SECENDS - SCHW

2025

Q4 4 filings

Nov 14

Issued $2B in Senior Notes with 4.343% and 4.914% interest rates

$1,986M in net proceeds

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Nov 7

Q3 2025 Results

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

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Nov 6

Acquired Forge Global Holdings, Inc.

N/A

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Oct 16

Q3 Earnings

Q3 2025 financial results

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Q3 2 filings

Aug 8

Q2 2025 Results

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

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Jul 18

Q2 2025 Earnings

Financial results for quarter ended June 30, 2025

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Q2 6 filings

Jun 2

Eliminated Series G Preferred Stock

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

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May 23

Annual Shareholder Meeting Results

All directors elected, board declassification approved

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May 9

Q1 2025 Results

Financial data not available in provided XBRL metadata

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Apr 17

Q1 2025 Earnings

Q1 2025 financial results announced

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Apr 4

2025 Proxy Statement

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

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Apr 1

Board Director Retirement

Todd M. Ricketts retiring Oct 7, 2025

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Q1 4 filings

Feb 26

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

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Feb 12

TD Bank Exit via Secondary Offering

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

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Feb 10

Secondary Offering & $1.5B Buyback

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

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Jan 21

Q4 2024 Earnings

Q4 2024 financial results announced

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2024

Q4 3 filings

Nov 8

Q3 2024 Results

Financial data not available in provided content

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Oct 15

Q3 Earnings

Q3 2024 financial results announced

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Oct 1

CEO Succession

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

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Q3 3 filings

Aug 8

Q2 2024 Results

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

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Jul 25

CFO Transition

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

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Jul 16

Q2 2024 Earnings

Financial results for quarter ended June 30, 2024

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Q2 5 filings

May 29

Annual Shareholder Meeting

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

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May 16

COO and CFO Departures

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

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May 9

Q1 2024 Results

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

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Apr 15

Q1 2024 Earnings

Q1 2024 financial results announced

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Apr 5

2024 Proxy Statement

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

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Q1 2 filings

Feb 23

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

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Jan 17

Q4 2023 Earnings

Financial results for quarter ended December 31, 2023

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2023

Q4 1 filings

Nov 17

Senior Notes Issuance

$1.3B notes at 6.196% due 2029

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