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

    © 2026 quantisnow.com
    Democratizing insights since 2022

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

    SEC Form DEFA14A filed by Charles Schwab Corporation

    4/4/25 6:57:03 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance
    Get the next $SCHW alert in real time by email
    DEFA14A 1 d911448ddefa14a.htm DEFA14A DEFA14A

     

     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

     

    SCHEDULE 14A

    Proxy Statement Pursuant to Section 14(a) of the

    Securities Exchange Act of 1934

    (Amendment No.)

     

     

    Filed by the Registrant ☒

    Filed by a Party other than the Registrant ☐

    Check the appropriate box:

     

    ☐   Preliminary Proxy Statement

     

    ☐

    Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

     

    ☐   Definitive Proxy Statement

     

    ☒   Definitive Additional Materials

     

    ☐   Soliciting Material under §240.14a-12

    The Charles Schwab Corporation

    (Name of Registrant as Specified In Its Charter)

    (Name of Person(s) Filing Proxy Statement, if other than the Registrant)

    Payment of Filing Fee (Check all boxes that apply):

     

    ☒   No fee required

     

    ☐   Fee paid previously with preliminary materials

     

    ☐   Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11

     

     

     


    LOGO

    P.O. BOX 8016, CARY, NC 27512-9903

     

    LOGO

    The Charles Schwab Corporation

    Annual Meeting of Stockholders

    Thursday, May 22, 2025 11:00 AM, Central Time

    Annual meeting will be held virtually via the internet - please visit www.proxydocs.com/SCHW for more details.

    You must register to attend the meeting online and/or participate at www.proxydocs.com/SCHW

     

     

    For a convenient way to view proxy materials, VOTE, and obtain directions to attend the meeting go to www.proxydocs.com/SCHW

    To vote your proxy while visiting this site, you will need the 12 digit control number in the box below.

    This communication presents only an overview of the more complete proxy materials that are available to you on the Internet. This is not a ballot. You cannot use this notice to vote your shares. We encourage you to access and review all of the important information contained in the proxy materials before voting.

    Under United States Securities and Exchange Commission rules, proxy materials do not have to be delivered in paper. Proxy materials can be distributed by making them available on the internet.

    If you want to receive a paper or e-mail copy of the proxy materials, you must request one. There is no charge to you for requesting a copy. In order to receive a paper package in time for this year’s meeting, you must make this request on or before May 12, 2025.

    LOGO

     

    LOGO

     

    SEE REVERSE FOR FULL AGENDA

    Copyright © 2025 BetaNXT, Inc. or its affiliates. All Rights Reserved   


    LOGO    The Charles Schwab Corporation Annual Meeting of Stockholders

    THE BOARD OF DIRECTORS RECOMMENDS A VOTE:

       FOR ON PROPOSALS 1, 2 AND 3

       AGAINST ON PROPOSAL 4

     

         PROPOSAL
    1.      Election of directors for three-year terms:
         1.01 John K. Adams, Jr.
         1.02 Stephen A. Ellis
         1.03 Arun Sarin
         1.04 Charles R. Schwab
         1.05 Paula A. Sneed
    2.      Ratification of the appointment of Deloitte & Touche LLP as the company’s independent registered public accounting firm for 2025
    3.      Advisory approval of named executive officer compensation
    4.      Stockholder proposal requesting declassification of the board of directors
         Note: Consider any other business properly coming before the meeting.
    Get the next $SCHW alert in real time by email

    Crush Q1 2026 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
    12/11/2025$119.00Buy
    UBS
    10/3/2025$110.00Outperform
    BMO Capital Markets
    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
    More analyst ratings

    $SCHW
    Insider Trading

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

    View All

    Co-Chairman Schwab Charles R. gifted 60,000 shares and sold $16,868,627 worth of shares (158,613 units at $106.35) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    2/11/26 9:18:24 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Co-Chairman Bettinger Walter W exercised 67,514 shares at a strike of $42.99 and sold $7,038,476 worth of shares (67,514 units at $104.25) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    2/10/26 7:49:11 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Director Dodds Christopher V exercised 11,825 shares at a strike of $64.03 and sold $1,236,314 worth of shares (11,825 units at $104.55) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    2/10/26 7:32:11 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Schwab Trading Activity Index™: STAX Score Sees Highest Reading Since February 2025

    Schwab clients were net buyers of equities in January, with a net buying surge in the Information Technology sector The Schwab Trading Activity Index™ (STAX) increased to 49.96 in January, up from its score of 48.48 in December. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260209219779/en/ "After a one-month backtrack in December, Schwab cl

    2/9/26 12:30:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Schwab Declares 19% Increase in Quarterly Common Stock Dividend and Declares Preferred Stock Dividends

