Schwab Charles CORP 8-K filings

The Charles Schwab Corporation announced the issuance of $2.58 billion in senior notes due in 2032 and 2037 to fund general corporate purposes.

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.

The Charles Schwab Corporation announced the issuance of $1 billion in senior notes with a fixed-to-floating rate, maturing in 2029.

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.

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.

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.

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.

The Charles Schwab Corporation has completed its acquisition of Forge Global Holdings, Inc., expanding its offerings into private markets for individual investors and RIAs.

The Charles Schwab Corporation announced several executive transitions, including two planned retirements and significant organizational updates to enhance client services.

The Charles Schwab Corporation announced record net income and revenues for the fourth quarter and full year 2025, driven by strong client asset growth and engagement.

The Charles Schwab Corporation has successfully issued $2 billion in fixed-to-floating rate senior notes due 2031 and 2036, raising approximately $1.986 billion in net proceeds.

Charles Schwab announced a definitive agreement to acquire Forge Global Holdings, Inc. for approximately $660 million, aiming to democratize access to private markets for investors.

The Charles Schwab Corporation announced record third-quarter net revenues of $6.1 billion and adjusted earnings per share of $1.31, driven by strong client asset growth and strategic balance sheet management.

The Charles Schwab Corporation announced record second quarter 2025 financial results, with net income of $2.1 billion and diluted earnings per share of $1.08, fueled by 25% year-over-year revenue growth and significant client asset inflows.

The Charles Schwab Corporation has officially eliminated its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G, following the redemption of all outstanding shares.

The Charles Schwab Corporation announced the results of its 2025 Annual Meeting of Stockholders, where all director nominees were elected, auditors were ratified, executive compensation was approved, and a significant stockholder proposal for board declassification passed.

Charles Schwab announced record first-quarter revenue of $5.6 billion, driven by strong core net new assets of $137.7 billion and diversified revenue growth.

Todd M. Ricketts will retire from The Charles Schwab Corporation's Board of Directors effective October 7, 2025.

Charles Schwab Corporation finalizes secondary offering by TD Group US Holdings LLC and completes a $1.5 billion share repurchase, resulting in TD disposing of all its shares.

Charles Schwab Corporation announces a secondary offering of its common stock by TD Group US Holdings LLC, an affiliate of The Toronto-Dominion Bank, along with a $1.5 billion stock repurchase agreement.

Charles Schwab's fourth quarter results show a 20% year-over-year increase in net revenues and a 49% increase in adjusted earnings per share, driven by strong client growth and engagement.

Charles Schwab reports a 27% year-over-year increase in total client assets, reaching a record $9.92 trillion, alongside a 5% rise in quarterly net revenues.

Charles Schwab Corporation announced that CEO Walter Bettinger will retire at the end of 2024, with Rick Wurster succeeding him as CEO effective January 1, 2025.

The Charles Schwab Corporation has announced the appointment of Michael Verdeschi as its new Chief Financial Officer, effective October 1, 2024, succeeding Peter B. Crawford.

Charles Schwab's total client assets reached a record $9.4 trillion, up 17% year-over-year, with core net new assets rising 17% to $61.2 billion in the second quarter of 2024.

The Charles Schwab Corporation held its 2024 annual meeting, electing all director nominees and ratifying the selection of Deloitte as independent auditors.

Charles Schwab Corporation announced several executive transitions, including the resignation of the Chief Operating Officer and the planned retirement of the Chief Financial Officer.

Charles Schwab announced its first quarter 2024 results, highlighted by record client assets of $9.1 trillion and a 6% sequential increase in net revenues.

Charles Schwab reports a mixed year with record client assets but a decline in net income and revenue, impacted by interest rate changes and the Ameritrade integration.