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· UNITED STATES · US:SCHW ·

Charles Schwab

$89.47
+0.8% today
-5.0% 1Y
$154.7bn · Capital Markets
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RESEARCH ON THIS COMPANY

We have researched Charles Schwab. The verdict, the fair value and the argument behind them are available to Premium members.

A PrimerIQ deep dive is a full research report on the company and everything around it — not a summary of one annual report. It covers:

  • the filings
  • the competitors
  • the news
  • the wider industry
  • the economy it sits in
  • the regulatory backdrop
  • a full model and a fair value with sensitivities

You get a bear, base and bull case with the assumptions behind each, the price we think it is worth, and the specific things that would break the thesis.

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ASK ABOUT CHARLES SCHWAB

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Financial statements Reported in USD

Financials

Annual financial statements as reported, going back as far as the data allows.

Units: $millions unless noted
Trend · the chart follows the statement you pick
Income statement
$m202020212022202320242025TTM2026E
Source: company annual reports
Balance sheet
$m202020212022202320242025TTM2026E
Source: company annual reports
Cash flow
$m202020212022202320242025TTM2026E
Source: company annual reports
Profitability & returns
202020212022202320242025TTM2026E
Computed from the statements aboveE = PrimerIQ estimate
Insider dealing & ownership

Insiders

Who bought and sold, at what price, and how much of their own holding it was — from SEC Form 4, UK PDMR and EEA MAR Article 19 notifications, with each insider's last-reported position and disclosed major holders.

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Deep research

No deep research yet for Charles Schwab

A full deep-dive (business, moat, risks, valuation and scenarios) hasn't been generated for this company yet.

Primary sources · raw filings · company announcements

News & Filings

Source documents straight from the database — click to read the raw filing or release — beside the issuer's own releases and dated events, newest first. Our read on what matters lives in Recent developments.

