secwatch.observer — SEC 8-K summary
======================================

Issuer:     SCHWAB CHARLES CORP (SCHW)
CIK:        0000316709
Form:       8-K
Filed at:   2026-01-21T23:59:59+00:00
Accession:  0000316709-26-000004
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/316709/000031670926000004/0000316709-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/316709/000031670926000004/schw-20260121.htm
  HTML page:      https://secwatch.observer/filing/0000316709-26-000004

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer