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SCHWAB CHARLES CORP
SCHWUnited States
47 filed reports · 810 financial concepts · 22 earnings calls · 20 media appearances
Filed reports
47 reports · Jun 2016 to Sep 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 324 operating metrics, 8 guidance figures, 2 earnings-release figures, 10 commentary passages.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 31 | 9,474 | Jun 2016 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 10 | 8,750 | Dec 2016 to Dec 2025 |
| Current · 8-KSEC EDGAR | 6 | 58 | Jun 2021 to Sep 2026 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q3 | 8-K | Sep 30, 2026 | Oct 15, 2026 | 45 | Open |
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Aug 7, 2026 | 761 | Open |
| FY2026 Q2 | 8-K | Jun 30, 2026 | Jul 21, 2026 | 1 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | May 8, 2026 | 476 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 25, 2026 | 1,593 | Open |
| FY2025 Q4 | 8-K | Dec 31, 2025 | Jan 21, 2026 | 1 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Nov 7, 2025 | 498 | Open |
| FY2025 Q2 | 10-Q | Jun 30, 2025 | Aug 8, 2025 | 320 | Open |
| FY2025 Q1 | 10-Q | Mar 31, 2025 | May 9, 2025 | 319 | Open |
| FY2024 | 10-K | Dec 31, 2024 | Feb 26, 2025 | 855 | Open |
| FY2024 Q3 | 10-Q | Sep 30, 2024 | Nov 8, 2024 | 295 | Open |
| FY2024 Q3 | 8-K | Sep 30, 2024 | Oct 15, 2024 | 7 | Open |
Financial data
810 concepts · 18,282 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial768 concepts · 16,231 facts · Dec 2014 to Sep 2026
- Accumulated other comprehensive income loss net of tax58 · Dec 2014 to Jun 2026
- Cash and cash equivalents at carrying value58 · Dec 2014 to Jun 2026
- Net income loss58 · Dec 2014 to Jun 2026
- Net income loss available to common stockholders basic58 · Dec 2014 to Jun 2026
- Noninterest expense58 · Dec 2014 to Jun 2026
- Revenue58 · Dec 2014 to Jun 2026
- Communication57 · Dec 2014 to Jun 2026
- Comprehensive income net of tax57 · Dec 2014 to Jun 2026
- Depreciation and amortization57 · Dec 2014 to Jun 2026
- Income tax expense benefit57 · Dec 2014 to Jun 2026
- Interest income expense net57 · Dec 2014 to Jun 2026
- Interest income operating57 · Dec 2014 to Jun 2026
- Labor and related expense57 · Dec 2014 to Jun 2026
- Marketing and advertising expense57 · Dec 2014 to Jun 2026
- Occupancy net57 · Dec 2014 to Jun 2026
- Other comprehensive income unrealized holding gain loss on securities arising during period before tax57 · Dec 2014 to Jun 2026
- Other expenses57 · Dec 2014 to Jun 2026
- Preferred stock dividends and other adjustments57 · Dec 2014 to Jun 2026
- Professional fees57 · Dec 2014 to Jun 2026
- Savings and other57 · Dec 2015 to Jun 2026
- Accretion amortization of discounts and premiums investments56 · Dec 2014 to Jun 2026
- Increase decrease in accrued liabilities56 · Dec 2014 to Jun 2026
- Increase decrease in deposits56 · Dec 2014 to Jun 2026
- Increase decrease in other operating assets56 · Dec 2014 to Jun 2026
Segment27 concepts · 1,341 facts · Dec 2014 to Jun 2026
- Revenue418 · Dec 2014 to Jun 2026
- Interest income expense net114 · Dec 2014 to Jun 2026
- Noninterest expense114 · Dec 2014 to Jun 2026
- Income loss from continuing operations before income taxes extraordinary items noncontrolling interest92 · Dec 2014 to Jun 2026
- Other income (IFRS)80 · Dec 2014 to Dec 2022
- Depreciation and amortization44 · Dec 2014 to Jun 2026
- Investor Services40 · Dec 2015 to Jun 2026
- Amortization of intangible assets36 · Dec 2018 to Jun 2026
- Fees and commissions36 · Dec 2014 to Sep 2018
- Trading revenue36 · Dec 2014 to Sep 2018
- Communication28 · Dec 2022 to Jun 2026
- Labor and related expense28 · Dec 2022 to Jun 2026
- Marketing and advertising expense28 · Dec 2022 to Jun 2026
