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SCHWAB CHARLES CORP due diligence

Who SCHWAB CHARLES CORP (SCHW) is on the public record: identity, annual results, what it filed in the last year and why, straight from SEC EDGAR.

1004 filings in EDGAR's recent index, 615 of them Form 4 insider filings · view the filings on SEC EDGAR · source: SEC EDGAR submissions index and XBRL financial data

At a glance

SCHWAB CHARLES CORP (SCHW, SCHW-PD, SCHW-PJ) is a large accelerated filer incorporated in Delaware, classified under SIC 6211 (Security Brokers, Dealers & Flotation Companies), and lists on NYSE. Its fiscal year ends December 31.

For the fiscal year ended December 31, 2025, its 10-K reported revenue of $23.9B, up 22.0% from the year before, net income of $8.9B, and total assets of $491B.

In the twelve months to October 9, 2026 it made 232 filings on EDGAR, including 1 annual report, 3 quarterly reports, 14 current reports on Form 8-K, and 118 Form 4 insider filings, plus 15 prospectus supplements and free writing prospectuses for its securities offerings. Its 8-Ks were filed most often for other events (5), results of operations (4), and Regulation FD disclosures (3).

CIK
0000316709
Filer status
Large accelerated filer
Industry (SIC)
Security Brokers, Dealers & Flotation Companies (6211)
Incorporated
Delaware
Listed on
NYSE
Tickers
SCHW, SCHW-PD, SCHW-PJ
Fiscal year end
12-31

Annual results

Fiscal year endedRevenueNet incomeTotal assets
2025-12-31$23.9B +22.0%$8.9B +49.0%$491B
2024-12-31$19.6B +4.1%$5.9B +17.3%$480B
2023-12-31$18.8B$5.1B$493B
As reported in each 10-K's XBRL data on SEC EDGAR (revenue tag Revenues); a later 10-K's restatement replaces the earlier figure.
FilingFiledPeriodAccession
Annual report (10-K)2026-02-252025-12-310000316709-26-000009
Quarterly report (10-Q)2026-08-072026-06-300000316709-26-000031
Current report (8-K)2026-08-122026-08-100001193125-26-347083

Filing activity

232 filings since 2025-10-09, 15 of them prospectus supplements and free writing prospectuses (not listed below). By form:

4
118
144
67
8-K
14
10-Q
3
3
3
DEFA14A
2
10-K
1
11-K
1

8-K items in the last 12 months: other events (Item 8.01, 5) · results of operations (Item 2.02, 4) · Regulation FD disclosures (Item 7.01, 3) · charter or bylaw amendments (Item 5.03, 2) · changes to shareholder rights (Item 3.03, 1) · officer or director changes (Item 5.02, 1) · shareholder vote results (Item 5.07, 1).

FiledFormDocumentPeriod
2026-10-06CERTSCHW FORM 8-A CERT
2026-10-068-A12B8-A12B
2026-10-054FORM 42026-10-01
2026-10-054FORM 42026-10-01
2026-10-054FORM 42026-10-01
2026-10-054FORM 42026-10-01
2026-10-054FORM 42026-10-01
2026-09-254FORM 42026-09-23
2026-09-024FORM 42026-09-01
2026-08-314FORM 42026-08-28
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The full due-diligence dossier on SCHWAB CHARLES CORP

The free view above is identity and filing dates. The paid dossier reads the filings: business and segments, financial trend, insider and institutional activity, litigation and risk-factor themes, recent news, and the red flags, every claim cited and delivered with a data appendix.

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SCHW insider filingsAll company profiles13F fund holdingsAll reports

Generated from public SEC EDGAR filings. Filing data is shown as filed. This is information, not investment advice.