SCHW
$91.64+0.83%
as of close, Oct 21, 2026
☾ AH $91.64 +0.83%
SCHW SEC filings (2026)
CIK 316709 · Security Brokers, Dealers & Flotation Companies (SIC 6211) · incorporated in DE · fiscal year ends in December
3,823 filings on EDGAR since 1994 · 34 annual, 101 quarterly, 294 current · financial statements · earnings
Latest 10-K
Feb 25, 2026
fiscal year to Dec 31, 2025
Latest 10-Q
Aug 7, 2026
quarter to Jun 30, 2026
Latest 8-K
Oct 15, 2026
SCHWAB DELIVERS RECORD NET NEW ASSETS & EARNINGS
Last earnings release
Oct 15, 2026
$1.69 vs $1.66
Filings on file
3,823
since 1994, 2,791 insider forms
What happened, last 12 months#
Every earnings release with its print, every report with its quarter, the other 8-Ks by the headline of the press release they furnish or by their items, the proxy statements, and each day an insider bought or sold — newest first, each line opening the filing on EDGAR. The index by form and year follows.
October 2026
September 2026
August 2026
- Aug 28Insider saleBettinger Walter W (Co-Chairman · Director) sold 74,388 shares for $8.3M at $110.91
- Aug 28Insider saleHathi Neesha (MD, Head Wealth Adv, Bnk, Tst) sold 3,177 shares for $343K at $108.12 under a 10b5-1 plan
- Aug 26Insider saleSchwab-Pomerantz Carolyn (Director) sold 9,175 shares for $1.0M at $109.25
- Aug 24Insider saleBettinger Walter W (Co-Chairman · Director) sold 176,210 shares for $20.0M at $113.49
- Aug 24Insider saleSchwab Charles R. (Co-Chairman · Director) sold 117,000 shares for $13.2M at $113.20
- Aug 17Insider saleBeatty Jonathan S (MD, Head of Advisor Services) sold 1,000 shares for $111K at $111.33
- Aug 14Insider saleCraig Jonathan M. (MD, Head of Retail Investing) sold 21,866 shares for $2.4M at $111.03 under a 10b5-1 plan
- Aug 13Insider saleHoward Dennis (MD, Chief Tech, OPS & Data Off) sold 2,198 shares for $242K at $110.00 under a 10b5-1 plan
- Aug 12Insider saleSchwab Charles R. (Co-Chairman · Director) sold 46,410 shares for $5.0M at $108.18
- Aug 128-K8-K · Other events
- Aug 11Insider saleSchwab Charles R. (Co-Chairman · Director) sold 46,445 shares for $5.0M at $107.78
- Aug 10Insider saleMurtagh Nigel J (Chief Risk Officer) sold 24,778 shares for $2.7M at $109.01 under a 10b5-1 plan
- Aug 7ReportQuarterly report, Q2 2026 — revenue $7.07B (+21% y/y), net income $2.80B, EPS $1.54
- Aug 7Insider saleSNEED PAULA A (Director) sold 5,263 shares for $564K at $107.15
- Aug 6Insider saleMurtagh Nigel J (Chief Risk Officer) sold 1,897 shares for $207K at $109.00 under a 10b5-1 plan
- Aug 5Insider saleCraig Jonathan M. (MD, Head of Retail Investing) sold 21,750 shares for $2.3M at $107.02 under a 10b5-1 plan
- Aug 5Insider saleSchwab-Pomerantz Carolyn (Director) sold 18,561 shares for $2.0M at $107.70
- Aug 4Insider saleSchwab Charles R. (Co-Chairman · Director) sold 47,650 shares for $5.1M at $106.08
- Aug 4Insider saleSchwab-Pomerantz Carolyn (Director) sold 22,640 shares for $2.4M at $106.36
- Aug 3Insider saleSchwab Charles R. (Co-Chairman · Director) sold 95,250 shares for $10.1M at $105.52
July 2026
- Jul 29Insider saleSchwab Charles R. (Co-Chairman · Director) sold 95,450 shares for $10.1M at $105.82
- Jul 28Insider saleBettinger Walter W (Co-Chairman · Director) sold 93,408 shares for $9.8M at $103.86–$105.56
- Jul 28Insider saleSchwab Charles R. (Co-Chairman · Director) sold 48,000 shares for $5.1M at $105.60
- Jul 28Insider saleHoward Dennis (MD, Chief Tech, OPS & Data Off) sold 28,000 shares for $2.9M at $105.01 under a 10b5-1 plan
- Jul 28Insider saleSchwab-Pomerantz Carolyn (Director) sold 22,650 shares for $2.4M at $105.71
- Jul 27Insider saleBettinger Walter W (Co-Chairman · Director) sold 192,488 shares for $20.0M at $103.90
- Jul 27Insider saleMurtagh Nigel J (Chief Risk Officer) sold 32,947 shares for $3.4M at $104.00–$104.03 under a 10b5-1 plan
- Jul 24Insider saleSchwab Charles R. (Co-Chairman · Director) sold 45,500 shares for $4.6M at $101.72
- Jul 23Insider saleMorgan Peter J. III (General Counsel) sold 6,952 shares for $709K at $102.03
- Jul 21EarningsEarnings release — EPS $1.62 vs $1.53 est. (+5.9%); revenue $7.07B (+21% y/y) 2.5%
- Jul 21Insider saleMurtagh Nigel J (Chief Risk Officer) sold 4,053 shares for $422K at $104.14 under a 10b5-1 plan
- Jul 21Insider saleBeatty Jonathan S (MD, Head of Advisor Services) sold 2,000 shares for $208K at $104.21 under a 10b5-1 plan
- Jul 7Insider saleCraig Jonathan M. (MD, Head of Retail Investing) sold 21,750 shares for $2.2M at $102.01 under a 10b5-1 plan
- Jul 7Insider saleBeatty Jonathan S (MD, Head of Advisor Services) sold 2,000 shares for $204K at $102.01 under a 10b5-1 plan
- Jul 6Insider saleBeatty Jonathan S (MD, Head of Advisor Services) sold 2,000 shares for $200K at $100.01 under a 10b5-1 plan
- Jul 2Insider saleBeatty Jonathan S (MD, Head of Advisor Services) sold 2,000 shares for $194K at $97.03 under a 10b5-1 plan
June 2026
- Jun 298-K8-K · Other events
- Jun 18-K8-K · Charter, bylaws or fiscal-year change
May 2026
- May 28Insider buyWurster Richard A (President & CEO · Director) bought 21,959 shares for $1.8M at $84.23
- May 228-K8-K · Shareholder vote results
- May 218-K8-K · Other events
- May 19Insider saleSchwab Charles R. (Co-Chairman · Director) sold 27,500 shares for $2.5M at $92.22
- May 18Insider saleSchwab Charles R. (Co-Chairman · Director) sold 27,500 shares for $2.5M at $92.40
- May 13Insider saleSarin Arun (Director) sold 2,500 shares for $228K at $91.16
- May 8ReportQuarterly report, Q1 2026 — revenue $6.48B (+16% y/y), net income $2.48B, EPS $1.37