- Occupancy net28 · Dec 2022 to Jun 2026
- Other expenses28 · Dec 2022 to Jun 2026
- Professional fees28 · Dec 2022 to Jun 2026
- Provision for loan losses expensed27 · Dec 2014 to Dec 2017
- Payments for restructuring26 · Dec 2020 to Jun 2023
- Restructuring and related cost incurred cost26 · Dec 2020 to Jun 2023
- Restructuring charges26 · Dec 2020 to Jun 2023
- Payments to acquire productive assets24 · Dec 2014 to Dec 2025
- Goodwill19 · Dec 2015 to Dec 2025
- Restructuring reserve accrual adjustment16 · Sep 2021 to Mar 2024
- Compensation and benefits4 · Dec 2020 to Mar 2021
Product3 concepts · 441 facts · Dec 2016 to Jun 2026
- Revenue411 · Dec 2016 to Jun 2026
- Fees and commissions18 · Mar 2017 to Sep 2018
- Trading revenue12 · Mar 2017 to Sep 2018
KPI12 concepts · 269 facts · Jun 2016 to Sep 2026
- Assets Under Management52 · Jun 2016 to Sep 2026
- Assets Under Management YoY Change37 · Jun 2016 to Sep 2026
- Assets Under Custody and Administration36 · Mar 2019 to Sep 2026
- Net Flows34 · Dec 2017 to Sep 2026
- Net Flows YoY Change31 · Dec 2017 to Sep 2026
- Assets Under Custody and Administration YoY Change30 · Mar 2019 to Sep 2026
- Fee-Earning AUM YoY Change24 · Sep 2019 to Jun 2026
- Fee-Earning AUM13 · Sep 2020 to Jun 2026
- Total Client Accounts9 · Jun 2025 to Sep 2026
- Average Deposits1 · Mar 2025
- Average Deposits YoY Change1 · Mar 2025
- Daily Average Trades YoY Change1 · Sep 2026
Segments
1,782 factsFigures broken down by business line, region, product or another axis the company reports on.
Statement business segments5 members · 1,341 facts
- Investor Services656 · Dec 2014 to Jun 2026
- Advisor Services652 · Dec 2014 to Jun 2026
- Intersegment Nonoperating14 · Dec 2019 to Jun 2023
- Investor services11 · Dec 2015 to Dec 2025
- Advisor services8 · Dec 2016 to Dec 2025
Product or servicesrt:ProductOrServiceAxis11 members · 411 facts
- Asset Management And Administration Service44 · Dec 2016 to Jun 2026
- Commissions44 · Dec 2016 to Jun 2026
- Financial Service Other44 · Dec 2016 to Jun 2026
- Investment Advice44 · Dec 2016 to Jun 2026
- Investment Performance44 · Dec 2016 to Jun 2026
- Principal Transactions44 · Dec 2016 to Jun 2026
- Trading Revenue Service44 · Dec 2016 to Jun 2026
- Order Flow Revenue38 · Dec 2018 to Jun 2026
- Bank Deposit Account Fees34 · Dec 2018 to Jun 2026
- Product And Service Other23 · Dec 2021 to Jun 2026
- Fee Waivers8 · Mar 2020 to Sep 2021
Product or serviceus-gaap:ProductOrServiceAxis5 members · 30 facts
- Commissions6 · Mar 2017 to Sep 2018
- Financial Service Other6 · Mar 2017 to Sep 2018
- Investment Advice6 · Mar 2017 to Sep 2018
- Investment Performance6 · Mar 2017 to Sep 2018
- Principal Transactions6 · Mar 2017 to Sep 2018
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary90 claims from 9 reports · Sep 2024 to Sep 2026
- Management discussion (MD&A) commentary236 claims from 8 reports · Sep 2024 to Jun 2026
- Risk-factor changes2 claims from 1 reports · Dec 2025
- Risk factors37 risks from 2 annual reports · 2024 to 2025
Earnings calls
22 calls · Apr 2016 to Oct 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q3Oct 15, 2026
- FY2026 Q2Jul 21, 2026
- FY2026 Q1Apr 16, 2026
- FY2025 Q4Jan 21, 2026
- FY2025 Q3Oct 16, 2025
- FY2025 Q2Jul 18, 2025
- FY2025 Q1Apr 17, 2025
- FY2024 Q4Jan 21, 2025
- FY2024 Q3Oct 15, 2024
- FY2024 Q2Jul 16, 2024
- FY2024 Q1Apr 15, 2024
- FY2023 Q4Jan 17, 2024
- FY2023 Q3Oct 16, 2023
- FY2023 Q2Jul 21, 2023
- FY2022 Q4Jan 27, 2023
- FY2022 Q3Oct 27, 2022
Executive media
20 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- TV interviews9 · Jan 2025 to Jul 2026
- Other appearances7 · Oct 2023 to Jul 2026
- Podcasts4 · Oct 2025 to Oct 2026
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.