• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Charles Schwab Corporation filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

    4/17/25 4:17:48 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance
    Get the next $SCHW alert in real time by email
    schw-20250417
    SCHWAB CHARLES CORPfalse000031670900003167092025-04-172025-04-170000316709us-gaap:CommonStockMember2025-04-172025-04-170000316709us-gaap:SeriesDPreferredStockMember2025-04-172025-04-170000316709schw:SeriesJPreferredStockMember2025-04-172025-04-17

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    FORM 8-K

    CURRENT REPORT
    Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

    Date of Report (date of earliest event reported): April 17, 2025

    The Charles Schwab Corporation

    (Exact name of registrant as specified in its charter)

    Commission File Number:  1-9700
    Delaware
    94-3025021
    (State or other jurisdiction of incorporation or organization)
    (I.R.S. Employer Identification No.)

    3000 Schwab Way, Westlake, TX 76262
    (Address of principal executive offices, including zip code)

    (817) 859-5000
    (Registrant’s telephone number, including area code)

    N/A
    (Former name or former address, if changed since last report)

    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
    ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
    ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
    ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
    ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

    Securities registered pursuant to Section 12(b) of the Act:
    Title of each classTrading Symbol(s)Name of each exchange on which registered
    Common Stock – $.01 par value per shareSCHWNew York Stock Exchange
    Depositary Shares, each representing a 1/40th ownership interest in a share of 5.95% Non-Cumulative Preferred Stock, Series DSCHW PrDNew York Stock Exchange
    Depositary Shares, each representing a 1/40th ownership interest in a share of 4.450% Non-Cumulative Preferred Stock, Series JSCHW PrJNew York Stock Exchange
    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

    Emerging growth company ☐

    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐



    Item 2.02Results of Operations and Financial Condition

    On April 17, 2025, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended March 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report.

    Item 9.01Financial Statements and Exhibits
    (d)
    Exhibits
    Exhibit No.Description
    99.1
    Press Release dated April 17, 2025
    104Cover Page Interactive Data File – the cover page interactive data file does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document.





    Signature(s)


        Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.



    THE CHARLES SCHWAB CORPORATION
    Date:April 17, 2025By:
    /s/ Michael Verdeschi
    Michael Verdeschi
    Managing Director and Chief Financial Officer





    Get the next $SCHW alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $SCHW

    DatePrice TargetRatingAnalyst
    6/9/2025$82.00Sell → Neutral
    Redburn Atlantic
    4/25/2025$100.00Neutral → Buy
    Goldman
    4/8/2025$76.00Equal-Weight → Overweight
    Morgan Stanley
    4/2/2025$102.00Buy → Neutral
    Citigroup
    4/2/2025$102.00Neutral → Buy
    Citigroup
    2/18/2025$88.00 → $103.00Hold → Buy
    TD Cowen
    1/22/2025$89.00 → $93.00Equal Weight → Overweight
    Wells Fargo
    12/9/2024$74.00 → $95.00Equal Weight → Overweight
    Barclays
    More analyst ratings

    $SCHW
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Schwab Study: Equity Compensation Plays Major Role in Workers' Retirement Plans and Financial Wellbeing

    Professional help boosts confidence and understanding of benefits Equity compensation is far more than a workplace perk for employees at firms offering this benefit. According to a new survey from Charles Schwab of stock plan participants, three-quarters (76%) say equity compensation is very important, and nearly half consider it a "must-have" benefit when evaluating a new job. Half view equity compensation as a critical tool to help achieve retirement goals, and many say it will help them build/increase wealth (38%), learn more about investing (37%), alleviate financial stress (32%), and boost employee morale (32%). Participants say company stock makes up about one-third of their overall

    9/23/25 9:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Schwab Announces Its Fall Business Update

    The Charles Schwab Corporation announced today that it has scheduled a Fall Business Update for institutional investors on Thursday, October 16th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management's strategic focus areas. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include President and Chief Executive Officer Rick Wurster and Chief Financial Officer Mike Verdeschi. The Update will be accessible at https://schwabevents.com/corporation. About Charles Schwab The Charles Schwab Corporation (NYSE:SCH

    9/18/25 8:45:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab Announces Branch Network Expansion and the Addition of 400 Branch-Related Roles to Meet Increasing Client Needs and Fuel Further Growth

    Charles Schwab today revealed details of a significant expansion of its branch network, underscoring the firm's commitment to serve its fast-growing retail client base through a range of channels, including in-person guidance, relationships, and service. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250917812584/en/Charles Schwab recently opened a new branch in downtown Austin. Schwab currently operates nearly 400 branches across the United States – locations that play a critical role in serving clients as well as driving client and asset growth for the firm. Schwab is adding 16 new branches and expanding or relocating 25 exist

    9/17/25 6:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Ellis Stephen A exercised 2,105 shares at a strike of $28.55, increasing direct ownership by 46% to 6,660 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    9/26/25 9:35:14 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Director Schwab-Pomerantz Carolyn sold $2,319,300 worth of shares (24,000 units at $96.64) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    9/5/25 8:01:46 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    MD, Chief Banking Officer Woolway Paul V sold $305,127 worth of shares (3,205 units at $95.20) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    9/3/25 7:31:18 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Co-Chairman and CEO Bettinger Walter W bought $1,656,500 worth of shares (25,000 units at $66.26), increasing direct ownership by 3% to 827,377 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    7/19/24 5:23:54 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    President Wurster Richard A bought $620,454 worth of shares (10,000 units at $62.05), increasing direct ownership by 7% to 144,228 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    7/19/24 5:19:55 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Charles Schwab upgraded by Redburn Atlantic with a new price target

