{
  "name": "Schwab Charles Corp",
  "legal_name": "SCHWAB CHARLES CORP",
  "ticker": "SCHW",
  "tickers": [
    "SCHW",
    "SCHW-PD",
    "SCHW-PJ"
  ],
  "cik": "0000316709",
  "page_url": "https://steadybase.io/company/schwab-charles-corp/",
  "markdown_url": "https://steadybase.io/company/schwab-charles-corp.md",
  "json_url": "https://steadybase.io/company/schwab-charles-corp.json",
  "as_of": "2026-11-10",
  "last_filed": "2026-11-06",
  "industry": {
    "sic": "6211",
    "description": "Security Brokers, Dealers & Flotation Companies"
  },
  "headquarters": {
    "city": "Westlake",
    "state": "TX",
    "country": "US"
  },
  "exchanges": [
    "NYSE",
    "NYSE",
    "NYSE"
  ],
  "fiscal_year_end": "December 31",
  "filer_category": "Large accelerated filer",
  "state_of_incorporation": "DE",
  "website": "aboutschwab.com",
  "investor_relations_url": "https://www.schwab.com/legal/schwab-pricing-guide-for-individual-investors",
  "linkedin_company_url": "https://www.linkedin.com/company/charles-schwab",
  "summary": {
    "text": "The Charles Schwab Corporation (CSC) is a savings and loan holding company. CSC engages, through its subsidiaries (collectively referred to as Schwab or the Company), in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.2 million banking accounts.",
    "section": "Item 1. Business",
    "period_end": "2025-12-31",
    "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm"
  },
  "key_facts": [
    {
      "key": "revenue",
      "label": "Revenue",
      "value": 23921000000,
      "unit": "USD",
      "period_start": "2025-01-01",
      "period_end": "2025-12-31",
      "basis": "filing_fact",
      "form": "10-K",
      "filed": "2026-02-25",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html",
      "text": "Revenue: $23.9B for the fiscal year ended Dec 31, 2025 (10-K filed Feb 25, 2026)."
    },
    {
      "key": "net_income",
      "label": "Net income",
      "value": 8852000000,
      "unit": "USD",
      "period_start": "2025-01-01",
      "period_end": "2025-12-31",
      "basis": "filing_fact",
      "form": "10-K",
      "filed": "2026-02-25",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html",
      "text": "Net income: $8.9B for the fiscal year ended Dec 31, 2025 (10-K filed Feb 25, 2026)."
    },
    {
      "key": "employees",
      "label": "Employees",
      "value": 33000,
      "unit": "people",
      "period_end": "2025-12-31",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm",
      "text": "Employees: 33,000 as of Dec 31, 2025, as reported in an SEC filing."
    },
    {
      "key": "shares_outstanding",
      "label": "Shares outstanding",
      "value": 1726007705,
      "unit": "shares",
      "period_end": "2026-10-30",
      "form": "10-Q",
      "filed": "2026-11-06",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000038/0000316709-26-000038-index.html",
      "text": "Shares outstanding: 1,726,007,705 as of Oct 30, 2026 (10-Q filed Nov 6, 2026)."
    },
    {
      "key": "auditor",
      "label": "Auditor",
      "value": "Deloitte & Touche LLP",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm",
      "text": "Auditor: Deloitte & Touche LLP, Dallas, TX, named in the latest 10-K."