- May 6Insider saleSchwab Charles R. (Co-Chairman · Director) sold 109,300 shares for $10.1M at $92.01
- May 5Insider saleSchwab-Pomerantz Carolyn (Director) sold 9,910 shares for $915K at $92.29
- May 4Insider saleSchwab Charles R. (Co-Chairman · Director) sold 109,300 shares for $10.0M at $91.50
- May 1Insider saleSchwab Charles R. (Co-Chairman · Director) sold 55,000 shares for $5.1M at $91.86
April 2026
- Apr 30Insider saleSchwab Charles R. (Co-Chairman · Director) sold 50,000 shares for $4.6M at $91.81
- Apr 29Insider saleSchwab Charles R. (Co-Chairman · Director) sold 63,743 shares for $5.8M at $90.49
- Apr 28Insider saleHERRINGER FRANK C (Director) sold 2,520 shares for $228K at $90.60
- Apr 27Insider saleSchwab Charles R. (Co-Chairman · Director) sold 36,450 shares for $3.3M at $90.00
- Apr 23Insider saleSchwab Charles R. (Co-Chairman · Director) sold 36,450 shares for $3.3M at $90.50
- Apr 228-K8-K · Change to security holders' rights; Charter, bylaws or fiscal-year change; Other events
- Apr 17ProxyProxy · Additional proxy materials
- Apr 16EarningsEarnings release — EPS $1.43 vs $1.39 est. (+2.9%); revenue $6.48B (+16% y/y) 0.4%
- Apr 15Insider saleWoolway Paul V (MD, Chief Banking Officer) sold 7,941 shares for $794K at $100.00 under a 10b5-1 plan
- Apr 14Insider saleMurtagh Nigel J (Chief Risk Officer) sold 41,297 shares for $4.1M at $99.00 under a 10b5-1 plan
- Apr 14Insider saleCraig Jonathan M. (MD, Head of Retail Investing) sold 21,750 shares for $2.2M at $99.00 under a 10b5-1 plan
- Apr 14Insider saleWoolway Paul V (MD, Chief Banking Officer) sold 7,942 shares for $778K at $98.00 under a 10b5-1 plan
- Apr 6ProxyProxy · Annual report to shareholders
- Apr 6ProxyProxy · Additional proxy materials
- Apr 6ProxyProxy · Proxy statement
March 2026
- Mar 27ProxyProxy · Preliminary proxy statement
- Mar 3Insider saleCraig Jonathan M. (MD, Head of Investor Services) sold 14,481 shares for $1.4M at $94.42–$94.89 under a 10b5-1 plan
- Mar 3Insider saleHoward Dennis (MD, Chief Tech, OPS & Data Off) sold 10,108 shares for $956K at $94.43–$94.88 under a 10b5-1 plan
- Mar 3Insider saleMurtagh Nigel J (Chief Risk Officer) sold 7,203 shares for $681K at $94.43–$94.90 under a 10b5-1 plan
- Mar 3Insider saleWoolway Paul V (MD, Chief Banking Officer) sold 6,126 shares for $580K at $94.41–$94.89 under a 10b5-1 plan
- Mar 2Insider saleWoolway Paul V (MD, Chief Banking Officer) sold 15,884 shares for $1.5M at $94.23–$96.00 under a 10b5-1 plan
- Mar 28-K8-K · CHARLES SCHWAB COMPLETES ACQUISITION OF FORGE GLOBALRegulation FD disclosure
February 2026
- Feb 27Insider saleBeatty Jonathan S (MD, Head of Advisor Services) sold 2,030 shares for $193K at $95.30
- Feb 26Insider saleEllis Stephen A (Director) sold 10,725 shares for $1.0M at $96.57
- Feb 25ReportAnnual report, FY2025 — revenue $23.92B (+22% y/y), net income $8.85B, EPS $4.65
- Feb 25Insider saleHoward Dennis (MD, Chief Tech, OPS & Data Off) sold 27,903 shares for $2.7M at $95.02 under a 10b5-1 plan
- Feb 10Insider saleSchwab Charles R. (Co-Chairman · Director) sold 32,413 shares for $3.4M at $105.58
- Feb 9Insider saleSchwab Charles R. (Co-Chairman · Director) sold 126,200 shares for $13.4M at $106.55
- Feb 6Insider saleBettinger Walter W (Co-Chairman · Director) sold 67,514 shares for $7.0M at $104.25
- Feb 6Insider saleDODDS CHRISTOPHER V (Director) sold 11,825 shares for $1.2M at $104.55
- Feb 4Insider saleBettinger Walter W (Co-Chairman · Director) sold 94,948 shares for $9.9M at $104.25
- Feb 4Insider saleSchwab Charles R. (Co-Chairman · Director) sold 67,975 shares for $7.1M at $103.81
- Feb 3Insider saleBettinger Walter W (Co-Chairman · Director) sold 162,462 shares for $16.9M at $103.85–$104.24
- Feb 3Insider saleSchwab Charles R. (Co-Chairman · Director) sold 96,625 shares for $10.0M at $103.74
- Feb 2Insider saleMorgan Peter J. III (General Counsel) sold 7,595 shares for $793K at $104.38
January 2026
- Jan 29Insider saleSchwab Charles R. (Co-Chairman · Director) sold 145,650 shares for $15.0M at $103.16
- Jan 298-K8-K · CHARLES SCHWAB CORPORATION ANNOUNCES EXECUTIVE TRANSITIONSDirectors or officers; compensation; Regulation FD disclosure
- Jan 28Insider saleSchwab Charles R. (Co-Chairman · Director) sold 71,437 shares for $7.4M at $103.20–$103.22
- Jan 26Insider saleSchwab Charles R. (Co-Chairman · Director) sold 134,895 shares for $13.9M at $103.09
- Jan 22Insider saleSchwab-Pomerantz Carolyn (Director) sold 42,865 shares for $4.5M at $105.02–$105.25
- Jan 22Insider saleBeatty Jonathan S (MD, Head of Advisor Services) sold 2,000 shares for $210K at $105.00 under a 10b5-1 plan
- Jan 21EarningsEarnings release — EPS $1.39 vs $1.36 est. (+2.2%); revenue $6.34B (+19% y/y) 2.2%
November 2025
- Nov 148-K8-K · Other events
- Nov 7ReportQuarterly report, Q3 2025 — revenue $6.13B (+27% y/y), net income $2.36B, EPS $1.26
- Nov 68-K8-K · Regulation FD disclosure
Insider transactions#
What officers, directors and 10% holders reported on Forms 4 and 5 over the last 13 months, from the documents themselves: one insider’s trades of one kind on one day are one row, with the shares, the price range and the total as filed. Open-market buys and sells first; awards, exercises, tax withholding, gifts and employee-plan purchases are grouped below them.
Over the last 13 months insiders sold $320.4M in 73 sales and bought $1.8M in 1 purchase; 145 other transactions (awards, exercises, tax withholding, gifts and plan purchases).