    Redburn Atlantic upgraded Charles Schwab from Sell to Neutral and set a new price target of $82.00

    6/9/25 7:43:40 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab upgraded by Goldman with a new price target

    Goldman upgraded Charles Schwab from Neutral to Buy and set a new price target of $100.00

    4/25/25 8:23:09 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab upgraded by Morgan Stanley with a new price target

    Morgan Stanley upgraded Charles Schwab from Equal-Weight to Overweight and set a new price target of $76.00

    4/8/25 9:16:39 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    SEC Filings

    View All

    SEC Form 10-Q filed by Charles Schwab Corporation

    10-Q - SCHWAB CHARLES CORP (0000316709) (Filer)

    8/8/25 4:19:59 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab Corporation filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

    8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    7/18/25 4:20:11 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 11-K filed by Charles Schwab Corporation

    11-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    6/10/25 4:22:41 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Leadership Updates

    Live Leadership Updates

    View All

    Charles Schwab Unveils National Investing Day to Educate and Empower Individual Investors

    Charles Schwab today announced the launch of the inaugural National Investing Day, an investor education and empowerment initiative encouraging people to dedicate at least one day in the year to explore how they can get invested and stay invested for a strong financial future. Taking place each year on May 1, National Investing Day aims to raise awareness about the power of long-term investing, providing accessible tools and resources for individuals at every stage of their financial journey. "At Schwab we believe that investing is a purposeful act of optimism," said Rick Wurster, president and chief executive officer at Charles Schwab. "Our goal in launching National Investing Day is to

    5/1/25 5:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab Extends Partnership With National Youth Development Organization 4-H

    New grant aims to continue bringing financial empowerment resources and education to young people across the country Charles Schwab is extending its long-standing partnership with National 4-H Council (4-H), America's largest youth development organization that reaches nearly six million young people each year. Originally launched in 2019, the partnership has already made significant strides empowering thousands of youth across the country with essential financial literacy skills through Smart Cents, a research-backed financial literacy program for youth ages 8-18 delivered through local teachers and educators. This new grant will build upon the existing grant work of both organizations b

    4/21/25 8:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Walt Bettinger to Retire as CEO

    Will Continue Serving as Executive Co-Chairman of the Board of Directors Rick Wurster Named CEO to Succeed Bettinger The Charles Schwab Corporation today announced, as part of its multi-year succession plan, that Walt Bettinger has notified the Board of Directors of his intention to retire as Chief Executive Officer effective December 31, 2024. Rick Wurster, President of Schwab since 2021, will be named President and CEO and will join the Schwab Board of Directors, effective January 1, 2025. Bettinger will continue to serve as Executive Co-Chairman of the Board of Directors, along with founder Charles R. Schwab. Bettinger has successfully led Schwab as CEO since late 2008. Some of the ma

    10/1/24 8:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Financials

    Live finance-specific insights

    View All

    Schwab Authorizes $20 Billion Stock Repurchase, Declares Common Stock Dividend, and Declares Preferred Stock Dividends

    The Board of Directors of The Charles Schwab Corporation at its meeting today authorized additional repurchases of the company's common stock and declared a regular quarterly cash dividend of $0.27 per common share. The dividend is payable August 22, 2025 to stockholders of record as of the close of business on August 8, 2025. As of June 30, 2025 the Share Repurchase Program had approximately $6.9 billion of share repurchases remaining under a prior authorization. The Board's decision today has replaced this authorization with approval to repurchase a total of $20 billion of its common stock. Shares may be repurchased through open market or privately negotiated transactions based on preva

    7/24/25 4:35:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    25% Revenue Growth Powers Record 2Q25 Results

    Second Quarter Core Net New Assets Equal $80.3 Billion, Up 31% Year-Over-Year New Accounts Exceed 1 Million and Total Client Assets Reach a Record $10.76 Trillion Record Quarterly GAAP Earnings Per Share of $1.08, $1.14 Adjusted (1) The Charles Schwab Corporation reported net income for the second quarter totaling $2.1 billion, or $1.08 earnings per share. Excluding $128 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.2 billion and $1.14, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250718660688/en/ Client Driven Growth   31% 2Q25

    7/18/25 7:30:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G

    The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2025, it will redeem all of the 24,580 outstanding shares of its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G ("Series G Preferred Stock", CUSIP 808513BD6), and the corresponding 2,457,964 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series G Preferred Stock. The Depositary Shares will be redeemed at a redemption price of $1,000 per Depositary Share. The redemption price does not include the regular quarterly dividend that was declared and will be paid separately in the customary manner on June 2, 2025 to holders of record at the close of

    5/13/25 4:31:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Charles Schwab Corporation

    SC 13G - SCHWAB CHARLES CORP (0000316709) (Subject)

    11/13/24 1:18:52 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed by Charles Schwab Corporation (Amendment)

    SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/13/24 5:01:02 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13D/A filed by Charles Schwab Corporation (Amendment)

    SC 13D/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/24/23 9:56:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance