Stockholder proposal to declassify board and elect directors annually approved with 1.26B for votes (84.0% of votes cast).","Broker non-votes of 71M shares on all director and advisory matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164434,"accession_number":"0000316709-25-000019","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-04-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q1 record revenue $5.6B (+18% YoY); GAAP EPS $.99, adjusted $1.04; core net new assets $137.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues of $5.599B, up 18% YoY; GAAP net income $1.909B (+40%), GAAP EPS $.99 (+46%).","Adjusted net income $2.008B, adjusted EPS $1.04 (+41%); pre-tax profit margin 43.8% GAAP, 46.2% adjusted.","Core net new assets of $137.7B for the quarter (44% YoY increase, 5.5% annualized growth); total client assets $9.93T.","Quarterly common dividend raised 8%; $1.5B in common shares repurchased during Q1.","Bank supplemental funding reduced to $38.1B at quarter-end, down 46% vs. 1Q24; margin balances flat at $83.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":5599000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164433,"accession_number":"0001193125-25-070439","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Todd M. Ricketts to retire from Charles Schwab Board effective Oct 7, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Todd M. Ricketts notified the Board on March 31, 2025 of his plan to retire.","Retirement effective October 7, 2025; no replacement named as of filing date.","Ricketts has served on the Board; reasons cited are personal retirement plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182192,"accession_number":"0001193125-25-025166","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["1.01","1.02","5.02","8.01","9.01"],"status":"ready","headline":"Schwab completes $13.1B secondary offering; TD exits, two directors resign","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["TD Group US Holdings sold 165.4M shares at $79.25/share for $13.1B total; Schwab received no proceeds.","Schwab repurchased $1.5B of its nonvoting common stock directly from TD in a private transaction at $79.25 less underwriting discount.","TD disposed of all its shares (previously 10.1% economic stake); TD stockholder agreement terminated.","Directors Brian M. Levitt and Bharat B. Masrani resigned from Schwab's board effective Feb 12, 2025 as TD ownership fell below 5%.","Offering led by TD Securities and Goldman Sachs; Piper Sandler acted as financial advisor to Schwab."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182191,"accession_number":"0001193125-25-023158","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Schwab launches secondary offering as TD exits 10.1% stake; $1.5B repurchase planned","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["TD Group US Holdings LLC offers 184.7M shares (10.1% economic stake) in public secondary offering.","Schwab agrees to repurchase $1.5B of nonvoting common stock from TD at public offering price less discount.","Pro forma Tier 1 Leverage Ratio estimated at 9.5% (from 9.9%); Adjusted Tier 1 Leverage at 6.5% (from 6.8%).","January preliminary metrics: core net new assets ~$30B (+75% YoY); 430k new accounts; 7.3M daily trades.","Client sweep cash ~$400B; bank supplemental funding reduced ~$4B to ~$46B outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182190,"accession_number":"0000316709-25-000005","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q4 earnings: adj EPS $1.01 (+49% YoY), revenue $5.3B (+20%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $0.94, adj EPS $1.01; net income $1.84B (+76% YoY), adj net income $1.974B (+44%).","Net revenues $5.33B (+20% YoY); pre-tax margin GAAP 43.3%, adj 46.6%.","Core net new assets $114.8B in Q4, $366.9B for 2024 (+20% vs 2023); total client assets $10.10T (+19%).","Managed Investing Solutions full-year net inflows record $55B; new brokerage accounts +23% YoY to 1.1M.","Bank supplemental funding reduced to $49.9B, down ~50% from peak; margin balances $83.8B (+15% seq)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":19606000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198826,"accession_number":"0000316709-24-000066","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab reports Q3 2024 net income of $1.4B, EPS $0.71, record client assets $9.92T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues grew 5% year-over-year to $4.8B in Q3 2024.","Core net new assets totaled $95.3B in Q3, year-to-date $252.1B up 10% vs 2023.","Total client assets reached a record $9.92 trillion, up 27% year-over-year.","Adjusted pre-tax profit margin was 41.2% for Q3 2024.","Bank supplemental funding reduced by $8.9B sequentially in Q3 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":14277000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198825,"accession_number":"0001193125-24-229532","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Schwab CEO Walt Bettinger to retire Dec 31, 2024; President Rick Wurster named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bettinger steps down as CEO effective Dec 31, 2024, becomes Executive Co-Chairman alongside founder Charles Schwab.","Rick Wurster, President since 2021, appointed CEO and board member effective Jan 1, 2025.","Wurster's 2025 compensation: $1.25M base salary, 325% target cash incentive, $12.6875M long-term incentive.","Bettinger's tenure: client assets grew from $1.14T to $9.74T; market cap from ~$18B to ~$119B.","Stock price rose from ~$16 (end-2008) to ~$65, a 400% increase; accounts grew from 9.3M to 43.