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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 2,961 across all filing types
Latest filing 2026-06-01 Share Issue/Capital Cha…
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
8-K
Share Issue/Capital Change Classification · 85% confidence The document is a Form 8-K current report disclosing the filing of a Certificate of Elimination removing a series of preferred stock from the company’s charter. This constitutes a capital structure change (elimination of a share class) rather than a financing raise, management change, or repurchase. Therefore it aligns with a Share Issue/Capital Change announcement (SHA).
2026-06-01 English
8-K
Declaration of Voting Results & Voting Rights Announcements Classification · 90% confidence The document is an SEC Form 8-K reporting Item 5.07: Submission of Matters to a Vote of Security Holders, including detailed voting results for director elections, auditor ratification, executive compensation advisory vote, and bylaw amendments. This corresponds exactly to a Declaration of Voting Results & Voting Rights Announcement.
2026-05-22 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K "Current Report" filed under the Exchange Act, specifically Item 8.01 "Other Events" announcing the issuance of $2.25 billion in Fixed-to-Floating Rate Senior Notes (debt financing). This is a direct update on the company’s capital raising and debt issuance, which falls squarely under “Capital/Financing Update” (CAP).
2026-05-21 English
424B5
Capital/Financing Update Classification · 98% confidence The document is a prospectus supplement (Form 424B5) filed with the SEC for a debt offering – specifically $1.0B of 4.744% fixed-to-floating rate senior notes due 2030 and $1.25B of 5.493% fixed-to-floating rate senior notes due 2037 by The Charles Schwab Corporation. It details the terms of a securities issuance and underwriting arrangements. This is a capital markets financing update rather than an earnings release, annual report, or other category. Therefore, it falls under the “Capital/Financing Update” category (Code CAP).
2026-05-20 English
FWP
Capital/Financing Update Classification · 90% confidence The document is a Free Writing Prospectus (FWP) filed under SEC Rule 433 outlining the terms of a new bond issuance (two tranches of fixed‐to‐floating rate senior notes). It provides detailed financing terms (principal amounts, coupons, maturities, redemption features, underwriters, etc.), which is a clear update on a capital raising activity. Under the defined taxonomy, this falls into the Capital/Financing Update category (CAP).
2026-05-18 English
424B5
Capital/Financing Update Classification · 85% confidence The document is a SEC Form 424(b)(5) preliminary prospectus supplement for The Charles Schwab Corporation’s offering of fixed-to-floating rate and floating rate senior notes. It details the terms of the debt issuance, interest rates, maturities, underwriting, and legal disclaimers. This is clearly a fundraising / financing activity document, which falls under the “Capital/Financing Update” category rather than a standard regulatory announcement or an annual/interim report. Therefore, it should be classified as a CAP (Capital/Financing Update).
2026-05-18 English

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