secwatch.observer — SEC 8-K summary
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Issuer:     SCHWAB CHARLES CORP (SCHW)
CIK:        0000316709
Form:       8-K
Filed at:   2026-01-29T23:59:59+00:00
Accession:  0001193125-26-029376
Event type: leadership
Sentiment:  neutral
Materiality: 0.60
Item codes: 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Schwab announces executive transitions; bank CEO and auditor to retire July 1, 2026
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- Paul Woolway, CEO of Charles Schwab Bank, retires July 1, 2026; Tyler Woulfe named successor.
- Mitch Mantua, General Auditor, retires July 1, 2026; Jessica Bramhall appointed as new General Auditor.
- Neesha Hathi to lead new Wealth Advisory and Banking Services, adding Schwab Bank oversight.
- Dennis Howard appointed Chief Technology, Operations and Data Officer, expanding from CIO role.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/316709/000119312526029376/0001193125-26-029376-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/316709/000119312526029376/d57309d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-029376

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