| Date | Insider |
|---|---|
| Oct 1, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstSold · $489K · 5,000 sh · 10b5-1 |
| Sep 1, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstSold · $346K · 3,177 sh · 10b5-1 |
| Aug 28, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorSold · $8.3M · 74,388 sh |
| Aug 28, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstSold · $343K · 3,177 sh · 10b5-1 |
| Aug 26, 2026Form 4 | Schwab-Pomerantz CarolynDirectorSold · $1.0M · 9,175 sh |
| Aug 24, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorSold · $20.0M · 176,210 sh |
| Aug 24, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $13.2M · 117,000 sh |
| Aug 17, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesSold · $111K · 1,000 sh |
| Aug 14, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingSold · $2.4M · 21,866 sh · 10b5-1 |
| Aug 13, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffSold · $242K · 2,198 sh · 10b5-1 |
| Aug 12, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $5.0M · 46,410 sh |
| Aug 11, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $5.0M · 46,445 sh |
| Aug 10, 2026Form 4 | Murtagh Nigel JChief Risk OfficerSold · $2.7M · 24,778 sh · 10b5-1 |
| Aug 7, 2026Form 4 | SNEED PAULA ADirectorSold · $564K · 5,263 sh |
| Aug 6, 2026Form 4 | Murtagh Nigel JChief Risk OfficerSold · $207K · 1,897 sh · 10b5-1 |
| Aug 5, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingSold · $2.3M · 21,750 sh · 10b5-1 |
| Aug 5, 2026Form 4 | Schwab-Pomerantz CarolynDirectorSold · $2.0M · 18,561 sh |
| Aug 4, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $5.1M · 47,650 sh |
| Aug 4, 2026Form 4 | Schwab-Pomerantz CarolynDirectorSold · $2.4M · 22,640 sh |
| Aug 3, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $10.1M · 95,250 sh |
| Jul 29, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $10.1M · 95,450 sh |
| Jul 28, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorSold · $9.8M · 93,408 sh |
| Jul 28, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $5.1M · 48,000 sh |
| Jul 28, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffSold · $2.9M · 28,000 sh · 10b5-1 |
| Jul 28, 2026Form 4 | Schwab-Pomerantz CarolynDirectorSold · $2.4M · 22,650 sh |
| Jul 27, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorSold · $20.0M · 192,488 sh |
| Jul 27, 2026Form 4 | Murtagh Nigel JChief Risk OfficerSold · $3.4M · 32,947 sh · 10b5-1 |
| Jul 24, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $4.6M · 45,500 sh |
| Jul 23, 2026Form 4 | Morgan Peter J. IIIGeneral CounselSold · $709K · 6,952 sh |
| Jul 21, 2026Form 4 | Murtagh Nigel JChief Risk OfficerSold · $422K · 4,053 sh · 10b5-1 |
| Jul 21, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesSold · $208K · 2,000 sh · 10b5-1 |
| Jul 7, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingSold · $2.2M · 21,750 sh · 10b5-1 |
| Jul 7, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesSold · $204K · 2,000 sh · 10b5-1 |
| Jul 6, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesSold · $200K · 2,000 sh · 10b5-1 |
| Jul 2, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesSold · $194K · 2,000 sh · 10b5-1 |
| May 28, 2026Form 4 | Wurster Richard APresident & CEO · DirectorBought · $1.8M · 21,959 sh |
| May 19, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $2.5M · 27,500 sh |
| May 18, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $2.5M · 27,500 sh |
| May 13, 2026Form 4 | Sarin ArunDirectorSold · $228K · 2,500 sh |
| May 6, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $10.1M · 109,300 sh |
| May 5, 2026Form 4 | Schwab-Pomerantz CarolynDirectorSold · $915K · 9,910 sh |
| May 4, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $10.0M · 109,300 sh |
| May 1, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $5.1M · 55,000 sh |
| Apr 30, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $4.6M · 50,000 sh |
| Apr 29, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $5.8M · 63,743 sh |
| Apr 28, 2026Form 4 | HERRINGER FRANK CDirectorSold · $228K · 2,520 sh |
| Apr 27, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $3.3M · 36,450 sh |
| Apr 23, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $3.3M · 36,450 sh |
| Apr 15, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerSold · $794K · 7,941 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Murtagh Nigel JChief Risk OfficerSold · $4.1M · 41,297 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingSold · $2.2M · 21,750 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerSold · $778K · 7,942 sh · 10b5-1 |
| Mar 3, 2026Form 4 | Craig Jonathan M.MD, Head of Investor ServicesSold · $1.4M · 14,481 sh · 10b5-1 |
| Mar 3, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffSold · $956K · 10,108 sh · 10b5-1 |
| Mar 3, 2026Form 4 | Murtagh Nigel JChief Risk OfficerSold · $681K · 7,203 sh · 10b5-1 |
| Mar 3, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerSold · $580K · 6,126 sh · 10b5-1 |
| Mar 2, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerSold · $1.5M · 15,884 sh · 10b5-1 |
| Feb 27, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesSold · $193K · 2,030 sh |
| Feb 26, 2026Form 4 | Ellis Stephen ADirectorSold · $1.0M · 10,725 sh |
| Feb 25, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffSold · $2.7M · 27,903 sh · 10b5-1 |
| Feb 10, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $3.4M · 32,413 sh |
| Feb 9, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $13.4M · 126,200 sh |
| Feb 6, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorSold · $7.0M · 67,514 sh |
| Feb 6, 2026Form 4 | DODDS CHRISTOPHER VDirectorSold · $1.2M · 11,825 sh |
| Feb 4, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorSold · $9.9M · 94,948 sh |
| Feb 4, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $7.1M · 67,975 sh |
| Feb 3, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorSold · $16.9M · 162,462 sh |
| Feb 3, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $10.0M · 96,625 sh |
| Feb 2, 2026Form 4 | Morgan Peter J. IIIGeneral CounselSold · $793K · 7,595 sh |
| Jan 29, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $15.0M · 145,650 sh |
| Jan 28, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $7.4M · 71,437 sh |
| Jan 26, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorSold · $13.9M · 134,895 sh |
| Jan 22, 2026Form 4 | Schwab-Pomerantz CarolynDirectorSold · $4.5M · 42,865 sh |
| Jan 22, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesSold · $210K · 2,000 sh · 10b5-1 |
Awards, exercises, withholding and plan purchases · 145 transactions
| Date | Insider |
|---|---|
| Oct 1, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstExercise or conversion · $210K · 5,000 sh · 10b5-1 |
| Oct 1, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstExercise or conversion · Nonqualified Stock Option … · $0 · 5,000 sh · 10b5-1 |
| Oct 1, 2026Form 4 | Ruffel Charles A.DirectorAward · Nonqualified Stock Option … · $0 · 1,222 sh |
| Oct 1, 2026Form 4 | HERRINGER FRANK CDirectorAward · Restricted Stock Units · — · 445 sh |
| Oct 1, 2026Form 4 | Brown Marianne CatherineDirectorAward · Restricted Stock Units · — · 407 sh |
| Oct 1, 2026Form 4 | Ellis Stephen ADirectorAward · Restricted Stock Units · — · 369 sh |
| Sep 23, 2026Form 4 | Ellis Stephen ADirectorExercise or conversion · $60K · 1,918 sh |
| Sep 23, 2026Form 4 | Ellis Stephen ADirectorExercise or conversion · Nonqualified Stock Option … · $0 · 1,918 sh |
| Sep 1, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstExercise or conversion · $165K · 3,177 sh · 10b5-1 |
| Sep 1, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstExercise or conversion · Nonqualified Stock Option … · $0 · 3,177 sh · 10b5-1 |
| Aug 28, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · $3.5M · 74,388 sh |
| Aug 28, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstExercise or conversion · $165K · 3,177 sh · 10b5-1 |
| Aug 28, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 74,388 sh |
| Aug 28, 2026Form 4 | Hathi NeeshaMD, Head Wealth Adv, Bnk, TstExercise or conversion · Nonqualified Stock Option … · $0 · 3,177 sh · 10b5-1 |
| Aug 27, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 9,300 sh |
| Aug 24, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · $8.2M · 176,210 sh |
| Aug 24, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 176,210 sh |
| Aug 18, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 54,550 sh |
| Aug 17, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 45,500 sh |
| Aug 14, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · $1.0M · 21,866 sh · 10b5-1 |
| Aug 14, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · Nonqualified Stock Option … · $0 · 21,866 sh · 10b5-1 |
