{"schema_version":"secwatch.filing_event.v1","accession":"0000316709-24-000056","form_type":"8-K","ticker":"SCHW","cik":"0000316709","company_name":"SCHWAB CHARLES CORP","filed_at":"2024-07-16T23:59:59+00:00","discovered_at":"2026-05-14T18:03:15.482876+00:00","generated_at":"2026-05-31T20:35:27.989212+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Schwab reports record $9.4T client assets; core net new assets up 17% to $61.2B in Q2","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000316709-24-000056","json":"https://secwatch.observer/filing/0000316709-24-000056.json","markdown":"https://secwatch.observer/filing/0000316709-24-000056.md","text":"https://secwatch.observer/filing/0000316709-24-000056.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/316709/000031670924000056/0000316709-24-000056-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/316709/000031670924000056/schw-20240716.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T20:35:27.989212+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}