SECENDS - SCHW

2025

Q4 4 filings

Nov

Debt Offering

$2B senior notes: $1B at 4.343% due 2031, $1B at 4.914% due 2036

8-K

Nov

Q3 2025 Results

Unable to extract revenue and EPS figures from provided XBRL taxonomy data

10-Q

Nov

Acquired Forge Global Holdings

Definitive agreement to acquire Forge Global Holdings, Inc.

8-K

Oct

Q3 Earnings

Q3 2025 financial results

8-K

Q3 2 filings

Aug

Q2 2025 Results

Unable to extract specific revenue and EPS figures from provided XBRL taxonomy data

10-Q

Jul

Q2 2025 Earnings

Financial results for quarter ended June 30, 2025

8-K

Q2 6 filings

Jun

Eliminated Series G Preferred Stock

5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G eliminated

8-K

May

Annual Shareholder Meeting Results

All directors elected, board declassification approved

8-K

May

Q1 2025 Results

Financial data not available in provided XBRL metadata

10-Q

Apr

Q1 2025 Earnings

Q1 2025 financial results announced

8-K

Apr

2025 Proxy Statement

Annual Meeting: May 22, 2025, Assets: $10.1T, Net Income: $5.9B, EPS: $2.99

DEF 14A

Apr

Board Director Retirement

Todd M. Ricketts retiring Oct 7, 2025

8-K

Q1 4 filings

Feb

FY2024 2024 Results

Unable to extract specific revenue and EPS figures from the provided XBRL metadata

📌 Unable to identify specific milestones from the provided XBRL schema data - actual financial statement content needed

10-K

Feb

TD Bank Exit via Secondary Offering

TD sold 165.4M shares at $79.25, SCHW bought back $1.5B stock

8-K

Feb

Secondary Offering & $1.5B Buyback

TD Bank exits via secondary offering, SCHW buys back $1.5B stock

8-K

Jan

Q4 2024 Earnings

Q4 2024 financial results announced

8-K

2024

Q4 3 filings

Nov

Q3 2024 Results

Financial data not available in provided content

10-Q

Oct

Q3 Earnings

Q3 2024 financial results announced

8-K

Oct

CEO Succession

Walter Bettinger retiring Dec 31, Richard Wurster appointed CEO Jan 1

8-K

Q3 3 filings

Aug

Q2 2024 Results

Unable to extract specific revenue and EPS figures from provided XBRL data

10-Q

Jul

CFO Transition

Michael Verdeschi appointed CFO effective Oct 1, 2024, succeeding Peter Crawford

8-K

Jul

Q2 2024 Earnings

Financial results for quarter ended June 30, 2024

8-K

Q2 5 filings

May

Annual Shareholder Meeting

All 5 directors elected, auditor ratified, executive compensation approved, 3 shareholder proposals rejected

8-K

May

COO and CFO Departures

Joseph Martinetto (COO) resigns June 28, Peter Crawford (CFO) retiring

8-K

May

Q1 2024 Results

Unable to extract specific revenue and EPS figures from provided XBRL markup data

10-Q

Apr

Q1 2024 Earnings

Q1 2024 financial results announced

8-K

Apr

2024 Proxy Statement

CEO comp: $23.9M, Say-on-pay: Advisory vote

DEF 14A

Q1 2 filings

Feb

FY2023 Results

Unable to extract specific revenue and EPS figures from provided XBRL metadata

📌 Unable to identify specific milestone from provided XBRL structural data - actual financial values and narrative content needed for analysis

10-K

Jan

Q4 2023 Earnings

Financial results for quarter ended December 31, 2023

8-K

2023

Q4 1 filings

Nov

Senior Notes Issuance

$1.3B notes at 6.196% due 2029

8-K