| Aug 10, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · $1.2M · 24,778 sh · 10b5-1 |
| Aug 10, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 24,778 sh · 10b5-1 |
| Aug 6, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · $89K · 1,897 sh · 10b5-1 |
| Aug 6, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 37,200 sh |
| Aug 6, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 1,897 sh · 10b5-1 |
| Aug 5, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · $1.0M · 21,750 sh · 10b5-1 |
| Aug 5, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · Nonqualified Stock Option … · $0 · 21,750 sh · 10b5-1 |
| Aug 1, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffTax withholding · $135K · 1,292 sh |
| Jul 28, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · $4.9M · 93,408 sh |
| Jul 28, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffExercise or conversion · $1.8M · 28,000 sh · 10b5-1 |
| Jul 28, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 93,408 sh |
| Jul 28, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 60,000 sh |
| Jul 28, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffExercise or conversion · Nonqualified Stock Option … · $0 · 28,000 sh · 10b5-1 |
| Jul 28, 2026Form 4 | Schwab-Pomerantz CarolynDirectorGift · $0 · 271 sh |
| Jul 27, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · $10.0M · 192,488 sh |
| Jul 27, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · $1.5M · 32,947 sh · 10b5-1 |
| Jul 27, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 192,488 sh |
| Jul 27, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 32,947 sh · 10b5-1 |
| Jul 21, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · $190K · 4,053 sh · 10b5-1 |
| Jul 21, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 4,053 sh · 10b5-1 |
| Jul 7, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · $1.0M · 21,750 sh · 10b5-1 |
| Jul 7, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · Nonqualified Stock Option … · $0 · 21,750 sh · 10b5-1 |
| Jul 1, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesTax withholding · $96K · 1,036 sh · 10b5-1 |
| Jul 1, 2026Form 4 | Ruffel Charles A.DirectorAward · Nonqualified Stock Option … · $0 · 1,280 sh |
| Jul 1, 2026Form 4 | HERRINGER FRANK CDirectorAward · Restricted Stock Units · — · 457 sh |
| Jul 1, 2026Form 4 | Brown Marianne CatherineDirectorAward · Restricted Stock Units · — · 418 sh |
| Jul 1, 2026Form 4 | Ellis Stephen ADirectorAward · Restricted Stock Units · — · 379 sh |
| Jun 23, 2026Form 4 | Ellis Stephen ADirectorExercise or conversion · $57K · 2,258 sh |
| Jun 23, 2026Form 4 | Ellis Stephen ADirectorExercise or conversion · Nonqualified Stock Option … · $0 · 2,258 sh |
| Jun 3, 2026Form 4 | Verdeschi Michael DCFOTax withholding · $570K · 6,519 sh |
| May 26, 2026Form 4 | HERRINGER FRANK CDirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | DODDS CHRISTOPHER VDirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | Sarin ArunDirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | SNEED PAULA ADirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | Ellis Stephen ADirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | ADAMS JOHN K JRDirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | Dea JoanDirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | Ruffel Charles A.DirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | Brown Marianne CatherineDirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | Schwab-Pomerantz CarolynDirectorAward · Nonqualified Stock Option … · $0 · 3,977 sh |
| May 26, 2026Form 4 | HERRINGER FRANK CDirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | DODDS CHRISTOPHER VDirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | Sarin ArunDirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | SNEED PAULA ADirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | Ellis Stephen ADirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | ADAMS JOHN K JRDirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | Dea JoanDirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | Ruffel Charles A.DirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | Brown Marianne CatherineDirectorAward · $0 · 1,602 sh |
| May 26, 2026Form 4 | Schwab-Pomerantz CarolynDirectorAward · $0 · 1,602 sh |
| May 22, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 210,000 sh |
| May 21, 2026Form 4 | Dea JoanDirectorGift · $0 · 835 sh |
| May 15, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 5,300 sh |
| May 13, 2026Form 4 | Sarin ArunDirectorExercise or conversion · $228K · 7,866 sh |
| May 13, 2026Form 4 | Sarin ArunDirectorExercise or conversion · $0 · 7,866 sh |
| May 5, 2026Form 4 | Schwab-Pomerantz CarolynDirectorExercise or conversion · $314K · 9,910 sh |
| May 5, 2026Form 4 | Schwab-Pomerantz CarolynDirectorExercise or conversion · Nonqualified Stock Option … · $0 · 9,910 sh |
| Apr 28, 2026Form 4 | HERRINGER FRANK CDirectorExercise or conversion · $228K · 7,866 sh |
| Apr 28, 2026Form 4 | HERRINGER FRANK CDirectorExercise or conversion · Nonqualified Stock Option … · $0 · 7,866 sh |
| Apr 15, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerExercise or conversion · $413K · 7,941 sh · 10b5-1 |
| Apr 15, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 7,941 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · $2.1M · 41,297 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · $1.0M · 21,750 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerExercise or conversion · $413K · 7,942 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Murtagh Nigel JChief Risk OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 41,297 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Craig Jonathan M.MD, Head of Retail InvestingExercise or conversion · Nonqualified Stock Option … · $0 · 21,750 sh · 10b5-1 |
| Apr 14, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 7,942 sh · 10b5-1 |
| Apr 1, 2026Form 4 | Ruffel Charles A.DirectorAward · Nonqualified Stock Option … · — · 1,286 sh |
| Apr 1, 2026Form 4 | HERRINGER FRANK CDirectorAward · Restricted Stock Units · — · 474 sh |
| Apr 1, 2026Form 4 | Brown Marianne CatherineDirectorAward · Restricted Stock Units · — · 434 sh |
| Apr 1, 2026Form 4 | Ellis Stephen ADirectorAward · Restricted Stock Units · — · 393 sh |
| Mar 24, 2026Form 4 | Ellis Stephen ADirectorExercise or conversion · Nonqualified Stock Option … · $65.5M · 9,765 sh |
| Mar 24, 2026Form 4 | Ellis Stephen ADirectorExercise or conversion · $282K · 9,765 sh |
| Mar 2, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerExercise or conversion · $827K · 15,884 sh · 10b5-1 |
| Mar 2, 2026Form 4 | Wurster Richard APresident & CEO · DirectorAward · Nonqualified Stock Option … · $0 · 230,411 sh |
| Mar 2, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorAward · Nonqualified Stock Option … · $0 · 72,489 sh |
| Mar 2, 2026Form 4 | Verdeschi Michael DCFOAward · Nonqualified Stock Option … · $0 · 62,134 sh |
| Mar 2, 2026Form 4 | Craig Jonathan M.MD, Head of Investor ServicesAward · Nonqualified Stock Option … · $0 · 50,052 sh · 10b5-1 |
| Mar 2, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffAward · Nonqualified Stock Option … · $0 · 42,458 sh |
| Mar 2, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorAward · Nonqualified Stock Option … · $0 · 42,113 sh |
| Mar 2, 2026Form 4 | Murtagh Nigel JChief Risk OfficerAward · Nonqualified Stock Option … · $0 · 30,377 sh |
| Mar 2, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesAward · Nonqualified Stock Option … · $0 · 24,509 sh |
| Mar 2, 2026Form 4 | Morgan Peter J. IIIGeneral CounselAward · Nonqualified Stock Option … · $0 · 21,057 sh |
| Mar 2, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerExercise or conversion · Nonqualified Stock Option … · $0 · 15,884 sh · 10b5-1 |
| Mar 2, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerAward · Nonqualified Stock Option … · $0 · 15,189 sh · 10b5-1 |
| Mar 1, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorTax withholding · $5.8M · 60,743 sh |
| Mar 1, 2026Form 4 | Wurster Richard APresident & CEO · DirectorTax withholding · $2.2M · 22,879 sh |
| Mar 1, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorTax withholding · $1.5M · 15,283 sh |
| Mar 1, 2026Form 4 | Craig Jonathan M.MD, Head of Investor ServicesTax withholding · $1.1M · 11,152 sh · 10b5-1 |
| Mar 1, 2026Form 4 | Murtagh Nigel JChief Risk OfficerTax withholding · $868K · 9,109 sh |
| Mar 1, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffTax withholding · $591K · 6,204 sh |
| Mar 1, 2026Form 4 | Morgan Peter J. IIIGeneral CounselTax withholding · $411K · 4,311 sh |
| Mar 1, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerTax withholding · $183K · 2,030 sh · 10b5-1 |