Filings & source documents
AV
lowres png 45 KB 480 x 480
WebcastCompany IR · 2026 FY
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AV
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WebcastCompany IR · 2026 FY
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AV
Schwab Trading Activity Index™: STAX Score Soared in February, Defying AI Panic
WebcastCompany IR · 2026 FY
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AV
thumbnail png 10 KB 200 x 200
WebcastCompany IR · 2026 FY
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DOC
June 2026 Report
OtherCompany IR · 2026 FY
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ER
Weekly Options: Uses, Risks, and Trade-offs Learn how weekly stock options can potentially help option traders adjust their exposure during market events like earnings releases or economic announcements. Article | Feb 18, 2026
CurrentCompany IR · 2026 FY
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DOC
What happens when advice starts with people
OtherCompany IR · 2026-10-26
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DOC
Who gets your crypto
OtherCompany IR · 2026-10-19
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DOC
Crypto curiosity as an investing onramp
OtherCompany IR · 2026-10-15
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ER
Press release and tables
CurrentCompany IR · 2026 Q3 · published 2026-10-15
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ER
Earnings release (8-K item 2.02) Q3 FY2026 — filed 2026-10-15
CurrentCompany IR · 2026 Q3 · published 2026-10-15
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8-K
Current report (8-K)
CurrentFiled 2026-10-15 · period 2026-10-15
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DOC
What makes a community feel like home I Charles Schwab
OtherCompany IR · 2026-10-05
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DOC
Chris is helping clients make sense of crypto I Charles Schwab
OtherCompany IR · 2026-09-30
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Q
Quarterly report Q3 2026
QuarterlyCompany IR · 2026 Q3
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DECK
Fall Business Update presentation
PresentationCompany IR · 2026 Q3
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DOC
Press release and table
OtherCompany IR · 2026 FY · published 2026-09-15
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DOC
Press release and table
OtherCompany IR · 2026 FY · published 2026-08-14
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DOC
Current report (8-K item 8.01) — filed 2026-08-12: Other Events On August 12, 2026, The Charles Schwab Corporation (“CSC”) issued $1,250,000,000 aggregate principal amount of 5.108% Fixed-to-…
OtherCompany IR · 2026 · published 2026-08-12
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8-K
Current report (8-K)
CurrentFiled 2026-08-12 · period 2026-08-10
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Q
10-Q Q2 FY2026 (quarter ended 2026-06-30)
QuarterlyCompany IR · 2026 Q2 · published 2026-08-07
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ER
Press release
CurrentCompany IR · 2026 Q2 · published 2026-07-21
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ER
Earnings release (8-K item 2.02) Q2 FY2026 — filed 2026-07-21
CurrentCompany IR · 2026 Q2 · published 2026-07-21
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8-K
Current report (8-K)
CurrentFiled 2026-07-21 · period 2026-07-21
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DECK
Summer Business Update presentation
PresentationCompany IR · 2026 Q2 · published 2026-07-20
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Q
Earnings release tables
QuarterlyCompany IR · 2026 Q2
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Q
Quarterly report Q2 2026
QuarterlyCompany IR · 2026 Q2
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DOC
findings
OtherCompany IR · 2026 Q2
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DOC
Current report (8-K item 8.01) — filed 2026-06-29: Other Events On June 25, 2026, The Charles Schwab Corporation (“CSC”) issued $1,000,000,000 aggregate principal amount of 4.603% Fixed-to-Fl…
OtherCompany IR · 2026 · published 2026-06-29
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DOC
Press release and table
OtherCompany IR · 2026 FY · published 2026-06-12
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8-K
Current report (8-K)
CurrentFiled 2026-06-01 · period 2026-06-01
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8-K
Current report (8-K)
CurrentFiled 2026-05-22 · period 2026-05-21
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8-K
Current report (8-K)
CurrentFiled 2026-05-21 · period 2026-05-18
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Q
10-Q Q1 FY2026 (quarter ended 2026-03-31)
QuarterlyCompany IR · 2026 Q1 · published 2026-05-08
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8-K
Current report (8-K)
CurrentFiled 2026-04-22 · period 2026-04-20
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ER
Earnings release (8-K item 2.02) Q1 FY2026 — filed 2026-04-16
CurrentCompany IR · 2026 Q1 · published 2026-04-16
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ER
Press release
CurrentCompany IR · 2026 Q1 · published 2026-04-16
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8-K
Current report (8-K)
CurrentFiled 2026-04-16 · period 2026-04-16
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DEF 14A
Proxy statement
ProxyFiled 2026-04-06 · period 2026-05-21
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Q
Quarterly report Q1 2026
QuarterlyCompany IR · 2026 Q1
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🔒
200 more filings, 2010–2025
Archive16 earlier years on file
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Company announcements
Investor calendar · earnings & events

Calendar

Upcoming and recent investor events — results, AGM, dividend and ex-dividend dates — from the company's own investor calendar.

Listings · this company across markets

Listings

Every place this issuer trades — the home listing, foreign cross-listings and depositary receipts (ADR/CDR/BDR), plus any separate share classes. The screener shows one canonical line per company; the rest live here.

ListingExchangeTickerCurrencyPriceType
Technical analysis · price action & momentum

Technicals

Interactive price chart with the common technical-analysis overlays and indicators — moving averages, Bollinger Bands, volume, RSI and MACD — plus an at-a-glance momentum summary. Use the chart's own toolbar to add or remove studies, change timeframe, or search a different listing.

A note on method: PrimerIQ's research is built bottom-up from the filings — what a business earns and what it's worth. The charts below read price history, not the business; we include them because many investors want them, not because they drive our valuation. Treat them as one lens among several.

Momentum summaryMomentum59
3-month return-15.0%
6-month return-2.0%
1-year return-3.7%
vs 52-week high-21.3%
vs 50-day MA-11.3%
vs 200-day MA-8.2%
volume vs base+8.8%

Relative strength percentile: 48 vs market, 49 vs industry. Momentum rank is a 0–100 percentile across 39,585 companies — one lens, not a valuation signal.

Charts and technical data by TradingView. Not investment advice.

Not on your plan

Earnings calls

The webcast audio itself, transcribed in full, with the structural signals the transcript text alone loses — how scripted rather than spontaneous the language is, where management hesitated longest, and which answers were most hedged.

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