    }
  ],
  "metrics": {
    "revenue": [
      {
        "period_start": "2025-01-01",
        "period_end": "2025-12-31",
        "value": 23921000000,
        "unit": "USD",
        "basis": "filing_fact",
        "form": "10-K",
        "filed": "2026-02-25",
        "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html"
      },
      {
        "period_start": "2024-01-01",
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        "value": 19606000000,
        "unit": "USD",
        "basis": "filing_fact",
        "form": "10-K",
        "filed": "2026-02-25",
        "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html"
      },
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        "period_start": "2023-01-01",
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        "value": 18837000000,
        "unit": "USD",
        "basis": "filing_fact",
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        "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html"
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        "unit": "USD",
        "basis": "filing_fact",
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        "filed": "2025-02-26",
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    ],
    "net_income": [
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        "period_end": "2025-12-31",
        "value": 8852000000,
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        "basis": "filing_fact",
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        "filed": "2026-02-25",
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        "filed": "2026-02-25",
        "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html"
      },
      {
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        "value": 5067000000,
        "unit": "USD",
        "basis": "filing_fact",
        "form": "10-K",
        "filed": "2026-02-25",
        "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html"
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        "unit": "USD",
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        "form": "10-K",
        "filed": "2025-02-26",
        "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670925000010/0000316709-25-000010-index.html"
      },
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        "value": 5855000000,
        "unit": "USD",
        "basis": "filing_fact",
        "form": "10-K",
        "filed": "2024-02-23",
        "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670924000018/0000316709-24-000018-index.html"
      }
    ]
  },
  "next_earnings": {
    "date": "2027-01-19",
    "confidence": "estimate",
    "webcast_url": null
  },
  "people": [
    {
      "name": "Richard A. Wurster",
      "title": "President & CEO",
      "role": "both",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-05-28",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000188926326000005/0001889263-26-000005-index.htm"
    },
    {
      "name": "Michael D. Verdeschi",
      "title": "CFO",
      "role": "officer",
      "linkedin_url": "https://linkedin.com/in/michael-verdeschi-2b53aa17",
      "form": "4",
      "filed": "2026-06-04",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000203414026000005/0002034140-26-000005-index.htm"
    },
    {
      "name": "Dennis Howard",
      "title": "MD, Chief Tech, OPS & Data Off",
      "role": "officer",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-08-17",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000182545426000028/0001825454-26-000028-index.htm"
    },
    {
      "name": "Nigel J. Murtagh",
      "title": "Chief Risk Officer",
      "role": "officer",
      "linkedin_url": "https://linkedin.com/in/nigel-murtagh-b45b0b4",
      "form": "4",
      "filed": "2026-08-10",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000164959926000014/0001649599-26-000014-index.htm"
    },
    {
      "name": "Peter J. Morgan III",
      "title": "General Counsel",
      "role": "officer",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-07-27",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000179291026000006/0001792910-26-000006-index.htm"
    },
    {
      "name": "Tyler A. Woulfe",
      "title": "MD, Chief Banking Officer",
      "role": "officer",
      "linkedin_url": null,
      "form": "3",
      "filed": "2026-07-10",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000213289426000008/0002132894-26-000008-index.htm"
    },
    {
      "name": "Paul Woolway V.",
      "title": "MD, Chief Banking Officer",
      "role": "officer",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-04-16",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000203131326000005/0002031313-26-000005-index.htm"
    },
    {
      "name": "Dennis W. Howard",
      "title": "Managing Director, Chief Technology, Operations and Data Officer",
      "role": "both",
      "linkedin_url": null,
      "form": "10-K",
      "filed": "2026-02-25",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm"
    },
    {
      "name": "Paul V. Woolway",
      "title": "Managing Director and Chief Banking Officer",
      "role": "both",
      "linkedin_url": null,
      "form": "10-K",
      "filed": "2026-02-25",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm"
    },
    {
      "name": "Walter W. Bettinger",
      "title": "Co-Chairman",
      "role": "both",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-08-31",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000129647926000014/0001296479-26-000014-index.htm"
    },
    {
      "name": "Charles R. Schwab",
      "title": "Co-Chairman",
      "role": "both",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-08-28",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000092373826000046/0000923738-26-000046-index.htm"
    },
    {
      "name": "Walter W. Bettinger II",
      "title": "Co-Chairman of the Board",
