{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-04T14:25:04.824129+00:00","company":{"ticker":"SCHW","cik":316709,"company_name":"SCHWAB CHARLES CORP"},"pagination":{"limit":100,"returned":15,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"governance_change","fact_key":"96eff36f470a2c6d3c0721c6715324fda361b17b","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2026-06-01T21:00:25+00:00","payload":{"change_type":"charter_amendment","effective_date":"2026-06-01","item_codes_triggered":["5.03"],"summary_text":"Certificate of Elimination filed to remove all matters related to Series I Preferred Stock from the certificate of incorporation"},"claim":"SCHWAB CHARLES CORP: Certificate of Elimination filed to remove all matters related to Series I Preferred Stock from the certificate of incorporation (effective 2026-06-01).","evidence_excerpt":"On June 1, 2026, The Charles Schwab Corporation (the “Company”) filed a Certificate of Elimination with the Secretary of State of the State of Delaware with respect to the Company’s 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I (“Series I Preferred Stock”), which, effective upon filing, eliminated from the Company’s Fifth Restated Certificate of Incorporation, as amended, all matters set forth in the Certificate of Designations for the Series I Preferred Stock.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-251689","anchor_url":"https://secwatch.observer/filing/0001193125-26-251689#claim-96eff36f470a2c6d3c0721c6715324fda361b17b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312526251689/0001193125-26-251689-index.htm"},{"fact_type":"governance_change","fact_key":"45ea8c9f4686f65ae8f89f181578d6d3a84b144c","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2026-04-22T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2026-04-22","item_codes_triggered":["5.03"],"summary_text":"Filed Certificate of Designations establishing Series L Preferred Stock"},"claim":"SCHWAB CHARLES CORP: Filed Certificate of Designations establishing Series L Preferred Stock (effective 2026-04-22).","evidence_excerpt":"the Certificate of Designations became effective upon filing with the Secretary of State of the State of Delaware","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-170805","anchor_url":"https://secwatch.observer/filing/0001193125-26-170805#claim-45ea8c9f4686f65ae8f89f181578d6d3a84b144c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312526170805/0001193125-26-170805-index.htm"},{"fact_type":"earnings_release","fact_key":"056ee54ac07db81153ea5f25ed17c165a428a6c7","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2026-04-16T23:59:59+00:00","payload":{"eps_text":"$1.37","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$2,479 million","period_text":"the quarter ended March 31, 2026","report_date":"2026-04-16","result_type":"reported_results","revenue_text":"$6,482 million"},"claim":"SCHWAB CHARLES CORP reported the quarter ended March 31, 2026 results: revenue $6,482 million, net income $2,479 million, EPS $1.37.","evidence_excerpt":"GROWTH & ENGAGEMENT DRIVE RECORD SCHWAB 1Q RESULTS March Core Net New Assets Equal $79.7 Billion, Second Highest Month Ever Robust Engagement Drove 1Q Net Revenues to a Record $6.5 Billion, Up 16% Year-Over-Year Record GAAP Earnings Per Share of $1.37; $1.43 Adjusted (1) – up 38% versus 1Q25 WESTLAKE, Texas, April 16, 2026 – The Charles Schwab Corporation reported","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000316709-26-000016","anchor_url":"https://secwatch.observer/filing/0000316709-26-000016#claim-056ee54ac07db81153ea5f25ed17c165a428a6c7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/0000316709-26-000016-index.htm"},{"fact_type":"governance_change","fact_key":"63267abcc10dade776f62f15f807d3e30c4712a5","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2025-06-02T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2025-06-02","item_codes_triggered":["5.03"],"summary_text":"Eliminated all matters set forth in the Certificate of Designations for Series G Preferred Stock from the Fifth Restated Certificate of Incorporation"},"claim":"SCHWAB CHARLES CORP: Eliminated all matters set forth in the Certificate of Designations for Series G Preferred Stock from the Fifth Restated Certificate of Incorporation (effective 2025-06-02).","evidence_excerpt":"On June 2, 2025, The Charles Schwab Corporation (the “Company”) filed a Certificate of Elimination with the Secretary of State of the State of Delaware with respect to the Company’s 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G (Series G Preferred Stock), which, effective upon filing, eliminated from the Company’s Fifth Restated Certificate of Incorporation, as amended, all matters set forth in the Certificate of Designations for the Series G Preferred Stock.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-133404","anchor_url":"https://secwatch.observer/filing/0001193125-25-133404#claim-63267abcc10dade776f62f15f807d3e30c4712a5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312525133404/0001193125-25-133404-index.htm"},{"fact_type":"executive_change","fact_key":"a155780792","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2025-04-01T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2025-10-07","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Todd M. Ricketts retired as Director at SCHWAB CHARLES CORP.","evidence_excerpt":"On March 31, 2025, Todd M. Ricketts notified the Board of Directors (the “Board”) of The Charles Schwab Corporation of his intention to retire from the Board effective October 7, 2025.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001193125-25-070439","anchor_url":"https://secwatch.observer/filing/0001193125-25-070439#claim-a155780792","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312525070439/0001193125-25-070439-index.htm"},{"fact_type":"executive_change","fact_key":"64fa91d5ec","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2025-02-12T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2025-02-12","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Bharat B. Masrani resigned as Director at SCHWAB CHARLES CORP.","evidence_excerpt":"Pursuant to the terms of the TD stockholder agreement and the resignation letters, Mr. Levitt and Mr. Masrani resigned from the board of directors of the Company as of the effective date.