| Mar 1, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorAward · $0 · 141,757 sh |
| Mar 1, 2026Form 4 | Wurster Richard APresident & CEO · DirectorAward · $0 · 62,140 sh |
| Mar 1, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorAward · $0 · 38,838 sh |
| Mar 1, 2026Form 4 | Craig Jonathan M.MD, Head of Investor ServicesAward · $0 · 25,633 sh · 10b5-1 |
| Mar 1, 2026Form 4 | Murtagh Nigel JChief Risk OfficerAward · $0 · 16,312 sh |
| Mar 1, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffAward · $0 · 16,312 sh |
| Mar 1, 2026Form 4 | Morgan Peter J. IIIGeneral CounselAward · $0 · 11,263 sh |
| Mar 1, 2026Form 4 | Woolway Paul VMD, Chief Banking OfficerAward · $0 · 8,156 sh · 10b5-1 |
| Feb 25, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffExercise or conversion · $1.8M · 27,903 sh · 10b5-1 |
| Feb 25, 2026Form 4 | Howard DennisMD, Chief Tech, OPS & Data OffExercise or conversion · Nonqualified Stock Option … · $0 · 27,903 sh · 10b5-1 |
| Feb 9, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorGift · $0 · 60,000 sh |
| Feb 6, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · $2.9M · 67,514 sh |
| Feb 6, 2026Form 4 | DODDS CHRISTOPHER VDirectorExercise or conversion · $757K · 11,825 sh |
| Feb 6, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 67,514 sh |
| Feb 6, 2026Form 4 | DODDS CHRISTOPHER VDirectorExercise or conversion · Nonqualified Stock Option … · $0 · 11,825 sh |
| Feb 4, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · $4.1M · 94,948 sh |
| Feb 4, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 94,948 sh |
| Feb 3, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · $7.0M · 162,462 sh |
| Feb 3, 2026Form 4 | Bettinger Walter WCo-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 162,462 sh |
| Feb 2, 2026Form 4 | Morgan Peter J. IIIGeneral CounselExercise or conversion · $505K · 7,595 sh |
| Feb 2, 2026Form 4 | Morgan Peter J. IIIGeneral CounselExercise or conversion · Nonqualified Stock Option … · $0 · 7,595 sh |
| Jan 28, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorExercise or conversion · $1.2M · 44,962 sh |
| Jan 28, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 44,962 sh |
| Jan 26, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorExercise or conversion · $3.6M · 134,895 sh |
| Jan 26, 2026Form 4 | Schwab Charles R.Co-Chairman · DirectorExercise or conversion · Nonqualified Stock Option … · $0 · 134,895 sh |
| Jan 22, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesExercise or conversion · $93K · 2,000 sh · 10b5-1 |
| Jan 22, 2026Form 4 | Beatty Jonathan SMD, Head of Advisor ServicesExercise or conversion · Nonqualified Stock Option … · $0 · 2,000 sh · 10b5-1 |
| Jan 2, 2026Form 4 | Ruffel Charles A.DirectorAward · Nonqualified Stock Option … · — · 1,317 sh |
| Jan 2, 2026Form 4 | HERRINGER FRANK CDirectorAward · Restricted Stock Units · — · 431 sh |
| Jan 2, 2026Form 4 | Brown Marianne CatherineDirectorAward · Restricted Stock Units · — · 394 sh |
| Jan 2, 2026Form 4 | Ellis Stephen ADirectorAward · Restricted Stock Units · — · 357 sh |
Reports and proxy statements#
Annual reports (10-K, 20-F, 40-F), quarterly reports (10-Q), current reports (8-K, 6-K) and proxy statements, newest first. An 8-K that furnishes a press release is headed by the release’s headline, its items beneath; any other 8-K is described by its items. A form opens the press release where there is one, else the document on EDGAR, or the filing’s index where it furnishes other exhibits.
2026 · 20 filings
| Filed | What it is |
|---|---|
| Oct 15, 20268-K | Earnings release — EPS $1.69 vs $1.66 est. (+1.8%) |
| Aug 12, 20268-K | Other events |
| Aug 7, 202610-Q | Quarterly report, Q2 2026 — revenue $7.07B (+21% y/y), net income $2.80B, EPS $1.54 |
| Jul 21, 20268-K | Earnings release — EPS $1.62 vs $1.53 est. (+5.9%); revenue $7.07B (+21% y/y) 2.5% |
| Jun 29, 20268-K | Other events |
| Jun 1, 20268-K | Charter, bylaws or fiscal-year change |
| May 22, 20268-K | Shareholder vote results |
| May 21, 20268-K | Other events |
| May 8, 202610-Q | Quarterly report, Q1 2026 — revenue $6.48B (+16% y/y), net income $2.48B, EPS $1.37 |
| Apr 22, 20268-K | Change to security holders' rights; Charter, bylaws or fiscal-year change; Other events |
| Apr 17, 2026DEFA14A | Additional proxy materials |
| Apr 16, 20268-K | Earnings release — EPS $1.43 vs $1.39 est. (+2.9%); revenue $6.48B (+16% y/y) 0.4% |
| Apr 6, 2026ARS | Annual report to shareholders |
| Apr 6, 2026DEFA14A | Additional proxy materials |
| Apr 6, 2026DEF 14A | Proxy statement |
| Mar 27, 2026PRE 14A | Preliminary proxy statement |
| Mar 2, 20268-K | CHARLES SCHWAB COMPLETES ACQUISITION OF FORGE GLOBALRegulation FD disclosure |
| Feb 25, 202610-K | Annual report, FY2025 — revenue $23.92B (+22% y/y), net income $8.85B, EPS $4.65 |
| Jan 29, 20268-K | CHARLES SCHWAB CORPORATION ANNOUNCES EXECUTIVE TRANSITIONSDirectors or officers; compensation; Regulation FD disclosure |
| Jan 21, 20268-K | Earnings release — EPS $1.39 vs $1.36 est. (+2.2%); revenue $6.34B (+19% y/y) 2.2% |
2025 · 18 filings
| Filed | What it is |
|---|---|
| Nov 14, 20258-K | Other events |
| Nov 7, 202510-Q | Quarterly report, Q3 2025 — revenue $6.13B (+27% y/y), net income $2.36B, EPS $1.26 |
| Nov 6, 20258-K | Regulation FD disclosure |
| Oct 16, 20258-K | Earnings release — EPS $1.31 vs $1.24 est. (+5.7%); revenue $6.13B (+27% y/y) |
| Aug 8, 202510-Q | Quarterly report, Q2 2025 — revenue $5.85B (+25% y/y), net income $2.13B, EPS $1.08 |
| Jul 18, 20258-K | Earnings release — EPS $1.14 vs $1.09 est. (+4.6%); revenue $5.85B (+25% y/y) |
| Jun 2, 20258-K | Charter, bylaws or fiscal-year change |
| May 23, 20258-K | Shareholder vote results |
| May 9, 202510-Q | Quarterly report, Q1 2025 — revenue $5.60B (+18% y/y), net income $1.91B, EPS $0.99 |
| Apr 17, 20258-K | Earnings release — EPS $1.04 vs $1.00 est. (+4.0%); revenue $5.60B (+18% y/y) |
| Apr 4, 2025ARS | Annual report to shareholders |
| Apr 4, 2025DEFA14A | Additional proxy materials |
| Apr 4, 2025DEF 14A | Proxy statement |
| Apr 1, 20258-K | Directors or officers; compensation |
| Feb 26, 202510-K | Annual report, FY2024 — revenue $19.61B (+4% y/y), net income $5.94B, EPS $2.99 |
| Feb 12, 20258-K | Material definitive agreement; Termination of a material agreement; Directors or officers; compensation; Other events |
| Feb 10, 20258-K | Regulation FD disclosure |
| Jan 21, 20258-K | Earnings release — EPS $1.01 vs $0.90 est. (+12.2%); revenue $5.33B (+20% y/y) |
2024 · 19 filings
| Filed | What it is |
|---|---|
| Nov 8, 202410-Q | Quarterly report, Q3 2024 — revenue $4.85B (+5% y/y), net income $1.41B, EPS $0.71 |
| Oct 15, 20248-K | Earnings release — EPS $0.77 vs $0.75 est. (+2.7%); revenue $4.85B (+5% y/y) |
| Oct 1, 20248-K | Directors or officers; compensation; Regulation FD disclosure |
| Aug 8, 202410-Q | Quarterly report, Q2 2024 — revenue $4.69B (+1% y/y), net income $1.33B, EPS $0.66 |
| Jul 25, 20248-K | Directors or officers; compensation |
| Jul 16, 20248-K | Earnings release — EPS $0.73 vs $0.73 est.; revenue $4.69B (+1% y/y) 5.4% |
| May 29, 20248-K | Shareholder vote results |
| May 16, 2024DEFA14A | Additional proxy materials |
| May 16, 20248-K | Directors or officers; compensation; Regulation FD disclosure |
| May 9, 202410-Q | Quarterly report, Q1 2024 — revenue $4.74B (−7% y/y), net income $1.36B, EPS $0.68 |
| Apr 16, 2024PX14A6G | Shareholder exempt solicitation |
| Apr 15, 20248-K | Earnings release — EPS $0.74 vs $0.73 est. (+1.4%); revenue $4.74B (−7% y/y) 2.6% |
| Apr 11, 2024PX14A6G | Shareholder exempt solicitation |
| Apr 5, 2024ARS | Annual report to shareholders |
| Apr 5, 2024DEFA14A | Additional proxy materials |
| Apr 5, 2024DEF 14A | Proxy statement |
| Mar 28, 2024PX14A6G | Shareholder exempt solicitation |
| Feb 23, 202410-K | Annual report, FY2023 — revenue $18.84B (−9% y/y), net income $5.07B, EPS $2.54 |
| Jan 17, 20248-K | Earnings release — EPS $0.68 vs $0.65 est. (+4.6%); revenue $4.46B (−19% y/y) |
2023 · 19 filings — 12 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
| Filed | What it is |
|---|---|
| Nov 8, 202310-Q | Quarterly report, Q3 2023 — revenue $4.61B (−16% y/y), net income $1.13B, EPS $0.56 |
| Aug 8, 202310-Q | Quarterly report, Q2 2023 — revenue $4.66B (−9% y/y), net income $1.29B, EPS $0.64 |
| May 8, 202310-Q | Quarterly report, Q1 2023 — revenue $5.12B (+10% y/y), net income $1.60B, EPS $0.83 |
| Mar 31, 2023ARS | Annual report to shareholders |
| Mar 31, 2023DEFA14A | Additional proxy materials |
| Mar 31, 2023DEF 14A | Proxy statement |
| Feb 24, 202310-K | Annual report, FY2022 — revenue $20.76B (+12% y/y), net income $7.18B, EPS $3.50 |
12 current reports (8-K) not listed; the year is on EDGAR.
