{"schema_version":"secwatch.filing_event.v1","accession":"0000316709-24-000041","form_type":"8-K","ticker":"SCHW","cik":"0000316709","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-04-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:21.532008+00:00","generated_at":"2026-06-03T23:10:52.544984+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Schwab Q1 GAAP EPS $0.68, adjusted $0.74; core net new assets $96B; record client assets $9.1T","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000316709-24-000041","json":"https://secwatch.observer/filing/0000316709-24-000041.json","markdown":"https://secwatch.observer/filing/0000316709-24-000041.md","text":"https://secwatch.observer/filing/0000316709-24-000041.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/316709/000031670924000041/0000316709-24-000041-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/316709/000031670924000041/schw-20240415.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T23:10:52.544984+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"9784a45b4b60d2b833de38e4ffbfe761e7d7ae8c","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%. Net income for the quarter totaled $1.4 billion, or $.68 diluted earnings per common share.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/316709/000031670924000041/0000316709-24-000041-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2024"},{"label":"Revenue","value":"$4.7 billion"},{"label":"Net income","value":"$1.4 billion, or $.68 diluted earnings per common share"},{"label":"EPS","value":"$.68 diluted earnings per common share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}