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-25-025166","anchor_url":"https://secwatch.observer/filing/0001193125-25-025166#claim-64fa91d5ec","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312525025166/0001193125-25-025166-index.htm"},{"fact_type":"executive_change","fact_key":"e190cc5864","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2025-02-12T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2025-02-12","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Brian M. Levitt resigned as Director at SCHWAB CHARLES CORP.","evidence_excerpt":"Pursuant to the terms of the TD stockholder agreement and the resignation letters, Mr. Levitt and Mr. Masrani resigned from the board of directors of the Company as of the effective date.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-25-025166","anchor_url":"https://secwatch.observer/filing/0001193125-25-025166#claim-e190cc5864","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312525025166/0001193125-25-025166-index.htm"},{"fact_type":"executive_change","fact_key":"7698f5c5a4","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-10-01T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Richard A. Wurster was appointed as Director at SCHWAB CHARLES CORP.","evidence_excerpt":"Mr. Wurster was appointed as a member of the Board to fill such vacancy, effective as of the Transition Date, and will hold such office until the election of the class of directors whose term expires at the 2026 annual meeting of stockholders.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-229532","anchor_url":"https://secwatch.observer/filing/0001193125-24-229532#claim-7698f5c5a4","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312524229532/0001193125-24-229532-index.htm"},{"fact_type":"executive_change","fact_key":"be1d2459ed","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-10-01T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Chief Executive Officer","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"Richard A. Wurster was appointed as Chief Executive Officer at SCHWAB CHARLES CORP.","evidence_excerpt":"Also, on September 30, 2024, the Board appointed Richard A. Wurster to succeed Mr. Bettinger as CEO, effective as of January 1, 2025 (the “Transition Date”).","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-229532","anchor_url":"https://secwatch.observer/filing/0001193125-24-229532#claim-be1d2459ed","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312524229532/0001193125-24-229532-index.htm"},{"fact_type":"executive_change","fact_key":"cd2b9e1a68","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-10-01T23:59:59+00:00","payload":{"action":"retired","action_category":"role_change","departure_tone":"retirement","effective_date":"2025-01-01","interim":false,"role":"Executive Co-Chairman of the Board","role_category":"chair","successor_name":"Richard A. Wurster","successor_named":true},"claim":"Walter W. Bettinger II retired as Executive Co-Chairman of the Board at SCHWAB CHARLES CORP.","evidence_excerpt":"Following the Transition Date, Mr. Bettinger will cease to serve as the CEO but will continue to serve, along with Charles R. 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Crawford as the Company’s Managing Director and Chief Financial Officer, effective as of October 1, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-184831","anchor_url":"https://secwatch.observer/filing/0001193125-24-184831#claim-8d764d6ccf","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312524184831/0001193125-24-184831-index.htm"},{"fact_type":"executive_change","fact_key":"a09e65e655","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-07-25T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-10-01","interim":false,"role":"Managing Director and Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Michael Verdeschi was appointed as Managing Director and Chief Financial Officer at SCHWAB CHARLES CORP.","evidence_excerpt":"appointed Michael Verdeschi to succeed Peter B. Crawford as the Company’s Managing Director and Chief Financial Officer, effective as of October 1, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-184831","anchor_url":"https://secwatch.observer/filing/0001193125-24-184831#claim-a09e65e655","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312524184831/0001193125-24-184831-index.htm"},{"fact_type":"executive_change","fact_key":"ff98552edf","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-05-16T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"retirement","effective_date":null,"interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Peter B. Crawford resigned as Chief Financial Officer at SCHWAB CHARLES CORP.","evidence_excerpt":"Peter B. 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Martinetto notified The Charles Schwab Corporation (the “Company”) of his resignation from his position as Managing Director and Chief Operating Officer of the Company, effective as of June 28, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-24-140547","anchor_url":"https://secwatch.observer/filing/0001193125-24-140547#claim-b38be9cdb1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/316709/000119312524140547/0001193125-24-140547-index.htm"},{"fact_type":"earnings_release","fact_key":"9784a45b4b60d2b833de38e4ffbfe761e7d7ae8c","cik":316709,"ticker":"SCHW","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-04-15T23:59:59+00:00","payload":{"eps_text":"$.68 diluted earnings per common share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$1.4 billion, or $.68 diluted earnings per common share","period_text":"the quarter ended March 31, 2024","report_date":"2024-04-15","result_type":"reported_results","revenue_text":"$4.7 billion"},"claim":"SCHWAB CHARLES CORP reported the quarter ended March 31, 2024 results: revenue $4.7 billion, net income $1.4 billion, or $.68 diluted earnings per common share, EPS $.68 diluted earnings per common share.","evidence_excerpt":"The Charles Schwab Corporation reported first quarter 2024 net revenues of $4.7 billion, reflecting a quarter-over-quarter increase of 6%. 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