NYSE: SCHW

The Charles Schwab Corporation

Financial Services | Financial - Capital Markets

Market prices for SCHW are shown to signed-in users (sign in). This public page shows the company’s SEC filings and filed figures, without a price or any ratio that depends on one.

EPS (TTM)$5.49

The Charles Schwab Corporation (NYSE: SCHW) is a capital markets company. Figures from SEC EDGAR; updated 2026-10-18 22:22 UTC.

What The Charles Schwab Corporation does

Charles Schwab Corporation is a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services through two business segments. The Investor Services segment serves individual investors and businesses with retail brokerage, investment advisory, banking, and retirement plan services, while the Advisor Services segment serves independent registered investment advisors and recordkeepers with custodial and trading support.

Summarized from The Charles Schwab Corporation’s SEC filings · AI-generated analysis. Not investment advice. May contain errors. · Read the filing ↗

Key facts

Valuation	8-K 2026-08-12
EPS (TTM)	$5.49
Return on equity	17.91%

Revenue Trend

Annual Revenue · Open in Platform →

SEC Filings

SEC EDGAR ↗

Recent Insider Activity (last 90 days)

Source: SEC EDGAR · Filed 2026-10-05

2026-10-05DirectorRestricted Stock UnitsAward407—
2026-10-05MD, Head Wealth Adv, Bnk, TstOption exercise5,000$209.9K
2026-10-05MD, Head Wealth Adv, Bnk, TstNonqualified Stock Option (right to buy)Option exercise-5,000—

Top Institutional Holders (latest 13F)

Source: SEC EDGAR · As of 2026-Q2

BlackRock, Inc.134,414,949$12.40B+3.5%
VANGUARD CAPITAL MANAGEMENT LLC107,329,957$9.90B-0.9%
DODGE & COX76,968,323$7.10B+2.6%

View QoQ ownership changes →Full institutional ownership →

Recent 8-K Events (parsed from SEC filings)All events →

Source: SEC EDGAR 8-K filings · Interpretation: Oxford Ledge parser · Confidence-filtered ≥ 0.50

2024-10-01Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersEstimatedSEC 8-K →
2024-05-16Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersEstimatedSEC 8-K →
2021-10-15Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersEstimatedSEC 8-K →

Company news

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Questions this page answers

What does The Charles Schwab Corporation do?

When did SCHW last file with the SEC?

The Charles Schwab Corporation's most recent SEC filing on record is a 8-K filed 2026-08-12. All filings link to their SEC EDGAR originals above.

Where does this data come from?

SEC EDGAR filings, with the company profile (sector, industry, exchange) from public data providers, fetched 2026-10-18 22:22 UTC. This page is also available as JSON at /api/data?ticker=SCHW and is emitted with FAQPage structured data for machine reading.

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