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SCHWAB CHARLES CORP — Investor Relations & Filings

Ticker · SCHW ISIN · US8085131055 LEI · EVQ6EP3QESDF386W4D54 US Financial and insurance activities
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Filings indexed 2,960 across all filing types
Latest filing 2025-10-15 Major Shareholding Noti…
Country US United States of America
Listing US SCHW

About SCHWAB CHARLES CORP

https://www.schwab.com/

The Charles Schwab Corporation is a financial services company that provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. The company offers wealth management, securities brokerage, asset management, and custody services. Its offerings cater to individual investors, independent investment advisors, and employers. Key products include brokerage and retirement accounts for trading stocks, ETFs, options, and mutual funds. The firm also provides integrated banking solutions, such as checking accounts linked to brokerage accounts, which feature no monthly service fees and unlimited ATM fee rebates worldwide. The company emphasizes a modern approach to investing and retirement planning, often characterized by low-cost options like commission-free online trading for stocks and ETFs.

Recent filings

Filing Released Lang Actions
Form 8.3 - American Axle & Manufacturing Holdings, Inc.
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3', which is a standard regulatory disclosure form used under the UK Takeover Code for public opening position disclosures and dealing disclosures by persons with interests in relevant securities representing 1% or more. This is a specific type of major shareholding notification related to M&A activity (takeover offers). While it involves shareholdings, it is distinct from a standard 'Major Shareholding Notification' (MRQ) as it is specifically tied to the Takeover Code and M&A disclosure requirements. Given the options, 'MRQ' is the most accurate classification for a disclosure of significant share ownership levels.
2025-10-15 English
Form 8.3 - American Axle & Manufacturing Holdings, Inc.
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and recent dealings by Charles Schwab Investment Management in American Axle & Manufacturing Holdings, Inc. This type of filing is specifically used to notify the market of significant shareholding changes or positions during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-10-14 English
Form 8.3 - American Axle & Manufacturing Holdings, Inc.
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and recent dealings by Charles Schwab Investment Management in American Axle & Manufacturing Holdings, Inc. While it relates to M&A activity, it is specifically a disclosure of shareholding positions and dealings, which falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership levels and changes.
2025-10-13 English
Form 8.3 - American Axle & Manufacturing Holdings, Inc.
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3', which is a standard regulatory disclosure form used under the UK Takeover Code for 'Public Opening Position Disclosure/Dealing Disclosure'. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more of an offeror or offeree. This specific type of disclosure is a regulatory requirement during M&A activity, and since it does not fit into the other specific categories like 'M&A Activity' (which usually refers to the company's own announcements) or 'Major Shareholding Notification' (which is a different regulatory threshold), it is classified as a Regulatory Filing (RNS).
2025-10-10 English
Form 8.3 - American Axle & Manufacturing Holdings, Inc.
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and dealings in American Axle & Manufacturing Holdings, Inc. in the context of an offer involving Dowlais Group plc. This type of disclosure is a specific regulatory filing related to M&A activity, but since it is a mandatory disclosure of shareholding thresholds and dealings, it falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership and changes therein.
2025-10-09 English
Form 8.3 - Dowlais Group plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details positions and dealings in Dowlais Group plc. Since this is a specific regulatory disclosure regarding shareholdings and dealings during a takeover, it falls under the 'Regulatory Filings' category as it does not fit into the specific 'Major Shareholding' (which usually refers to TR-1 filings) or 'Director's Dealing' categories.
2025-10-08 English

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