Schwab Charles CORP

Market Movers (8-K)

NYSE
The Charles Schwab Corporation announced record quarterly revenue of $7.1 billion and GAAP earnings per share of $1.54 for the second quarter of 2026.
Better than expected
NYSE
The Charles Schwab Corporation announced the issuance of $1 billion in senior notes with a fixed-to-floating rate, maturing in 2029.
Capital raise
NYSE
The Charles Schwab Corporation has filed a Certificate of Elimination for its 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I, following the completion of its redemption.
NYSE
The Charles Schwab Corporation announced the issuance of $2.25 billion in senior notes across two tranches, maturing in 2030 and 2037, to fund general corporate purposes.
Capital raise
NYSE
The Charles Schwab Corporation has successfully issued 1,500,000 depositary shares representing Series L preferred stock, raising approximately $1.48 billion in net proceeds.
Capital raise
NYSE
The Charles Schwab Corporation achieved record first-quarter net revenues of $6.5 billion, representing a 16% year-over-year increase driven by robust client engagement.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Charles Schwab reported strong Q1 2026 financial results with a 30% increase in net income and significant growth in client assets.
Better than expected
Capital raise
NYSE
The Charles Schwab Corporation announced robust third-quarter and year-to-date 2025 results, driven by significant client asset growth, increased trading activity, and strategic funding management.
Better than expected
NYSE
The Charles Schwab Corporation announced significant earnings growth and robust client asset accumulation for the second quarter and first half of 2025, driven by strategic expense management and increased client engagement.
Capital raise
Better than expected
NYSE
Charles Schwab's Q1 2025 net income rose 40% year-over-year, fueled by strong asset gathering, increased client engagement, and reduced reliance on higher-cost bank supplemental funding.
Better than expected
NYSE
Charles Schwab's third-quarter results show a 25% increase in net income, driven by positive equity markets, solid asset gathering, and sustained client engagement.
Better than expected
NYSE
Charles Schwab's Q2 2024 results show a slight revenue increase and mixed earnings as the company completes the Ameritrade integration.
Worse than expected

Annual Reports (10-K)

NYSE
The Charles Schwab Corporation reported significant financial and client growth in 2025, driven by strong asset gathering, client engagement, and strategic capital management.
Better than expected
Capital raise
NYSE
Charles Schwab's 2024 10-K filing highlights the completion of the Ameritrade integration, growth in client assets, and regulatory developments impacting the company.
NYSE
The Charles Schwab Corporation outlines the details of its registered securities, including common stock and preferred stock depositary shares, as of December 31, 2023.

Insider Trading (Form 4)

NYSE
Charles R. Schwab, Co-Chairman and a Director of Schwab Charles Corp, sold 143,450 shares of common stock on July 28, 2026.
NYSE
Carolyn Schwab-Pomerantz, a Director of Schwab Charles Corp, sold 22,650 shares of common stock on July 28, 2026 for $105.71 per share.
NYSE
Dennis Howard, MD, Chief Tech, OPS & Data Off of Schwab Charles Corp, sold 28,000 shares of common stock on July 28, 2026 for $105.01 per share.
NYSE
Walter W Bettinger, Co-Chairman and a Director of Schwab Charles Corp, sold 285,896 shares of common stock on July 27, 2026.
NYSE
Nigel J Murtagh, Chief Risk Officer of Schwab Charles Corp, sold 32,947 shares of common stock on July 27, 2026.
NYSE
Charles R. Schwab, Co-Chairman and a Director of Schwab Charles Corp, sold 45,500 shares of common stock on July 24, 2026 for $101.72 per share.

Proxy Statements (Def-14A)

NYSE
The Charles Schwab Corporation's 2026 proxy statement outlines key governance proposals, including board declassification, and details strong 2025 financial performance.
Better than expected
NYSE
Charles Schwab Corporation will hold its annual meeting of stockholders virtually on May 22, 2025, to vote on director elections, auditor ratification, executive compensation, and a stockholder proposal.
NYSE
The Charles Schwab Corporation's 2025 proxy statement reveals a stockholder proposal advocating for the annual election of all directors, a move the board opposes.
NYSE
Charles Schwab Corporation announced several executive transitions, including the resignation of the Chief Operating Officer, the retirement of the Chief Financial Officer, and changes in the Advisor Services leadership.
NYSE
Charles Schwab Corporation will hold its annual meeting of stockholders on May 23, 2024, to vote on director elections, auditor ratification, executive compensation, and other proposals.
NYSE
The Charles Schwab Corporation's 2024 proxy statement outlines proposals for the annual meeting, including director elections, auditor ratification, executive compensation, and stockholder proposals.

Schedule 13D - Activist Investments

NYSE
The Toronto-Dominion Bank has substantially reduced its beneficial ownership in The Charles Schwab Corporation to 0.1% through a recent secondary public offering and a share repurchase agreement.
Capital raise

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has reported a beneficial ownership of 7.18% in Charles Schwab Corp/The, holding over 124 million shares.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in The Charles Schwab Corporation following an internal realignment.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting a passive beneficial ownership of 8.18% in The Charles Schwab Corporation's common stock as of March 31, 2025.