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214864,"accession_number":"0001193125-24-184831","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Schwab names Michael Verdeschi as CFO effective October 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Verdeschi appointed Managing Director and CFO, succeeding Peter B. Crawford, effective Oct 1, 2024.","Verdeschi previously served as Deputy CFO since May 2024; spent 30+ years at Citigroup, most recently as Treasurer.","Compensation includes base salary of $900,000, target bonus of 250% of salary, and 2025 equity target of $4.35 million.","Received initial equity grant of 59,849 RSUs in June 2024, vesting ratably over four years.","No family relationships or reportable transactions under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214863,"accession_number":"0000316709-24-000056","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-07-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab reports record $9.4T client assets; core net new assets up 17% to $61.2B in Q2","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.33B, diluted EPS $0.66 GAAP; adjusted EPS $0.73 (down 3% YoY).","Total client assets record $9.41T (+17% YoY); core net new assets $61.2B (+17%).","Net revenues $4.69B (+1% YoY); adjusted pre-tax margin 41.0%.","Record asset management fees $1.4B; managed investing net flows $25B YTD (+56%).","Accrued $43M for industry-wide regulatory review of off-channel communications."],"consensus_eps_estimate":null,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":9430000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234033,"accession_number":"0001193125-24-149155","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"All 5 Schwab director nominees elected, shareholder proposals rejected at 2024 Annual Meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Each director nominee received >1.3B votes for; top vote-getter C. Ruffel had 1.45B for.","Deloitte ratified as independent auditor: 1.46B for, 91.3M against, 0.76M abstain.","Advisory vote on NEO compensation approved: 1.35B for, 137M against.","Three stockholder proposals (exec comp changes, discrimination oversight, pay equity) all defeated by large margins."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234032,"accession_number":"0001193125-24-140547","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Schwab announces CFO retirement, COO shift to bank chair; Verdeschi joins as deputy CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Peter Crawford to retire after 22 years; Mike Verdeschi to join May 20 as Deputy CFO, expected to succeed as CFO.","COO Joe Martinetto to step down June 28, 2024, to become Executive Chairperson of Schwab Banks; role not replaced.","Bernie Clark to transition from Head of Advisor Services to advisory role effective June 28; Jon Beatty to succeed him.","Tom Bradley named Chief Client Officer for Advisor Services, reporting to Beatty."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234031,"accession_number":"0000316709-24-000041","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-04-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q1 GAAP EPS $0.68, adjusted $0.74; core net new assets $96B; record client assets $9.1T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $4.74B, down 7% YoY but up 6% sequentially; GAAP net income $1.36B ($0.68 EPS); adjusted net income $1.47B ($0.74 EPS).","Core net new assets $96B in 1Q24, including $45B in March; total client assets record $9.1T, up 20% YoY.","GAAP pre-tax margin 37.9%; adjusted 40.9%, expanding ~500 bps from 4Q23.","Asset management and administration fees record $1.3B, up 21% YoY.","Supplemental funding decreased $8.8B to $70.8B; net interest margin 2.02%, up 13 bps sequentially."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":4740000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251989,"accession_number":"0000316709-24-000011","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2024-01-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q4 net income falls 47% to $1.0B; revenue down 19% to $4.46B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income of $1.045B ($0.51 diluted EPS) vs $1.968B ($0.97) a year ago; adjusted EPS $0.68.","Full-year 2023 net income $5.067B, down 29% from $7.183B; adjusted net income $6.159B.","Net revenues Q4 $4.459B, down 19% YoY; full-year revenues $18.837B, down 9%.","Core net new assets in Q4 exceeded $40B (6% annualized growth); total client assets record $8.5T, up 21%.","Pre-tax profit margin fell to 26.8% (GAAP) from 47.3% in Q4 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":2.