# Schwab Charles Corp (SCHW)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/schwab-charles-corp/ JSON: https://steadybase.io/company/schwab-charles-corp.json Checked Nov 10, 2026. Latest filing read: Nov 6, 2026.

## Company

- Legal name: SCHWAB CHARLES CORP
- Ticker: SCHW, SCHW-PD, SCHW-PJ (NYSE, NYSE, NYSE)
- SEC CIK: 0000316709
- Industry: Security Brokers, Dealers & Flotation Companies (SIC 6211)
- Headquarters: Westlake, TX
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: aboutschwab.com
- Investor relations: https://www.schwab.com/legal/schwab-pricing-guide-for-individual-investors
- LinkedIn: https://www.linkedin.com/company/charles-schwab
- Next earnings date: Jan 19, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $23.9B for the fiscal year ended Dec 31, 2025 (10-K filed Feb 25, 2026). Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html
- Net income: $8.9B for the fiscal year ended Dec 31, 2025 (10-K filed Feb 25, 2026). Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/0000316709-26-000009-index.html
- Employees: 33,000 as of Dec 31, 2025, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm
- Shares outstanding: 1,726,007,705 as of Oct 30, 2026 (10-Q filed Nov 6, 2026). Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000038/0000316709-26-000038-index.html
- Auditor: Deloitte & Touche LLP, Dallas, TX, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm

## Business

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.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Net income |
|---|---|---|
| Dec 31, 2025 | $23.9B | $8.9B |
| Dec 31, 2024 | $19.6B | $5.9B |
| Dec 31, 2023 | $18.8B | $5.1B |
| Dec 31, 2022 | $20.8B | $7.2B |
| Dec 31, 2021 | $18.5B | $5.9B |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/schwab-charles-corp.json

## Officers and directors

- Richard A. Wurster, President & CEO. Source: Form 4 filed May 28, 2026, https://www.sec.gov/Archives/edgar/data/316709/000188926326000005/0001889263-26-000005-index.htm
- Michael D. Verdeschi, CFO. LinkedIn: https://linkedin.com/in/michael-verdeschi-2b53aa17. Source: Form 4 filed Jun 4, 2026, https://www.sec.gov/Archives/edgar/data/316709/000203414026000005/0002034140-26-000005-index.htm
- Dennis Howard, MD, Chief Tech, OPS & Data Off. Source: Form 4 filed Aug 17, 2026, https://www.sec.gov/Archives/edgar/data/316709/000182545426000028/0001825454-26-000028-index.htm
- Nigel J. Murtagh, Chief Risk Officer. LinkedIn: https://linkedin.com/in/nigel-murtagh-b45b0b4. Source: Form 4 filed Aug 10, 2026, https://www.sec.gov/Archives/edgar/data/316709/000164959926000014/0001649599-26-000014-index.htm
- Peter J. Morgan III, General Counsel. Source: Form 4 filed Jul 27, 2026, https://www.sec.gov/Archives/edgar/data/316709/000179291026000006/0001792910-26-000006-index.htm
- Tyler A. Woulfe, MD, Chief Banking Officer. Source: Form 3 filed Jul 10, 2026, https://www.sec.gov/Archives/edgar/data/316709/000213289426000008/0002132894-26-000008-index.htm
- Paul Woolway V., MD, Chief Banking Officer. Source: Form 4 filed Apr 16, 2026, https://www.sec.gov/Archives/edgar/data/316709/000203131326000005/0002031313-26-000005-index.htm
- Dennis W. Howard, Managing Director, Chief Technology, Operations and Data Officer. Source: 10-K filed Feb 25, 2026, https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm
- Paul V. Woolway, Managing Director and Chief Banking Officer. Source: 10-K filed Feb 25, 2026, https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm
- Walter W. Bettinger, Co-Chairman. Source: Form 4 filed Aug 31, 2026, https://www.sec.gov/Archives/edgar/data/316709/000129647926000014/0001296479-26-000014-index.htm
- Charles R. Schwab, Co-Chairman. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/316709/000092373826000046/0000923738-26-000046-index.htm
- Walter W. Bettinger II, Co-Chairman of the Board. Source: 10-K filed Feb 25, 2026, https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm
- Neesha Hathi, MD, Head Wealth Adv, Bnk, Tst. Source: Form 4 filed Sep 2, 2026, https://www.sec.gov/Archives/edgar/data/316709/000187997426000013/0001879974-26-000013-index.htm
- Jonathan S. Beatty, MD, Head of Advisor Services. Source: Form 4 filed Aug 18, 2026, https://www.sec.gov/Archives/edgar/data/316709/000202897726000017/0002028977-26-000017-index.htm
- Jonathan M. Craig, MD, Head of Retail Investing. LinkedIn: https://linkedin.com/in/jonathanmcraig. Source: Form 4 filed Aug 17, 2026, https://www.sec.gov/Archives/edgar/data/316709/000173306526000013/0001733065-26-000013-index.htm

