---
schema_version: "secwatch.filing_event.v1"
accession: "0000316709-26-000004"
form_type: "8-K"
ticker: "SCHW"
cik: "0000316709"
company_name: "SCHWAB CHARLES CORP"
filed_at: "2026-01-21T23:59:59+00:00"
generated_at: "2026-05-16T09:22:40.433521+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Schwab reports record Q4 revenue $6.3B, adjusted EPS $1.39 (+38% YoY); FY25 net income up 49%

## Summary
- Q4 GAAP EPS $1.33, adjusted $1.39; net revenues record $6.336B (+19% YoY).
- FY25 net revenues $23.9B (+22% YoY), net income $8.85B (+49% YoY).
- 4Q core net new assets record $163.9B; FY25 total $519.4B (+42% YoY).
- Managed Investing net inflows +50% YoY; client assets record $11.9T (+18% YoY).
- Announced acquisition of Forge Global; expects close H1 2026; Q4 share repurchases $2.7B.

## SEC filing metadata
- accession: 0000316709-26-000004
- form_type: 8-K
- ticker: SCHW
- cik: 0000316709
- company_name: SCHWAB CHARLES CORP
- filed_at: 2026-01-21T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/316709/000031670926000004/0000316709-26-000004-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/316709/000031670926000004/schw-20260121.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000316709-26-000004
- JSON: https://secwatch.observer/filing/0000316709-26-000004.json
- Plain text: https://secwatch.observer/filing/0000316709-26-000004.txt

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