Sign inStart free

Financials · Security Brokers, Dealers & Flotation Companies

SCHW Charles Schwab Corp SEC Filings & Insider Trading Activity 2026

company
CIK 316709131 filings
S&P 500
Follow SCHW for alertsAsk AI about SCHW

SCHW at a glance

Charles Schwab Corp (SCHW, SEC CIK 316709) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), Charles Schwab Corp (SCHW) reported revenue of $23.9 billion (up 22.0% from FY2024) and net income of $8.9 billion. Diluted EPS was $4.65.
  • As of June 30, 2026, 61 institutional investment managers tracked by SignalX reported holding Charles Schwab Corp (SCHW) shares worth $62.7 billion in 13F-HR filings.
  • The most recent insider open-market sale reported on Form 4 was by Hathi Neesha on October 1, 2026 of 5,000 shares at $97.80 per share.
  • In the last 90 days, SCHW insiders reported 0 open-market purchases ($0) and 34 open-market sales ($141.5M) on Form 4, a net sale of $141.5M.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$23.9B
+22.0% vs prior year
Insiders · 90 days
0 buys · 34 sells
Net −$141.5M
13F holders
61 funds
$62.7B · +1 vs prior quarter
Latest 8-K
Aug 12, 2026
Item 8.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Outlook: growth initiatives, crypto trading, Forge integration, regulatory changes, and interest-rate risks cited as forward-looking factors

AI summary of the SCHW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Aug 12, 2026Full analysis →

Item 8.01: Other Events

  • $2.6B senior debt issuance: $1.25B due 2032 and $1.35B due 2037
  • Fixed-to-floating coupons of 5.108% and 5.655%, respectively, increasing future interest-rate exposure
Filed Jul 21, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Q2 2026 financial results for quarter ended June 30, 2026
  • Press release furnished as Exhibit 99.1 contains the substantive earnings details

Item EX-99.1: Item EX-99.1

  • Record 2Q26 net revenues of $7.1B, up 21% YoY, with GAAP EPS $1.54, up 43%, signaling strong operating momentum
  • Core net new assets $119.8B, up 49%, and June inflows $62.7B, supporting durable client and asset-gathering growth
Filed Jun 29, 2026Full analysis →

Item 8.01: Other Events

  • $1.0 billion senior notes issued June 25, 2026, maturing 2029
  • 4.603% fixed-to-floating coupon creates refinancing and future-rate exposure

AI summaries of SCHW 8-K current reports filed with the SEC. What 8-K item codes mean

SignalX for SCHW

Don't miss the next SCHW filing

  • Alerts as it files. A push when SCHW files an 8-K or an insider trades.
  • Fund moves. Which tracked funds opened, added or cut SCHW, by share count.
  • Ask anything. An AI agent that reads every SCHW filing and answers with sources.
Follow SCHW for alertsAsk AI about SCHW
Compare plans →

SCHW alerts on your phone. Follow it in the SignalX Android app.

Get it on Google Play

Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Ellis Stephen AAOct 1, 2026-
Ruffel Charles A.AOct 1, 2026-
Hathi NeeshaMOct 1, 2026$41.98
Hathi NeeshaSellOct 1, 2026$97.80
Brown Marianne CatherineAOct 1, 2026-
HERRINGER FRANK CAOct 1, 2026-
Hathi NeeshaMOct 1, 2026-
Ellis Stephen AMSep 23, 2026$31.48
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$18.8B$19.6B$23.9B
Net Income$5.1B$5.9B$8.9B
Net Margin26.9%30.3%37.0%
Balance Sheet
Total Assets-$479.8B$491.0B
Equity$41.0B$48.4B$49.4B
ROE12.4%12.3%17.9%
Per Share
EPS$2.54$2.99$4.65
Cash Flow
Operating CF$19.6B$2.7B$9.3B
CapEx$700.0M$620.0M$548.0M

Source: XBRL data in Charles Schwab Corp (SCHW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate SCHW share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
SCHW shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202661$62.70B
Q1 202660$64.97B
Q4 202559$67.95B
Q3 202560$74.40B
Q2 202556$66.81B
Q1 202552$41.48B
Q4 202447$24.94B
Q3 202445$11.54B
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 440 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

SCHW filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

10-K annual reports

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
4Oct 5, 2026--
4Oct 5, 2026--
4Oct 5, 2026--
4Oct 5, 2026--
4Oct 5, 2026--
4Sep 25, 2026--
4Sep 2, 2026--
4Aug 31, 2026--
4Aug 31, 2026--
4Aug 28, 2026--
4Aug 27, 2026--
4Aug 26, 2026--
4Aug 26, 2026--
4Aug 19, 2026--
4Aug 18, 2026--
4Aug 17, 2026--
4Aug 17, 2026--
4Aug 13, 2026--
8-KAug 12, 2026Analysis-
4Aug 11, 2026--
4Aug 10, 2026--
4Aug 10, 2026--
4Aug 10, 2026--
10-QAug 7, 2026Analysis
4Aug 7, 2026--

Related Financials companies

All Financials →

SCHW SEC filings: frequently asked questions

Are SCHW insiders buying or selling?

In the last 90 days, Charles Schwab Corp (SCHW) officers, directors and 10% owners reported no open-market purchases and 34 open-market sales worth $141.5 million by 10 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.

Which institutions hold SCHW stock?

As of June 30, 2026, the largest Charles Schwab Corp (SCHW) holders among the 13F filers tracked by SignalX were BlackRock ($12.4 billion), Vanguard Capital Management LLC ($9.9 billion), State Street Corp ($6.8 billion), JPMorgan Chase & Co ($4.5 billion), FMR LLC (Fidelity) ($4.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.

What was SCHW's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Charles Schwab Corp (SCHW) reported revenue of $23.9 billion (up 22.0% from FY2024) and net income of $8.9 billion. Diluted EPS was $4.65. The figures come from the XBRL data in the 10-K.

What did SCHW report in its latest 8-K?

Charles Schwab Corp (SCHW) filed an 8-K on August 12, 2026 reporting Item 8.01 (Other Events). $2.6B senior debt issuance: $1.25B due 2032 and $1.35B due 2037.

What are the latest SCHW SEC filings?

Charles Schwab Corp (SCHW) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 5, 2026.

What is SCHW's SEC CIK number?

Charles Schwab Corp (SCHW)'s SEC Central Index Key (CIK) is 316709. EDGAR lists every SCHW filing under that number.

Ask anything about SCHW

The research agent reads SCHW's filings, financials, insider trades and 13F holders, then answers with sources.

Start free