{"filings":[{"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}],"next_cursor":null}