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SCHWAB CHARLES CORP (SCHW) is a security brokers, dealers & flotation companies company. Piotroski F-Score 5/5. 33 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-17 from SCHW's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
A plain-English read on SCHW plus an auto-SWOT — built from SCHW's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate SCHW using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Projected from SCHW's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment SCHW files its announcement.
SCHW's earnings reaction has been evenly split — 4 up, 4 down across its last 8 reports.
Earnings reactions have been moderate.
The average is inflated by its most volatile prints (+6.3% and -15.0%).
A more typical earnings reaction has been approximately ±4.4%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-16 | -8.0% |
| 2026-01-21 | +3.0% |
| 2025-10-16 | -0.2% |
| 2025-07-18 | +3.4% |
| 2025-04-17 | -1.0% |
| 2025-01-21 | +5.5% |
| 2024-10-15 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| +6.3% |
| 2024-07-16 | -15.0% |
| PRIMECAP Management | $2.20B | 1.7% of portfolio |
| BAMCO (Ron Baron) | $701.5M | 2.1% of portfolio |
| Generation Investment Management (Al Gore) | $257.9M | 2.3% of portfolio |
| Craig Jonathan M.MD, Head of Retail Investing | SELL | $2.2M | view → |
| Beatty Jonathan SMD, Head of Advisor Services | SELL | $204K | view → |
| Beatty Jonathan SMD, Head of Advisor Services | SELL | $394K | view → |
| Wurster Richard APresident & CEO | BUY | $1.8M | view → |
| Schwab Charles R.Co-Chairman | SELL | $2.5M | view → |
| Schwab Charles R.Co-Chairman | SELL | $2.5M | view → |