    The Board of Directors of The Charles Schwab Corporation at its meeting today declared a 5 cent, or 19%, increase in the regular quarterly cash dividend to $0.32 per common share. The dividend is payable February 27, 2026 to stockholders of record as of the close of business on February 13, 2026. Co-Chairman Walt Bettinger commented, "This dividend increase reflects the Board's confidence in our ability to continue to drive profitable growth through-the-cycle as we advance our ‘Through Clients' Eyes' strategy." In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable March 2, 2026 to stockholders of record as of the clos

    1/29/26 4:18:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab Corporation Announces Executive Transitions

    The Charles Schwab Corporation (NYSE:SCHW) today announced several executive transitions, including two planned retirements and organizational updates. Charles Schwab Bank Leadership Transition Paul Woolway, CEO of Charles Schwab Bank, will retire on July 1, 2026, after more than 16 years with the company. Tyler Woulfe, Managing Director, Banking & Trust Services, will succeed Woolway as President and CEO of Charles Schwab Bank, effective July 1, 2026, and will report to Neesha Hathi, Managing Director, Wealth Advisory and Banking Services. Internal Audit Leadership Transition Mitch Mantua, General Auditor, also retires on July 1, 2026, after a decade of service. Jessica Bramhall, M

    1/29/26 4:15:00 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

    UBS resumed coverage on Charles Schwab with a new price target

    UBS resumed coverage of Charles Schwab with a rating of Buy and set a new price target of $119.00

    12/11/25 9:06:22 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    BMO Capital Markets initiated coverage on Charles Schwab with a new price target

    BMO Capital Markets initiated coverage of Charles Schwab with a rating of Outperform and set a new price target of $110.00

    10/3/25 8:37:41 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    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

    $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
    SEC Filings

    View All

    Charles Schwab Corporation filed SEC Form 8-K: Regulation FD Disclosure

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

    1/29/26 4:15:46 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)

    1/21/26 4:16:52 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 8-K filed by Charles Schwab Corporation

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

    11/14/25 5:02:29 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Leadership Updates

    Live Leadership Updates

    View All

    Charles Schwab Corporation Announces Executive Transitions

    The Charles Schwab Corporation (NYSE:SCHW) today announced several executive transitions, including two planned retirements and organizational updates. Charles Schwab Bank Leadership Transition Paul Woolway, CEO of Charles Schwab Bank, will retire on July 1, 2026, after more than 16 years with the company. Tyler Woulfe, Managing Director, Banking & Trust Services, will succeed Woolway as President and CEO of Charles Schwab Bank, effective July 1, 2026, and will report to Neesha Hathi, Managing Director, Wealth Advisory and Banking Services. Internal Audit Leadership Transition Mitch Mantua, General Auditor, also retires on July 1, 2026, after a decade of service. Jessica Bramhall, M

    1/29/26 4:15:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    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

    $SCHW
    Financials

    Live finance-specific insights

    View All

    Schwab Declares 19% Increase in Quarterly Common Stock Dividend and Declares Preferred Stock Dividends

    The Board of Directors of The Charles Schwab Corporation at its meeting today declared a 5 cent, or 19%, increase in the regular quarterly cash dividend to $0.32 per common share. The dividend is payable February 27, 2026 to stockholders of record as of the close of business on February 13, 2026. Co-Chairman Walt Bettinger commented, "This dividend increase reflects the Board's confidence in our ability to continue to drive profitable growth through-the-cycle as we advance our ‘Through Clients' Eyes' strategy." In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable March 2, 2026 to stockholders of record as of the clos

    1/29/26 4:18:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Most ETF Investors Can Envision Moving to ETF-Only Portfolios With Half Saying It Could Be in the Next Five Years

    The momentum continues: With more ways to invest than ever before, investors are expanding their investing horizons and choosing ETFs to help get them where they want to go Amid an expanding universe of new investing products, asset classes and strategies, ETFs are playing a dual role in investor portfolios – serving as low-cost building blocks and a flexible entry point for exposure to more specialized areas. According to Schwab Asset Management's 2025 "ETFs and Beyond" study, most ETF investors (62%) can envision putting their entire investment portfolios into ETFs – with half (50%) saying they could be fully invested in ETFs in the next five years, signaling growing affinity for and rel

    11/6/25 9:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab to Acquire Forge Global, Creating Premier Destination to Democratize Access to Private Markets

    The Charles Schwab Corporation (Schwab) today announced it has entered into a definitive agreement to acquire Forge Global Holdings, Inc. (NYSE:FRGE) (Forge) in a transaction valued at approximately $660 million. Forge operates the premier private market platform and a leading trading marketplace through which investors have bought and sold more than $17 billion in private company shares1. Forge offers qualified* investors a range of direct and indirect opportunities to participate in the private markets. Its combination of a direct marketplace, private company solutions, and proprietary data helps enhance private market access and transparency for qualified investors. The company also has

    11/6/25 6:30:00 AM ET
    $FRGE
    $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