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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 2025-09-23 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 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 company. This specific type of disclosure is a regulatory requirement related to M&A activity (takeover bids), but because it is a specific disclosure form for major shareholding/dealing activity during a takeover, it falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership changes and dealings.
2025-09-23 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 shareholdings and dealings in Dowlais Group plc. Since this is a specific regulatory disclosure regarding share ownership and M&A-related activity that does not fit into the other categories like 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'M&A Activity' (which refers to the deal itself), it is best classified as a Regulatory Filing (RNS).
2025-09-22 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 filing under the UK Takeover Code used by persons with interests in relevant securities representing 1% or more to disclose their positions and dealings in relation to an offeror or offeree. This specific document details share purchases and sales by Charles Schwab Investment Management, Inc. regarding American Axle & Manufacturing Holdings, Inc. in the context of a takeover situation. While it involves shareholdings, it is a specific regulatory disclosure form rather than a general major shareholding notification (MRQ) or director's dealing (DIRS). Given the specific nature of the Takeover Code disclosure, it falls under the category of Regulatory Filings (RNS).
2025-09-22 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 offer period. It details shareholdings and recent dealings by Charles Schwab Investment Management in American Axle & Manufacturing Holdings, Inc. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes related to takeover activity.
2025-09-19 English
Form 8.3 - Dowlais Group plc
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. It details shareholdings and recent transactions in Dowlais Group plc. Since this is a specific regulatory disclosure form related to takeover activity and share ownership thresholds, it falls under the category of Regulatory Filings (RNS) as it does not fit into the specific categories of Major Shareholding Notification (which usually refers to TR-1 forms) or other specific corporate reports.
2025-09-18 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 offer period. It details shareholdings and recent dealings by Charles Schwab Investment Management in American Axle & Manufacturing Holdings, Inc. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership changes and positions related to takeover activity.
2025-09-18 English

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