{"schema_version":"secwatch.filing_event.v1","accession":"0000316709-25-000019","form_type":"8-K","ticker":"SCHW","cik":"0000316709","company_name":"SCHWAB CHARLES CORP","filed_at":"2025-04-17T23:59:59+00:00","discovered_at":"2026-05-14T18:02:50.925059+00:00","generated_at":"2026-05-23T12:30:48.754041+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Schwab Q1 record revenue $5.6B (+18% YoY); GAAP EPS $.99, adjusted $1.04; core net new assets $137.7B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000316709-25-000019","json":"https://secwatch.observer/filing/0000316709-25-000019.json","markdown":"https://secwatch.observer/filing/0000316709-25-000019.md","text":"https://secwatch.observer/filing/0000316709-25-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/316709/000031670925000019/0000316709-25-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/316709/000031670925000019/schw-20250417.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-23T12:30:48.754041+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"}