---
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"
generated_at: "2026-05-15T05:57:13.416616+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Schwab reports record Q1 revenue $6.5B, EPS $1.37 GAAP, $1.43 adjusted, up 38% YoY

## Summary
- 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.

## SEC filing metadata
- 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
- 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/316709/000031670926000016/0000316709-26-000016-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/schw-20260416.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000316709-26-000016
- JSON: https://secwatch.observer/filing/0000316709-26-000016.json
- Plain text: https://secwatch.observer/filing/0000316709-26-000016.txt

## Key facts
- Earnings Releases
  SCHWAB CHARLES CORP reported the quarter ended March 31, 2026 results: revenue $6,482 million, net income $2,479 million, EPS $1.37.
  - Period: the quarter ended March 31, 2026
  - Revenue: $6,482 million
  - Net income: $2,479 million
  - EPS: $1.37
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/0000316709-26-000016-index.htm

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