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":18837000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269522,"accession_number":"0001193125-23-279820","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-11-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Schwab issues $1.3B 6.196% Fixed-to-Floating Senior Notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.3B aggregate principal of 6.196% Fixed-to-Floating Rate Senior Notes due 2029.","Net proceeds approximately $1.2886B after underwriting discounts and offering expenses.","Notes issued under Senior Indenture with BNY Mellon as trustee, supplemented by Twenty-Fourth Supplemental Indenture.","Underwriting syndicate includes BofA, Citigroup, Goldman Sachs, JPMorgan, Morgan Stanley, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269521,"accession_number":"0000316709-23-000047","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-10-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab reports Q3 2023: GAAP EPS $0.56 (down 43%), revenues $4.6B (down 16%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $1.125B (down 44% YoY); adjusted net income $1.518B (down 31%).","Total net revenues $4.606B down 16% from $5.5B in Q3 2022.","Pre-tax profit margin GAAP 30.0% vs 48.7% a year ago.","Core net new assets in September exceeded $27 billion; bank sweep deposits grew.","Successfully completed largest brokerage conversion event in history."],"consensus_eps_estimate":null,"consensus_eps_actual":2.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":14378000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286501,"accession_number":"0001193125-23-220182","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-08-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Charles Schwab issues $2.35B in senior notes: 6.136% fixed-to-floating due 2034 and 5.875% due 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.35B of 6.136% Fixed-to-Floating Senior Notes due 2034 and $1B of 5.875% Senior Notes due 2026.","Net proceeds of approximately $2.33B after underwriting discounts and estimated offering expenses.","Underwriting syndicate includes BofA, Citigroup, Goldman Sachs, JPMorgan, Morgan Stanley, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286500,"accession_number":"0000316709-23-000040","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-08-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Schwab plans at least $500M annual cost savings from headcount and real estate cuts","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Expects incremental annual run-rate cost savings of at least $500M through headcount, professional services, and real estate reduction.","Anticipates exit and related costs of $400M to $500M, mostly in H2 2023 for employee compensation and in 2023-2024 for real estate.","Actions are in addition to TD Ameritrade integration synergies; plans include closing or downsizing certain corporate offices.","Management cites post-integration streamlining as driver; forward-looking statements subject to risks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286499,"accession_number":"0000316709-23-000033","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-07-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q2 net income $1.3B (-28% YoY); GAAP EPS $0.64, adjusted $0.75; total client assets >$8T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $4.656B (-9% YoY); GAAP net income $1.294B (-28%); diluted GAAP EPS $0.64 (-26%).","Adjusted net income $1.494B (-25%); adjusted diluted EPS $0.75 (-23%); adjusted pre-tax margin 42.0%.","Total client assets exceeded $8 trillion; GAAP pre-tax margin 36.3% vs 44.6% a year ago.","Return on average common equity 17% annualized; return on tangible common equity 62% annualized."],"consensus_eps_estimate":null,"consensus_eps_actual":1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":9772000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306407,"accession_number":"0001193125-23-150444","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Charles Schwab annual meeting: directors elected, say-on-pay approved, shareholder proposals rejected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 4 director nominees elected; Frank Herringer received 1.19B for, 276.7M against (highest opposition).","Ratification of Deloitte & Touche as FY2023 auditor approved with 1.47B for, 77.2M against.","Say-on-pay approved; company will hold annual advisory votes through 2029 per stockholder preference.","Two stockholder proposals (pay equity disclosure and discrimination risk oversight) each failed to pass.","Broker non-votes were 65.2M for director elections and most proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306406,"accession_number":"0001193125-23-149469","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Charles Schwab issues $2.5B in senior notes: $1.2B at 5.643% due 2029, $1.3B at 5.853% due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1,200M of 5.643% Fixed-to-Floating Rate Senior Notes due 2029 and $1,300M of 5.853% Fixed-to-Floating Rate Senior Notes due 2034.","Net proceeds ~$2,478.1M after underwriting discounts and estimated offering expenses.","Underwriting agreement with BofA Securities, Citigroup, Credit Suisse, Goldman Sachs, J.P. Morgan, Wells Fargo.","Notes issued under Senior Indenture with The Bank of New York Mellon Trust Company as