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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 2025-12-02 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' 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. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions rather than a merger announcement or takeover bid document itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure to a Regulatory Information Service.
2025-12-02 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. It details shareholdings and dealings in American Axle & Manufacturing Holdings, Inc. in the context of a takeover offer. Since this is a specific regulatory disclosure related to M&A activity and shareholding thresholds, it falls under the 'M&A Activity' (TAR) category as it pertains to takeover-related disclosures.
2025-12-01 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 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 related to M&A activity, but it is distinct from a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the 'Regulatory Filings' category as a fallback for specialized disclosures that do not fit into the other specific categories like DIRS (which is for directors' dealings) or MRQ (which is for major shareholding notifications).
2025-11-28 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 relation to a takeover offer (American Axle & Manufacturing Holdings, Inc. and Dowlais Group plc). While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the 'Regulatory Filings' category.
2025-11-26 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. It details shareholdings and transactions in American Axle & Manufacturing Holdings, Inc. by Charles Schwab Investment Management, Inc. This type of filing is a specific regulatory requirement related to M&A activity (takeover bids), but since it is a disclosure of shareholding positions and dealings rather than the M&A announcement itself, it falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership and changes therein.
2025-11-25 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. It details shareholdings and dealings in American Axle & Manufacturing Holdings, Inc. and mentions Dowlais Group plc as a party to the offer. Since this is a specific regulatory disclosure related to M&A activity and does not fit into the other categories like 'TAR' (which is for the merger announcement itself) or 'MRQ' (which is for major shareholding notifications), it is best classified as a Regulatory Filing (RNS).
2025-11-24 English

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