## Recent 8-K events

- Oct 15, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000035/schw-20261015.htm
- Aug 12, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000119312526347083/d42452d8k.htm
- Jul 21, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000027/schw-20260721.htm
- Jun 29, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000119312526288640/d334556d8k.htm
- Jun 1, 2026: Item 5.03, Amendments to articles or bylaws; change in fiscal year; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000119312526251689/d143555d8k.htm
- May 22, 2026: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/316709/000119312526237020/d143412d8k.htm
- May 21, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000119312526234609/d227944d8k.htm
- Apr 22, 2026: Item 3.03, Material modification to rights of security holders; Item 5.03, Amendments to articles or bylaws; change in fiscal year; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000119312526170805/d157689d8k.htm
- Apr 16, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000031670926000016/schw-20260416.htm
- Mar 2, 2026: Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/316709/000119312526084374/d72672d8k.htm

## Insider trades (Form 4)

- Nov 3, 2026: Charles R. Schwab (Co-Chairman) sold 11,675 shares, about $1.0M. Source: https://www.sec.gov/Archives/edgar/data/316709/000092373826000050/0000923738-26-000050-index.htm
- Nov 2, 2026: Neesha Hathi (MD, Head Wealth Adv, Bnk, Tst) sold 5,000 shares, about $444,618. Source: https://www.sec.gov/Archives/edgar/data/316709/000187997426000017/0001879974-26-000017-index.htm
- Oct 29, 2026: Charles R. Schwab (Co-Chairman) sold 203,150 shares, about $18.1M. Source: https://www.sec.gov/Archives/edgar/data/316709/000092373826000048/0000923738-26-000048-index.htm
- Oct 1, 2026: Neesha Hathi (MD, Head Wealth Adv, Bnk, Tst) sold 5,000 shares, about $489,007. Source: https://www.sec.gov/Archives/edgar/data/316709/000187997426000015/0001879974-26-000015-index.htm
- Sep 1, 2026: Neesha Hathi (MD, Head Wealth Adv, Bnk, Tst) sold 3,177 shares, about $346,420. Source: https://www.sec.gov/Archives/edgar/data/316709/000187997426000013/0001879974-26-000013-index.htm
- Aug 28, 2026: Neesha Hathi (MD, Head Wealth Adv, Bnk, Tst) sold 3,177 shares, about $343,497. Source: https://www.sec.gov/Archives/edgar/data/316709/000187997426000010/0001879974-26-000010-index.htm
- Aug 28, 2026: Walter W. Bettinger (Co-Chairman) sold 74,388 shares, about $8.3M. Source: https://www.sec.gov/Archives/edgar/data/316709/000129647926000014/0001296479-26-000014-index.htm
- Aug 26, 2026: Carolyn Schwab-Pomerantz (Director) sold 9,175 shares, about $1.0M. Source: https://www.sec.gov/Archives/edgar/data/316709/000195078726000016/0001950787-26-000016-index.htm
- Aug 24, 2026: Walter W. Bettinger (Co-Chairman) sold 176,210 shares, about $20.0M. Source: https://www.sec.gov/Archives/edgar/data/316709/000129647926000011/0001296479-26-000011-index.htm
- Aug 24, 2026: Charles R. Schwab (Co-Chairman) sold 117,000 shares, about $13.2M. Source: https://www.sec.gov/Archives/edgar/data/316709/000092373826000044/0000923738-26-000044-index.htm
- Aug 17, 2026: Jonathan S. Beatty (MD, Head of Advisor Services) sold 1,000 shares, about $111,330. Source: https://www.sec.gov/Archives/edgar/data/316709/000202897726000017/0002028977-26-000017-index.htm
- Aug 14, 2026: Jonathan M. Craig (MD, Head of Retail Investing) sold 21,866 shares, about $2.4M. Source: https://www.sec.gov/Archives/edgar/data/316709/000173306526000013/0001733065-26-000013-index.htm
- Aug 13, 2026: Dennis Howard (MD, Chief Tech, OPS & Data Off) sold 2,198 shares, about $241,780. Source: https://www.sec.gov/Archives/edgar/data/316709/000182545426000028/0001825454-26-000028-index.htm
- Aug 12, 2026: Charles R. Schwab (Co-Chairman) sold 46,410 shares, about $5.0M. Source: https://www.sec.gov/Archives/edgar/data/316709/000092373826000040/0000923738-26-000040-index.htm
- Aug 11, 2026: Charles R. Schwab (Co-Chairman) sold 46,445 shares, about $5.0M. Source: https://www.sec.gov/Archives/edgar/data/316709/000092373826000038/0000923738-26-000038-index.htm

## Latest filings

- 8-K filed Oct 15, 2026: https://www.sec.gov/Archives/edgar/data/316709/000031670926000035/schw-20261015.htm
- 10-K filed Feb 25, 2026: https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm
- 10-Q filed Aug 7, 2026: https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/schw-20260630.htm
- DEF 14A filed Apr 6, 2026: https://www.sec.gov/Archives/edgar/data/316709/000119312526142826/d930509ddef14a.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/