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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 2026-01-20 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 · 96% 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 of an offeror or offeree company during a takeover period. It details shareholdings, positions, and recent dealings. Since this is a specific regulatory disclosure related to M&A activity (takeover code) but does not fit the 'TAR' (M&A Activity) category which is for company-level announcements, it falls under the 'RNS' (Regulatory Filings) category as a standard regulatory disclosure.
2026-01-20 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 offer period. It details shareholdings and recent dealings in American Axle & Manufacturing Holdings, Inc. by Charles Schwab Investment Management. 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.
2026-01-16 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 Disclosure/Dealing Disclosure'. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more in the context of a takeover offer (American Axle & Manufacturing Holdings, Inc.). This type of disclosure is a specific regulatory requirement for M&A activity and does not fit into the other categories like 10-K or ER. Since it is a specific regulatory filing regarding M&A-related shareholding, it falls under the 'Regulatory Filings' (RNS) category as the most appropriate fallback for this type of disclosure.
2026-01-15 English
Form 8.3
Major Shareholding Notification Classification · 97% 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 in American Axle & Manufacturing Holdings, Inc. by Charles Schwab Investment Management. Since this is a specific regulatory disclosure related to M&A activity and share ownership thresholds, it falls under the 'M&A Activity' category as it pertains to takeover-related disclosures.
2026-01-14 English
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 disclosures and dealing disclosures by persons with interests in relevant securities representing 1% or more. This document specifically details share dealings and positions in American Axle & Manufacturing Holdings, Inc. in the context of a takeover or offer. Since it is a regulatory disclosure regarding shareholdings and dealings, it falls under the 'Major Shareholding Notification' category.
2026-01-13 English
FRN Variable Rate Fix
Interest Rate Update/Notice Classification · 100% confidence The document is a formal notice regarding the determination of an interest rate for a specific financial instrument (Newday Funding Master Issuer Plc, Series 2023-1 Class C). It explicitly lists the benchmark rate, margin, total interest rate, and payment dates. This aligns perfectly with the definition of an Interest Rate Update/Notice.
2026-01-12 English

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