SCHW · Financials
SCHWAB CHARLES CORP
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-08
- Revenue Performance and MixImportance 38 · Surprise 22Charles Schwab reported quarterly revenue growth of 16.9% year over year, a change exceeding the 10% materiality threshold. Quarterly revenue was slightly below analyst expectations. The company reported quarterly…
- AI Advisor Product LaunchImportance 31 · Surprise 42Charles Schwab recently launched AI solutions for registered investment advisors (RIAs) and partnered with Nevis to streamline workflows. The tools are intended to reduce manual operational work for RIAs. Their impact…
News · 2026-11-07
- RIA Registration Regulatory ChangeImportance 34 · Surprise 42The SEC reclassified investment advisers managing less than $1 billion as “small entities” under the Regulatory Flexibility Act, a change supported by Schwab and intended to reduce regulatory burdens for more than…
- Revenue Performance and MixImportance 29 · Surprise 22Charles Schwab reported year-over-year revenue growth of 16.9% in the third quarter. Third-quarter EPS was $1.69, and earnings beat consensus estimates. The digest does not provide revenue dollars or segment-level…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Charles Schwab announced a quarterly dividend of $0.32 per share. The digest does not state the aggregate dividend cost, record date, or payment date. The dividend was reported alongside third-quarter earnings that…
News · 2026-11-06
- Revenue Performance and MixImportance 47 · Surprise 22Charles Schwab reported Q3 2026 net revenue of $7.171 billion, up 17% year over year. Net income increased 23% to $2.906 billion, while diluted EPS rose 29% to $1.62. Client assets reached $13.33 trillion, and core net…
- Client Asset GrowthImportance 26 · Surprise 24Schwab’s client assets reached $13.33 trillion in Q3 2026. Core net new client assets totaled $190.4 billion for the quarter. The reported inflows indicate substantial client asset gathering during the period.
News · 2026-11-05
- RIA Custody CompetitionImportance 23 · Surprise 24Charles Schwab is emphasizing its commitment to Registered Investment Advisers (RIAs) by maintaining a policy of not charging custody fees. The report says Schwab is also integrating AI tools to streamline advisor…
News · 2026-11-04
- AI Agent CompetitionImportance 17 · Surprise 24Schwab is actively blocking external AI agents from accessing customer accounts, citing security and privacy concerns. The report links this action to growing consumer interest in AI tools. It provides no details on…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Charles Schwab announced a quarterly dividend of $0.32 per share. The dividend announcement was also reported alongside the company’s Q3 earnings, which beat EPS estimates. The digest does not state the dividend’s…
- RIA Custody CompetitionImportance 11 · Surprise 6Charles Schwab reaffirmed that it will not charge custody fees to registered investment advisers (RIAs). The policy contrasts with peers that have introduced custody fees and supports Schwab’s pricing position in the…
News · 2026-11-03
- Distribution Channels and PartnershipsImportance 26 · Surprise 30NDEX Systems is expanding its relationship with Schwab Advisor Services to offer registered investment advisors (RIAs) its wealth management platform and data aggregation capabilities. The offering lets firms…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Charles Schwab declared a quarterly dividend of $0.32 per share. The dividend is payable on November 27, 2026. The report gives no record date or total dividend amount.
News · 2026-11-02
- Retail Investor AI SentimentImportance 32 · Surprise 48Schwab’s Q4 retail client sentiment report found that 46% of retail clients were bearish on the U.S. stock market, up from 35% in Q3 2026, while 36% were bullish, down from 47%. Washington’s political landscape was…
- AI Advisor OnboardingImportance 30 · Surprise 42Schwab is requiring RIAs to use Docusign for all agreements beginning November 2, 2026, ending the use of paper forms. It is also partnering with Nevis, an AI operating system for wealth management, to launch a digital…
- Competition and Market ShareImportance 20 · Surprise 24Schwab remains the leading RIA custodian, with $5.8 trillion in assets and more than 16,000 RIAs. Fidelity and Pershing are maintaining their positions, while Vanguard and State Street are seeking to challenge Schwab.…
News · 2026-11-01
- AI Agent CompetitionImportance 18 · Surprise 24Charles Schwab, JPMorgan Chase and Amazon are blocking external AI agents such as Meta Muse from acting on customers’ behalf, citing security risks. Accenture research indicates that most consumers would welcome AI…
News · 2026-10-31
- AI Advisor Product LaunchImportance 33 · Surprise 42Charles Schwab is rolling out AI tools for registered investment advisors (RIAs) through Schwab Advisor Center, including Nevis integrations and Claude credits. Nevis helps advisory firms coordinate operational tasks…
- AI Advisor PartnershipImportance null · Surprise nullThird-party reports say Schwab is rolling out Nevis integrations and offering Claude credits to registered investment advisors (RIAs). Schwab has also invested in Nevis, an AI platform that helps advisory firms…
News · 2026-10-30
- Revenue Performance and MixImportance 42 · Surprise 22Charles Schwab reported Q3 2026 revenue growth of 16.9% year over year. Q3 earnings were $1.69 per share, above analyst estimates. The reported revenue growth exceeded the 10% year-over-year threshold for inclusion.