2022 · 21 filings — 12 × 8-K, 3 × 10-Q, 2 × DEFA14A and 4 other forms
| Filed | What it is |
|---|---|
| Nov 8, 202210-Q | Quarterly report, Q3 2022 — revenue $5.50B (+20% y/y), net income $2.02B, EPS $0.99 |
| Aug 8, 202210-Q | Quarterly report, Q2 2022 — revenue $5.09B (+13% y/y), net income $1.79B, EPS $0.87 |
| May 9, 202210-Q | Quarterly report, Q1 2022 — revenue $4.67B (−1% y/y), net income $1.40B, EPS $0.67 |
| Apr 11, 2022PX14A6G | Shareholder exempt solicitation |
| Apr 11, 2022DEFA14A | Additional proxy materials |
| Apr 7, 2022DEFA14A | Additional proxy materials |
| Apr 1, 2022DEF 14A | Proxy statement |
| Mar 16, 2022PRE 14A | Preliminary proxy statement |
| Feb 24, 202210-K | Annual report, FY2021 — revenue $18.52B (+58% y/y), net income $5.86B, EPS $2.83 |
12 current reports (8-K) not listed; the year is on EDGAR.
2021 · 23 filings — 17 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
| Filed | What it is |
|---|---|
| Nov 8, 202110-Q | Quarterly report, Q3 2021 — revenue $4.57B (+87% y/y), net income $1.53B, EPS $0.74 |
| Aug 6, 202110-Q | Quarterly report, Q2 2021 — revenue $4.53B (+85% y/y), net income $1.26B, EPS $0.59 |
| May 7, 202110-Q | Quarterly report, Q1 2021 — revenue $4.71B (+80% y/y), net income $1.48B, EPS $0.73 |
| Apr 9, 2021PX14A6G | Shareholder exempt solicitation |
| Apr 2, 2021DEF 14A | Proxy statement |
| Feb 24, 202110-K | Annual report, FY2020 — revenue $11.69B (+9% y/y), net income $3.30B, EPS $2.12 |
17 current reports (8-K) not listed; the year is on EDGAR.
2020 · 30 filings — 19 × 8-K, 3 × 10-Q, 3 × DEFA14A and 5 other forms
| Filed | What it is |
|---|---|
| Nov 9, 202010-Q | Quarterly report, Q3 2020 — revenue $2.45B (−10% y/y), net income $698.0M, EPS $0.48 |
| Aug 7, 202010-Q | Quarterly report, Q2 2020 — revenue $2.45B (−9% y/y), net income $671.0M, EPS $0.48 |
| May 27, 2020DEFA14A | Additional proxy materials |
| May 26, 2020DEFA14A | Additional proxy materials |
| May 15, 2020DEFA14A | Additional proxy materials |
| May 8, 202010-Q | Quarterly report, Q1 2020 — revenue $2.62B (−4% y/y), net income $795.0M, EPS $0.58 |
| May 6, 2020DEFM14A | Merger proxy statement |
| Mar 31, 2020DEF 14A | Proxy statement |
| Mar 16, 2020PRE 14A | Preliminary proxy statement |
| Feb 26, 202010-K | Annual report, FY2019 — revenue $10.72B (+6% y/y), net income $3.70B, EPS $2.67 |
20 current reports (8-K) not listed; the year is on EDGAR.
2019 · 15 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 1 other form
| Filed | What it is |
|---|---|
| Nov 7, 201910-Q | Quarterly report, Q3 2019 — revenue $2.71B (+5% y/y), net income $951.0M, EPS $0.70 |
| Aug 7, 201910-Q | Quarterly report, Q2 2019 — revenue $2.68B (+8% y/y), net income $937.0M, EPS $0.66 |
| May 8, 201910-Q | Quarterly report, Q1 2019 — revenue $2.72B (+14% y/y), net income $964.0M, EPS $0.69 |
| Mar 29, 2019DEF 14A | Proxy statement |
| Feb 22, 201910-K | Annual report, FY2018 — revenue $10.13B (+18% y/y), net income $3.51B, EPS $2.45 |
10 current reports (8-K) not listed; the year is on EDGAR.
2018 · 18 filings — 12 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
| Filed | What it is |
|---|---|
| Nov 7, 201810-Q | Quarterly report, Q3 2018 — revenue $2.58B (+19% y/y), net income $923.0M, EPS $0.65 |
| Aug 8, 201810-Q | Quarterly report, Q2 2018 — revenue $2.49B (+17% y/y), net income $866.0M, EPS $0.60 |
| May 9, 201810-Q | Quarterly report, Q1 2018 — revenue $2.40B (+15% y/y), net income $783.0M, EPS $0.55 |
| Mar 30, 2018DEF 14A | Proxy statement |
| Mar 19, 2018PRE 14A | Preliminary proxy statement |
| Feb 22, 201810-K | Annual report, FY2017 — revenue $8.62B (+15% y/y), net income $2.35B, EPS $1.61 |
12 current reports (8-K) not listed; the year is on EDGAR.
2017 · 21 filings — 15 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
| Filed | What it is |
|---|---|
| Nov 7, 201710-Q | Quarterly report, Q3 2017 — revenue $2.17B (+13% y/y), net income $618.0M, EPS $0.42 |
| Aug 7, 201710-Q | Quarterly report, Q2 2017 — revenue $2.13B (+17% y/y), net income $575.0M, EPS $0.39 |
| May 8, 201710-Q | Quarterly report, Q1 2017 — revenue $2.08B (+18% y/y), net income $564.0M, EPS $0.39 |
| Mar 31, 2017PX14A6G | Shareholder exempt solicitation |
| Mar 30, 2017DEF 14A | Proxy statement |
| Feb 23, 201710-K | Annual report, FY2016 — revenue $7.48B (+17% y/y), net income $1.89B, EPS $1.31 |
15 current reports (8-K) not listed; the year is on EDGAR.
