The Charles Schwab (SCHW) SEC Filings: History & Chart

The Charles Schwab Corporation(SCHW)

Financial - Capital Markets · Westlake, TX

$106.87+0.00 (+0.00%)

Delayed quote: Sep 8, 2026, 4:00 PM EDT

About The Charles Schwab Corporation

The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

Westlake, TX

33,700 employees

www.aboutschwab.com

Financial Services / Financial - Capital Markets

Sector: Financial Services
Industry: Financial - Capital Markets
CEO: Richard Andrew Wurster

View full financials

Form	Filing Date	Accepted	Document
4	Sep 2, 2026	Sep 2, 2026	View filing
4	Aug 31, 2026	Aug 31, 2026	View filing
4	Aug 31, 2026	Aug 31, 2026	View filing
4	Aug 28, 2026	Aug 28, 2026	View filing
4	Aug 27, 2026	Aug 27, 2026	View filing
4	Aug 26, 2026	Aug 26, 2026	View filing
4	Aug 26, 2026	Aug 26, 2026	View filing
4	Aug 19, 2026	Aug 19, 2026	View filing
4	Aug 18, 2026	Aug 18, 2026	View filing
4	Aug 17, 2026	Aug 17, 2026	View filing
4	Aug 17, 2026	Aug 17, 2026	View filing
4	Aug 13, 2026	Aug 13, 2026	View filing
8-K	Aug 12, 2026	Aug 12, 2026	View filing
424B5	Aug 12, 2026	Aug 12, 2026	View filing
4	Aug 11, 2026	Aug 11, 2026	View filing
FWP	Aug 11, 2026	Aug 10, 2026	View filing
4	Aug 10, 2026	Aug 10, 2026	View filing
4	Aug 10, 2026	Aug 10, 2026	View filing
4	Aug 10, 2026	Aug 10, 2026	View filing
424B5	Aug 10, 2026	Aug 10, 2026	View filing
4	Aug 7, 2026	Aug 7, 2026	View filing
4	Aug 7, 2026	Aug 7, 2026	View filing
10-Q	Aug 7, 2026	Aug 7, 2026	View filing
4	Aug 5, 2026	Aug 5, 2026	View filing
4	Aug 4, 2026	Aug 4, 2026	View filing
4	Aug 4, 2026	Aug 4, 2026	View filing
4	Jul 30, 2026	Jul 30, 2026	View filing
4	Jul 30, 2026	Jul 30, 2026	View filing
4	Jul 30, 2026	Jul 30, 2026	View filing
4	Jul 29, 2026	Jul 29, 2026	View filing

SEC Filings

Recent Filings