      "role": "both",
      "linkedin_url": null,
      "form": "10-K",
      "filed": "2026-02-25",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm"
    },
    {
      "name": "Neesha Hathi",
      "title": "MD, Head Wealth Adv, Bnk, Tst",
      "role": "officer",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-09-02",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000187997426000013/0001879974-26-000013-index.htm"
    },
    {
      "name": "Jonathan S. Beatty",
      "title": "MD, Head of Advisor Services",
      "role": "officer",
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      "form": "4",
      "filed": "2026-08-18",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000202897726000017/0002028977-26-000017-index.htm"
    },
    {
      "name": "Jonathan M. Craig",
      "title": "MD, Head of Retail Investing",
      "role": "officer",
      "linkedin_url": "https://linkedin.com/in/jonathanmcraig",
      "form": "4",
      "filed": "2026-08-17",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000173306526000013/0001733065-26-000013-index.htm"
    }
  ],
  "events_8k": [
    {
      "filed": "2026-10-15",
      "items": [
        {
          "item": "2.02",
          "label": "Results of operations and financial condition (earnings release)",
          "signal": "earnings"
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        {
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          "signal": "exhibits"
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      ],
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000035/schw-20261015.htm"
    },
    {
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          "signal": "other"
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        {
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      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000119312526347083/d42452d8k.htm"
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      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000027/schw-20260721.htm"
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      "items": [
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          "label": "Amendments to articles or bylaws; change in fiscal year",
          "signal": "governance"
        },
        {
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          "signal": "exhibits"
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      ],
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000119312526251689/d143555d8k.htm"
    },
    {
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      "items": [
        {
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          "label": "Submission of matters to a vote of security holders",
          "signal": "governance"
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      ],
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000119312526237020/d143412d8k.htm"
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      "owner": "Charles R. Schwab",
      "role": "Co-Chairman",
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      "owner": "Carolyn Schwab-Pomerantz",
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    {
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    {
      "owner": "Charles R. Schwab",
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      "value_usd": 13244400,
      "date": "2026-08-24",
      "filed": "2026-08-26",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000092373826000044/0000923738-26-000044-index.htm"
    },
    {
      "owner": "Jonathan S. Beatty",
      "role": "MD, Head of Advisor Services",
      "action": "sold",
      "code": "S",
      "shares": 1000,
      "value_usd": 111330,
      "date": "2026-08-17",
      "filed": "2026-08-18",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000202897726000017/0002028977-26-000017-index.htm"
    },
    {
      "owner": "Jonathan M. Craig",
      "role": "MD, Head of Retail Investing",
      "action": "sold",
      "code": "S",
      "shares": 21866,
      "value_usd": 2427782,
      "date": "2026-08-14",
      "filed": "2026-08-17",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000173306526000013/0001733065-26-000013-index.htm"
    },
    {
      "owner": "Dennis Howard",
      "role": "MD, Chief Tech, OPS & Data Off",
      "action": "sold",
      "code": "S",
      "shares": 2198,
      "value_usd": 241780,
      "date": "2026-08-13",
      "filed": "2026-08-17",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000182545426000028/0001825454-26-000028-index.htm"
    },
    {
      "owner": "Charles R. Schwab",
      "role": "Co-Chairman",
      "action": "sold",
      "code": "S",
      "shares": 46410,
      "value_usd": 5020634,
      "date": "2026-08-12",
      "filed": "2026-08-13",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000092373826000040/0000923738-26-000040-index.htm"
    },
    {
      "owner": "Charles R. Schwab",
      "role": "Co-Chairman",
      "action": "sold",
      "code": "S",
      "shares": 46445,
      "value_usd": 5005842,
      "date": "2026-08-11",
      "filed": "2026-08-11",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000092373826000038/0000923738-26-000038-index.htm"
    }
  ],
  "quotes": [],
  "latest_filings": [
    {
      "form": "8-K",
      "filed": "2026-10-15",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000035/schw-20261015.htm"
    },
    {
      "form": "10-K",
      "filed": "2026-02-25",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm"
    },
    {
      "form": "10-Q",
      "filed": "2026-08-07",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/schw-20260630.htm"
    },
    {
      "form": "DEF 14A",
      "filed": "2026-04-06",
      "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000119312526142826/d930509ddef14a.htm"
    }
  ],
  "source": "SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from."
}