2016 · 12 filings — 7 × 8-K, 3 × 10-Q, 1 × 10-K and 1 other form
Counted, not listed; the year is on EDGAR.
2015 · 16 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2014 · 16 filings — 9 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
Counted, not listed; the year is on EDGAR.
2013 · 14 filings — 8 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2012 · 24 filings — 16 × 8-K, 3 × 10-Q, 1 × 10-K and 4 other forms
Counted, not listed; the year is on EDGAR.
2011 · 17 filings — 10 × 8-K, 3 × 10-Q, 2 × DEFA14A and 2 other forms
Counted, not listed; the year is on EDGAR.
2010 · 24 filings — 16 × 8-K, 3 × 10-Q, 1 × 10-K and 4 other forms
Counted, not listed; the year is on EDGAR.
2009 · 16 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2008 · 17 filings — 11 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2007 · 23 filings — 17 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2006 · 15 filings — 8 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
Counted, not listed; the year is on EDGAR.
2005 · 17 filings — 11 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2004 · 15 filings — 9 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2003 · 12 filings — 6 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2002 · 9 filings — 3 × 10-Q, 2 × 8-K, 1 × 10-K and 3 other forms
Counted, not listed; the year is on EDGAR.
2001 · 6 filings — 3 × 10-Q, 1 × 10-K, 1 × DEF 14A and 1 other form
Counted, not listed; the year is on EDGAR.
2000 · 11 filings — 5 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
1999 · 8 filings — 3 × 10-Q, 1 × 10-K, 1 × 8-K and 3 other forms
Counted, not listed; the year is on EDGAR.
1998 · 6 filings — 3 × 10-Q, 1 × 10-K, 1 × 8-K and 1 other form
Counted, not listed; the year is on EDGAR.
1997 · 7 filings — 3 × 10-Q, 1 × 10-K, 1 × 8-K and 2 other forms
Counted, not listed; the year is on EDGAR.
1996 · 7 filings — 3 × 10-Q, 1 × 10-K, 1 × 8-K and 2 other forms
Counted, not listed; the year is on EDGAR.
1995 · 8 filings — 3 × 10-Q, 2 × 8-K, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
1994 · 9 filings — 3 × 10-Q, 2 × 8-K, 1 × 10-K and 3 other forms
Counted, not listed; the year is on EDGAR.
Insider, ownership and other filings#
Insider ownership (Forms 3, 4, 5 and 144), beneficial ownership (Schedules 13D and 13G), registration and prospectus (S-1, S-3, S-8, 424B and related) and the rest, counted by year, with the newest 25 of each of the latest 3 years shown. A Form 4 is one insider’s transaction report; a 13G is a passive holder above five percent.
2026 · 188 filings — 104 × 4, 63 × 144, 8 × 424B5 and 8 other forms
| Filed | What it is |
|---|---|
| Oct 6, 2026CERT | SCHW FORM 8-A CERT |
| Oct 6, 20268-A12B | Exchange listing registration |
| Oct 5, 20264 | Insider transaction (Form 4) |
| Oct 5, 20264 | Insider transaction (Form 4) |
| Oct 5, 20264 | Insider transaction (Form 4) |
| Oct 5, 20264 | Insider transaction (Form 4) |
| Oct 5, 20264 | Insider transaction (Form 4) |
| Sep 25, 20264 | Insider transaction (Form 4) |
| Sep 2, 20264 | Insider transaction (Form 4) |
| Aug 31, 20264 | Insider transaction (Form 4) |
| Aug 31, 20264 | Insider transaction (Form 4) |
| Aug 28, 20264 | Insider transaction (Form 4) |
| Aug 28, 2026144 | Notice of proposed sale (Form 144) |
| Aug 28, 2026144 | Notice of proposed sale (Form 144) |
| Aug 27, 20264 | Insider transaction (Form 4) |
| Aug 26, 20264 | Insider transaction (Form 4) |
| Aug 26, 20264 | Insider transaction (Form 4) |
| Aug 26, 2026144 | Notice of proposed sale (Form 144) |
| Aug 24, 2026144 | Notice of proposed sale (Form 144) |
| Aug 24, 2026144 | Notice of proposed sale (Form 144) |
| Aug 19, 20264 | Insider transaction (Form 4) |
| Aug 18, 20264 | Insider transaction (Form 4) |
| Aug 17, 20264 | Insider transaction (Form 4) |
| Aug 17, 20264 | Insider transaction (Form 4) |
| Aug 17, 2026144 | Notice of proposed sale (Form 144) |
The newest 25 of 188 shown; the full year is on EDGAR.
2025 · 187 filings — 119 × 4, 55 × 144, 2 × 424B5 and 9 other forms
| Filed | What it is |
|---|---|
| Dec 29, 20254 | Insider transaction (Form 4) |
| Dec 23, 2025144 | Notice of proposed sale (Form 144) |
| Dec 18, 20254 | Insider transaction (Form 4) |
| Nov 20, 20254 | Insider transaction (Form 4) |
| Nov 14, 20254 | Insider transaction (Form 4) |
| Nov 14, 20254 | Insider transaction (Form 4) |
| Nov 14, 20254 | Insider transaction (Form 4) |
| Nov 14, 20254 | Insider transaction (Form 4) |
| Nov 14, 2025424B5 | Prospectus supplement |
| Nov 13, 20254 | Insider transaction (Form 4) |
| Nov 13, 20254 | Insider transaction (Form 4) |
| Nov 12, 20254 | Insider transaction (Form 4) |
| Nov 12, 2025FWP | Free writing prospectus |
| Nov 12, 2025424B5 | Prospectus supplement |
| Nov 10, 20254 | Insider transaction (Form 4) |
| Nov 7, 2025144 | Notice of proposed sale (Form 144) |
| Oct 30, 20254 | Insider transaction (Form 4) |
| Oct 30, 20254 | Insider transaction (Form 4) |
| Oct 29, 2025144 | Notice of proposed sale (Form 144) |
| Oct 28, 2025144 | Notice of proposed sale (Form 144) |
| Oct 24, 20254 | Insider transaction (Form 4) |
| Oct 3, 20254 | Insider transaction (Form 4) |
| Oct 3, 20254 | Insider transaction (Form 4) |
| Oct 3, 20254 | Insider transaction (Form 4) |
| Oct 3, 20254 | Insider transaction (Form 4) |
The newest 25 of 187 shown; the full year is on EDGAR.
2024 · 171 filings — 111 × 4, 49 × 144, 3 × 3 and 6 other forms
| Filed | What it is |
|---|---|
| Dec 19, 20244 | Insider transaction (Form 4) |
| Dec 17, 20244 | Insider transaction (Form 4) |
| Nov 29, 20244 | Insider transaction (Form 4) |
| Nov 27, 20244 | Insider transaction (Form 4) |
| Nov 26, 20244 | Insider transaction (Form 4) |
| Nov 22, 2024144 | Notice of proposed sale (Form 144) |
| Nov 20, 20244 | Insider transaction (Form 4) |
| Nov 19, 20244 | Insider transaction (Form 4) |
| Nov 18, 20244 | Insider transaction (Form 4) |
| Nov 18, 20244 | Insider transaction (Form 4) |
| Nov 18, 2024144 | Notice of proposed sale (Form 144) |
| Nov 18, 2024144 | Notice of proposed sale (Form 144) |
| Nov 14, 20244 | Insider transaction (Form 4) |
| Nov 14, 2024144 | Notice of proposed sale (Form 144) |
| Nov 13, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 13, 2024144 | Notice of proposed sale (Form 144) |
| Nov 12, 20244 | Insider transaction (Form 4) |
| Nov 12, 2024144 | Notice of proposed sale (Form 144) |
| Nov 8, 20244 | Insider transaction (Form 4) |
| Oct 28, 20244 | Insider transaction (Form 4) |
| Oct 22, 20244 | Insider transaction (Form 4) |
| Oct 21, 2024144 | Notice of proposed sale (Form 144) |
| Oct 18, 20244 | Insider transaction (Form 4) |
| Oct 17, 20244 | Insider transaction (Form 4) |
| Oct 17, 2024144 | Notice of proposed sale (Form 144) |
The newest 25 of 171 shown; the full year is on EDGAR.
