{"schema_version":"secwatch.filing_event.v1","accession":"0000316709-26-000016","form_type":"8-K","ticker":"SCHW","cik":"0000316709","company_name":"SCHWAB CHARLES CORP","filed_at":"2026-04-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.554817+00:00","generated_at":"2026-05-15T05:57:13.416616+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Schwab reports record Q1 revenue $6.5B, EPS $1.37 GAAP, $1.43 adjusted, up 38% YoY","bullets":["Net revenues of $6.482B (+16% YoY); GAAP EPS $1.37, adjusted EPS $1.43 (both up 38% YoY).","Core net new assets $140B in Q1; 1.3M new brokerage accounts; total client assets $11.77T (+19% YoY).","Managed Investing net flows up 46% YoY; bank loans $60.9B (+29% YoY); margin loans $126.7B (+13% vs YE25).","Daily average trading volume record 9.9M (+34% YoY); repurchased $2.4B of stock in Q1; dividend increased 19%.","Closed Forge Global acquisition in March; ranked #1 Overall Broker by StockBrokers.com."],"urls":{"canonical":"https://secwatch.observer/filing/0000316709-26-000016","json":"https://secwatch.observer/filing/0000316709-26-000016.json","markdown":"https://secwatch.observer/filing/0000316709-26-000016.md","text":"https://secwatch.observer/filing/0000316709-26-000016.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/0000316709-26-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/schw-20260416.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T05:57:13.416616+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":[{"claim_id":"056ee54ac07db81153ea5f25ed17c165a428a6c7","claim":"SCHWAB CHARLES CORP reported the quarter ended March 31, 2026 results: revenue $6,482 million, net income $2,479 million, EPS $1.37.","evidence_excerpt":"GROWTH & ENGAGEMENT DRIVE RECORD SCHWAB 1Q RESULTS March Core Net New Assets Equal $79.7 Billion, Second Highest Month Ever Robust Engagement Drove 1Q Net Revenues to a Record $6.5 Billion, Up 16% Year-Over-Year Record GAAP Earnings Per Share of $1.37; $1.43 Adjusted (1) – up 38% versus 1Q25 WESTLAKE, Texas, April 16, 2026 – The Charles Schwab Corporation reported","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/0000316709-26-000016-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$6,482 million"},{"label":"Net income","value":"$2,479 million"},{"label":"EPS","value":"$1.37"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}