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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 2025-12-18 Regulatory Filings
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
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 relation to an offeror or offeree (in this case, 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 'Major Shareholding Notification' (which is typically for 3%+ thresholds) or 'Director's Dealing'. Given the specific nature of the Takeover Code disclosure, it is classified as a Regulatory Filing.
2025-12-18 English
4 Filing
Director's Dealing
2025-12-18 English
Form 8.3
M&A Activity 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'. This form is used by persons with interests in relevant securities representing 1% or more to disclose their positions and dealings in the context of a takeover or merger. Since this document specifically relates to M&A activity (takeover code) and is a mandatory regulatory disclosure, it falls under the 'M&A Activity' category.
2025-12-17 English
Form 8.3
M&A Activity 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 transaction. It details shareholdings and recent dealings by Charles Schwab Investment Management in American Axle & Manufacturing Holdings, Inc. This type of filing is specifically related to M&A activity and major shareholding notifications, but since it is a mandatory regulatory disclosure regarding takeover-related positions, it falls under the M&A Activity category.
2025-12-16 English
Form 8.3
Major Shareholding Notification Classification · 96% confidence The document is a 'Form 8.3', which is a standard regulatory disclosure form used under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details shareholdings and recent dealings by Charles Schwab Investment Management in relation to American Axle & Manufacturing Holdings, Inc. This type of disclosure is a specific regulatory requirement related to M&A activity, but since it is a mandatory disclosure of shareholding thresholds rather than a merger announcement itself, it falls under the category of Major Shareholding Notification.
2025-12-15 English
Form 8.3
Major Shareholding Notification 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 an offeror or offeree company (in this case, American Axle & Manufacturing Holdings, Inc.). This type of disclosure is a specific regulatory requirement related to M&A activity, but because it is a disclosure of shareholding/dealing rather than the M&A announcement itself, it falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership levels and changes.
2025-12-12 English

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