2023 · 135 filings — 97 × 4, 19 × 144, 6 × 424B5 and 8 other forms
Counted, not listed; the year is on EDGAR.
2022 · 123 filings — 104 × 4, 4 × 424B5, 3 × FWP and 9 other forms
Counted, not listed; the year is on EDGAR.
2021 · 212 filings — 177 × 4, 11 × 424B5, 5 × FWP and 13 other forms
Counted, not listed; the year is on EDGAR.
2020 · 141 filings — 95 × 4, 9 × 425, 8 × 424B5 and 15 other forms
Counted, not listed; the year is on EDGAR.
2019 · 110 filings — 91 × 4, 8 × 425, 3 × SC 13G/A and 7 other forms
Counted, not listed; the year is on EDGAR.
2018 · 133 filings — 118 × 4, 4 × 424B5, 3 × SC 13G/A and 6 other forms
Counted, not listed; the year is on EDGAR.
2017 · 171 filings — 148 × 4, 6 × 424B5, 3 × 4/A and 9 other forms
Counted, not listed; the year is on EDGAR.
2016 · 134 filings — 107 × 4, 16 × 4/A, 4 × 424B5 and 6 other forms
Counted, not listed; the year is on EDGAR.
2015 · 125 filings — 100 × 4, 6 × 424B5, 4 × 3 and 12 other forms
Counted, not listed; the year is on EDGAR.
2014 · 123 filings — 104 × 4, 6 × 4/A, 4 × 3 and 6 other forms
Counted, not listed; the year is on EDGAR.
2013 · 140 filings — 122 × 4, 2 × 4/A, 2 × 424B5 and 10 other forms
Counted, not listed; the year is on EDGAR.
2012 · 120 filings — 87 × 4, 6 × 424B5, 4 × 3 and 14 other forms
Counted, not listed; the year is on EDGAR.
2011 · 123 filings — 91 × 4, 8 × 5, 6 × 425 and 13 other forms
Counted, not listed; the year is on EDGAR.
2010 · 66 filings — 48 × 4, 6 × 424B5, 2 × 4/A and 8 other forms
Counted, not listed; the year is on EDGAR.
2009 · 59 filings — 48 × 4, 3 × UPLOAD, 2 × 424B5 and 5 other forms
Counted, not listed; the year is on EDGAR.
2008 · 86 filings — 76 × 4, 6 × 4/A, 2 × UPLOAD and 2 other forms
Counted, not listed; the year is on EDGAR.
2007 · 159 filings — 115 × 4, 9 × 4/A, 8 × 305B2 and 11 other forms
Counted, not listed; the year is on EDGAR.
2006 · 127 filings — 97 × 4, 17 × 4/A, 9 × 3 and 4 other forms
Counted, not listed; the year is on EDGAR.
2005 · 96 filings — 79 × 4, 7 × 3, 2 × 4/A and 6 other forms
Counted, not listed; the year is on EDGAR.
2004 · 118 filings — 97 × 4, 6 × 3, 4 × S-8 POS and 8 other forms
Counted, not listed; the year is on EDGAR.
2003 · 92 filings — 80 × 4, 4 × 3, 3 × SC 13G/A and 5 other forms
Counted, not listed; the year is on EDGAR.
2002 · 37 filings — 27 × 4, 2 × S-8, 2 × SC 13D/A and 5 other forms
Counted, not listed; the year is on EDGAR.
2001 · 4 filings — 4 × S-8
Counted, not listed; the year is on EDGAR.
2000 · 21 filings — 4 × 424B5, 4 × S-4/A, 3 × S-3 and 6 other forms
Counted, not listed; the year is on EDGAR.
1999 · 22 filings — 14 × 424B5, 2 × S-3/A, 2 × SC 13G/A and 4 other forms
Counted, not listed; the year is on EDGAR.
1998 · 20 filings — 4 × 424B5, 4 × N-30D, 3 × S-8 POS and 5 other forms
Counted, not listed; the year is on EDGAR.
1997 · 22 filings — 18 × 424B5, 2 × SC 13D/A, 1 × SC 13G and 1 other form
Counted, not listed; the year is on EDGAR.
1996 · 13 filings — 6 × 424B2, 4 × 424B5, 1 × S-3 and 2 other forms
Counted, not listed; the year is on EDGAR.
1995 · 19 filings — 13 × 424B2, 4 × SC 13D/A, 1 × S-3 and 1 other form
Counted, not listed; the year is on EDGAR.
1994 · 13 filings — 6 × SC 13D/A, 2 × 424B2, 2 × S-3/A and 3 other forms
Counted, not listed; the year is on EDGAR.
About this data#
Charles Schwab Corporation (SCHW) has 3,823 filings on EDGAR going back to 1994: 34 annual reports, 101 quarterly reports and 294 current reports, plus proxy statements, insider forms and ownership schedules. Its latest annual report, a 10-K, was filed on Feb 25, 2026 for the fiscal year ended Dec 31, 2025. The most recent 8-K, on Oct 15, 2026, furnished a press release headed “SCHWAB DELIVERS RECORD NET NEW ASSETS & EARNINGS”. Over the last 13 months insiders sold $320.4M in 73 sales and bought $1.8M in 1 purchase; 145 other transactions (awards, exercises, tax withholding, gifts and plan purchases). Not investment advice.
Every row is a filing EDGAR lists for the registrants that have been Charles Schwab Corporation, read from the SEC’s submissions index each morning; a filing accepted after that read appears the next day. Where a company changed its filing entity (a holding-company reorganisation, Google into Alphabet) the predecessor’s filings are shown for the years it filed as the company, derived from the filings themselves. Dates are the filing date; the period is the report’s own. The latest 3 years of reports are listed in full, the next years to 10 without their 8-Ks, and older years are counted; the other forms are counted too, with the newest 25 of each of the latest 3 years shown. Insider transactions are the Form 4 and Form 5 documents themselves, filed since January 2026, every number as the insider filed it: a day’s lots are summed, a blank price adds its shares and no dollars, and a purchase through an employee stock plan is a plan purchase, not insider buying. An 8-K’s headline is the first line of the press release it furnishes (Exhibit 99), read from the filing and shown word for word; where two independent readings of the exhibit do not agree, the 8-K is described by its items instead. The documents stay on sec.gov, public domain, and every link opens the SEC’s copy. ChartRow does not summarise or interpret filings.
FAQ#
- Where can I read SCHW's latest 10-K?
- SCHW's latest annual report, a 10-K, was filed on Feb 25, 2026 for the fiscal year ended Dec 31, 2025. It is linked above and opens on EDGAR, the SEC's own site, where every exhibit is also listed.
- When did SCHW last file an 8-K?
- On Oct 15, 2026 it furnished a press release headed “SCHWAB DELIVERS RECORD NET NEW ASSETS & EARNINGS”. An 8-K reports a material event between quarterly reports; the one that furnishes the quarter's results is filed under Item 2.02, last on Oct 15, 2026.
- Are SCHW insiders buying or selling?
- Over the last 13 months insiders sold $320.4M in 73 sales and bought $1.8M in 1 purchase; 145 other transactions (awards, exercises, tax withholding, gifts and plan purchases). The most recent sale: Hathi Neesha (MD, Head Wealth Adv, Bnk, Tst) sold 5,000 shares on Oct 1, 2026 for $489K, under a 10b5-1 plan. Every figure is as the insider filed it on Form 4; a sale under a 10b5-1 plan was scheduled in advance.
- How many SEC filings has SCHW made?
- 3,823 filings are on EDGAR under the registrant records that have been Charles Schwab Corporation, going back to 1994; 2,791 of them are insider ownership forms (Forms 3, 4, 5 and 144).