- Retail IPO Access ExpansionImportance 31 · Surprise 30Schwab CEO Rick Wurster said the company is working to give retail investors a bigger share of IPO allocations. The report identifies retail investors as the customer group targeted by the effort. It provides no…
- Retail IPO Access StrategyImportance 31 · Surprise 30CEO Rick Wurster said Schwab is working to give retail investors a bigger role in IPOs. The initiative is intended to increase retail investors’ access to IPO participation. The report provides no launch timeframe,…
News · 2026-10-22
- Revenue Performance and MixImportance 41 · Surprise 22Charles Schwab reported third-quarter revenue of $7.17 billion, up 16.9% year over year. Third-quarter EPS was $1.69, exceeding analyst estimates. The reported revenue growth indicates continued expansion in Schwab’s…
- Client Asset GrowthImportance 38 · Surprise 24Charles Schwab reported strong third-quarter results driven by steady core net new client assets and record total client assets. The update highlighted continued strength in Schwab’s asset-gathering engine and changing…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Charles Schwab declared a regular quarterly cash dividend of $0.32 per common share. The common dividend is payable November 27, 2026, to shareholders of record at the close of business on November 13, 2026. The board…
News · 2026-10-21
- Revenue Performance and MixImportance 47 · Surprise 22Charles Schwab reported third-quarter revenue of $7.17 billion, up approximately 17.0% year over year. The revenue increase exceeded the materiality threshold of $245 million. The company also beat EPS estimates,…
- Operating Margin DriversImportance 13 · Surprise 6Charles Schwab reported a third-quarter adjusted pretax margin of 54.80%. Net interest margin was 3.04% during the quarter. BMO cited concerns about Schwab’s funding base and net interest margin, while Evercore said it…
News · 2026-10-20
- AI Agent CompetitionImportance 31 · Surprise 42Charles Schwab blocked unauthorized AI agents from accessing consumer accounts between October 13 and October 16. The restrictions included blocking Meta’s Muse, with Schwab reportedly rejecting unauthorized access…
News · 2026-10-19
- Revenue Performance and MixImportance 54 · Surprise 40Charles Schwab reported third-quarter 2026 net revenue of USD 7.17 billion, a record level and a 17% increase year over year. Adjusted earnings per share reached USD 1.69 for the quarter. The reported revenue growth…
- RIA Custody CompetitionImportance 34 · Surprise 42Two J.P. Morgan advisor teams launched Latigo Peak Partners, a new registered investment adviser, after overseeing a combined $18.6 billion in assets. The teams generated approximately $130 million in revenue and cited…
- Product Launch and TransitionImportance 31 · Surprise 42Schwab Asset Management launched the Schwab International Bond ETF (SCIN) to provide access to global investment-grade bonds. The ETF tracks the ICE Global Broad Market Excluding-USD RIC Capped Free-Float Index,…
- International Bond ETF LaunchImportance 31 · Surprise 42Schwab Asset Management launched the Schwab International Bond ETF (SCIN) on October 19, 2026. The ETF tracks the ICE Global Broad Market Excluding-USD RIC Capped Free-Float Index and provides exposure to…
- AI Advisor Authorization ProtocolsImportance 31 · Surprise 42Charles Schwab is developing AI agent authorization protocols for client-facing workflows. The protocols emphasize secure and permissioned use of advanced AI tools. The initiative indicates a strategic focus on…
- Tax-Aware Long-Short StrategyImportance 31 · Surprise 42Schwab is developing a tax-aware long/short strategy for high-net-worth investors. The strategy is intended to provide more customized portfolio construction and incorporate tax considerations into investment…
News · 2026-10-18
- Guidance / OutlookImportance 57 · Surprise 60Management guided revenue growth and net interest margin growth toward the lower end of its previous forecasts. The report did not quantify the revised revenue or net interest margin ranges. Third-quarter 2026 revenue…
- Guidance and OutlookImportance 57 · Surprise 60Third-party reporting said management guided 2026 revenue growth and net-interest-margin growth toward the lower end of its previous forecasts. The report did not provide revised dollar amounts or a specific percentage…
- Revenue Performance and MixImportance 41 · Surprise 22Charles Schwab reported third-quarter 2026 revenue of $7.17 billion, up 16.9% year over year. Third-quarter EPS was $1.69. The reporting did not provide a segment or geographic revenue breakdown or sequential revenue…
- AI Agent CompetitionImportance 31 · Surprise 42Charles Schwab has responded to the spread of autonomous AI agents by blocking their access to customer accounts, alongside firms such as JPMorgan. CEO Rick Wurster cited liability and control concerns, warning against…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Charles Schwab declared a quarterly dividend of $0.32 per share. The dividend was reported alongside third-quarter 2026 EPS of $1.69 and revenue of $7.17 billion. The digest did not state an ex-dividend date, payment…
