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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 2026-01-30 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
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 in relation to an offeror or offeree (in this case, Dauch Corporation). This type of filing is specifically designed for major shareholding notifications and disclosures during M&A activity, fitting the 'Major Shareholding Notification' category.
2026-01-30 English
Form 8.3
Regulatory Filings Classification · 95% 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 dealings in Dowlais Group plc. Since this is a specific regulatory disclosure regarding share ownership and dealings during a takeover, it falls under the category of Major Shareholding Notification (MRQ), which covers notifications of significant share ownership levels and related disclosures.
2026-01-29 English
Form 8.3
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 (offer period). It details shareholdings and dealings in the securities of 'Dauch Corporation' and 'Dowlais Group plc'. Since this is a specific regulatory disclosure regarding major shareholding interests in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2026-01-29 English
8-K Filing
Regulatory Filings
2026-01-29 English
Form 8.3
Regulatory Filings Classification · 95% 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 dealings in 'Dowlais Group plc'. Since this is a specific regulatory disclosure regarding share ownership and dealings during a takeover, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant share ownership levels and related regulatory disclosures of this nature.
2026-01-28 English
Form 8.3
Regulatory Filings Classification · 95% 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 relation to an offeror/offeree (Dauch Corporation). This type of filing is a specific regulatory requirement for M&A-related activity and does not fit into the other categories like 10-K or ER. Given it is a specific regulatory disclosure form, 'RNS' (Regulatory Filings) is the most appropriate classification.
2026-01-28 English

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