trustee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306405,"accession_number":"0001193125-23-136479","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-05-05T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Schwab extends TD Bank sweep agreement to 2034; new deposit balance floors $60B after 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Extended Insured Deposit Account Agreement with TD Bank to July 1, 2034 (three-year extension from 2019).","Through Sep 10, 2025: floor = outstanding FROA balances; cap = floor + $30B. After Sep 10, 2025: floor $60B, cap $90B.","Schwab may terminate up to $5B of FROA balances early; 80% FROA designation requirement eliminated.","Fee structure unchanged; aggregate monthly fee remains same.","TD Bank (owner >5% of Schwab common stock) is counterparty; CFO commentary on cash allocation available on Schwab site."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306404,"accession_number":"0000316709-23-000022","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-04-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab Q1 net income $1.6B (+14%); diluted EPS $0.83 GAAP, $0.93 adj.","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.6B, up 14% YoY; diluted EPS $0.83 GAAP, up 24%.","Net revenues $5.116B, up 10% YoY.","GAAP pre-tax margin 41.2%; adjusted 45.8%.","Organic asset growth exceeded 7%; annualized RoTCE 83%.","Adjusted EPS $0.93, up 21% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":5116000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306403,"accession_number":"0001193125-23-094136","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-04-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Schwab posts industry commentary from founder and CEO; no specific financial details","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Commentary from Founder/Co-chairman and CEO/Co-chairman posted on company website.","No financial results, guidance, or material events disclosed in the filing.","Filing is a Regulation FD disclosure of industry perspectives only.","No exhibits with financial data or operational metrics attached."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325547,"accession_number":"0001193125-23-020319","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Charles Schwab amends bylaws to enhance meeting flexibility and director nominee requirements","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved amendment and restatement of Bylaws, effective Jan 26, 2023.","Provides flexibility to cancel, postpone, or reschedule stockholder meetings under Delaware law.","Requires stockholder soliciting proxies to use a proxy card color other than white (reserved for Board).","Adds Section 2.12 requiring nominees to consent to serve, complete questionnaires, and comply with governance policies.","Conforms to recent DGCL amendments on adjournment, proxy voting, and committee authority."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325546,"accession_number":"0000316709-23-000004","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2023-01-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab reports record full-year EPS of $3.50 ($3.90 adjusted); revenue up 12% to $20.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year net income rose 23% to a record $7.2B; GAAP diluted EPS $3.50, adjusted $3.90.","Q4 net income $2.0B, up 25% YoY; diluted EPS $0.97 ($1.07 adjusted), beating prior year.","Gathered $428B in core net new assets in 2022; added over 4 million new brokerage accounts.","Net revenues for Q4 $5.5B (+17% YoY); full-year $20.8B, driven by higher asset management fees.","Pre-tax profit margin improved to 45.2% GAAP (50.0% adjusted) for the full year."],"consensus_eps_estimate":null,"consensus_eps_actual":3.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":20762000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343288,"accession_number":"0000316709-22-000049","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-12-02T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Schwab eliminates Series E Preferred Stock via Certificate of Elimination","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Filed Certificate of Elimination with Delaware Secretary of State on Dec 1, 2022.","Eliminates 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E.","All matters in the Certificate of Designations for Series E removed from charter.","No financial details or reason provided in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343287,"accession_number":"0000316709-22-000041","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Charles Schwab eliminates Fixed-to-Floating Rate Preferred Stock, Series A","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed Certificate of Elimination with Delaware Secretary of State on Nov 1, 2022.","All matters set forth in the Certificate of Designations for Series A Preferred Stock removed from charter.","No financial impact or further details provided in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343286,"accession_number":"0001193125-22-271662","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-10-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Charles Schwab appoints Carolyn 'Carrie' Schwab-Pomerantz to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 