secwatch.observer — SEC 8-K summary
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Issuer:     SCHWAB CHARLES CORP (SCHW)
CIK:        0000316709
Form:       8-K
Filed at:   2026-04-16T23:59:59+00:00
Accession:  0000316709-26-000016
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/0000316709-26-000016-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/schw-20260416.htm
  HTML page:      https://secwatch.observer/filing/0000316709-26-000016

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