---
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"
generated_at: "2026-05-23T12:30:48.754041+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Schwab Q1 record revenue $5.6B (+18% YoY); GAAP EPS $.99, adjusted $1.04; core net new assets $137.7B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000316709-25-000019
- JSON: https://secwatch.observer/filing/0000316709-25-000019.json
- Plain text: https://secwatch.observer/filing/0000316709-25-000019.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.