17 to 18 directors; Schwab-Pomerantz elected effective Oct 26, 2022.","She is daughter of founder Chuck Schwab, 39-year employee, currently Managing Director of Consumer Education.","2021 total compensation ~$915k including 3,451 RSUs; no extra board pay while management.","Will serve on Risk Committee; term expires at 2023 annual meeting.","Plans to retire from executive role and foundation chair by mid-2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343285,"accession_number":"0000316709-22-000036","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-10-18T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Schwab issues CFO commentary on client cash activity; details not in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Commentary focused on client cash activity posted on company's investor relations website.","No financial figures or specific data provided within the 8-K filing itself.","Commentary is furnished under Regulation FD and not incorporated by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343284,"accession_number":"0000316709-22-000032","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-10-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Schwab reports record Q3: revenue $5.5B (+20% YoY), net income $2.0B (+32%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record GAAP EPS of $0.99; adjusted EPS $1.10 (+31% YoY).","Core net new assets of $115B, a 7% annualized growth rate.","Net revenues $5.5B, up 20% YoY; net income $2.0B, up 32%.","Pre-tax profit margin 48.7% GAAP (53.3% adjusted); return on tangible common equity 74%.","Nine-month net revenues $15.3B, net income $5.2B, both up double-digits YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":2.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":15265000000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359836,"accession_number":"0001193125-22-211282","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Schwab repurchases ~15M nonvoting shares from TD for up to $1B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchase of 15,030,813 shares of nonvoting common stock from TD Luxembourg for aggregate price not exceeding $1B.","Concurrently, TD Luxembourg sold 13,369,187 common shares via Rule 144 block trade on August 1, 2022.","Repurchase price per share equals the lowest price from TD's block trade sale.","Transaction closed on August 3, 2022 with payment in immediately available funds.","Repurchase agreement dated July 31, 2022 conditioned on execution of the Rule 144 sale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359835,"accession_number":"0001193125-22-204244","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"Schwab CEO Walt Bettinger appointed Co-Chairman alongside founder Charles Schwab","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Walt Bettinger appointed Co-Chairman of Schwab board, sharing leadership with founder Charles Schwab.","Bettinger also becomes Co-Chairman of banking subsidiaries: Charles Schwab Bank, Premier Bank, Trust Bank.","Bylaws amended to allow multiple Chairmen; effectiveness for banking subsidiaries subject to Texas regulator approval.","Bettinger has been CEO since 2008, joined Schwab in 1995 via acquisition of his company.","The move reflects long-term succession plan and continuity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359834,"accession_number":"0000316709-22-000025","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-07-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Charles Schwab Q2 net revenues rise 13% to $5.09B; GAAP EPS $0.87, adjusted $0.97","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $5.09B (+13% YoY); GAAP net income record $1.79B (+42% YoY); diluted EPS $0.87 ($0.59 prior year).","Adjusted net income $1.98B (+34%); adjusted EPS $0.97 ($0.70 prior year); adjusted pre-tax margin 49.5%.","Six-month net revenues $9.77B (+6% YoY); net income $3.20B (+16%); diluted EPS $1.54.","Q2 included $94M acquisition integration costs and $154M amortization of acquired intangibles.","Prior year Q2 included $200M charge for settled regulatory matter."],"consensus_eps_estimate":null,"consensus_eps_actual":1.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":9765000000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":378696,"accession_number":"0001193125-22-154097","cik":316709,"company_name":"SCHWAB CHARLES CORP","ticker":"SCHW","form_type":"8-K","filed_at":"2022-05-18T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Schwab stockholders approve 2022 Stock Incentive Plan; board declassification fails","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2022 Stock Incentive Plan approved with 1.56B votes for, 51.9M against.","Proposal to declassify board failed (1.43B for, 182M against; required 80% outstanding).","All 6 director nominees elected; vote tallies provided for each.","Board proposal for proxy access approved; stockholder proxy access and lobbying disclosure proposals rejected.","Deloitte & Touche ratified as auditor for 2022; advisory vote on executive compensation approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":148887392528.9059,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-05-18T23:59:59+00:00|378696"}