News · 2026-10-17
- Guidance and OutlookImportance 56 · Surprise 60Management expects 2026 revenue growth to be at the lower end of its previously indicated range. Management also expects 2026 net-interest-margin growth to be at the lower end of projections. The outlook reflects a…
- AI Agent CompetitionImportance 47 · Surprise 60On October 16, 2026, Schwab confirmed that it is blocking unauthorized AI agents from executing transactions for clients. The firm reportedly blocks between tens and twenties of attempted accesses by major AI agents…
- Revenue Performance and MixImportance 26 · Surprise 24Charles Schwab reported third-quarter 2026 net revenue of $7.17 billion on October 15, 2026. Adjusted EPS was $1.69, while diluted EPS was $1.62. Revenue slightly missed analyst estimates, and management indicated that…
- AI Cash-Sorting ToolsImportance 25 · Surprise 42CEO Rick Wurster said retail clients using artificial intelligence for trading are holding more cash than other active traders. These clients connect their own large language models to Schwab through application…
- AI Adoption and InitiativesImportance 25 · Surprise 42Retail clients are using artificial intelligence to support trading, with some connecting their own large language models to Schwab through the firm’s application programming interfaces and managed client platform…
- AI Cash-Sorting ThreatImportance 25 · Surprise 42CEO Rick Wurster said retail clients using artificial intelligence for trading are holding more cash than other active traders. The clients include active retail traders connecting their own large language models to…
- Wealth Management GrowthImportance 20 · Surprise 24Total client assets reached a record $13.33 trillion in the third quarter of 2026. Schwab opened 1.2 million new brokerage accounts during the quarter. The company also reported record net new assets, indicating…
News · 2026-10-16
- Revenue Performance and MixImportance 47 · Surprise 22Charles Schwab reported Q3 2026 revenue of $7.17 billion, up 16.9% year over year. Revenue was slightly below the $7.18 billion analyst estimate despite record quarterly results. Higher trading and interest-related…
- Guidance and OutlookImportance 47 · Surprise 60Third-party coverage reported that Charles Schwab’s projected annual revenue and net interest margin growth were lower than previously expected. Analysts attributed the revised outlook to funding-cost pressure, the…
- Interest Rate EnvironmentImportance 40 · Surprise 42Analysts lowered Charles Schwab’s 2026–2028 net interest income outlook after the third-quarter results. Coverage cited rising funding costs and the timing of net interest margin growth as factors tempering…
- AI Cash-Sorting ThreatImportance 31 · Surprise 42CEO Rick Wurster said retail clients using AI for trading are holding more cash rather than draining brokerage balances. He attributed the behavior to greater trading activity and clients retaining liquidity to…
- AI Agent CompetitionImportance 31 · Surprise 42Charles Schwab is expanding AI integration, including tools that allow clients to connect their own AI models and an AI-powered assistant. CEO Rick Wurster said AI-driven traders are holding more cash while becoming…
- AI Regulatory RiskImportance 31 · Surprise 42Third-party reporting said Charles Schwab is blocking Meta’s Muse AI bot and other external AI agents from accessing or moving money in client accounts. The reported rationale is security and liability risk associated…
- Operating Margin DriversImportance 30 · Surprise 40Q3 2026 operating margin was 52.7%, compared with 49.2% in the same quarter of 2025. The 350-basis-point improvement indicates stronger operating leverage during a quarter when revenue increased 16.9% year over year.…
- Market Demand TrendsImportance 17 · Surprise 24Charles Schwab reported record client asset growth, including record core net new assets, alongside rapid client growth and heavier use of its platforms. The company has more than 40 million active brokerage accounts…
- Net Income and ProfitabilityImportance 14 · Surprise 14Q3 2026 net income reached $2.906 billion, while diluted EPS from continuing operations was $1.62. A separate earnings recap reported adjusted EPS of $1.69 versus the $1.66 consensus estimate, a 2.1% beat. Strong…
Earnings call · 2026-10-15
- Digital Asset Trading LaunchesImportance 31 · Surprise 42Schwab launched Schwab Crypto access for all clients and is rolling out the ability to transfer existing crypto holdings to the platform. Management expects to launch access to three additional coins by year-end.…
- Prediction Markets ExpansionImportance 31 · Surprise 42Schwab currently offers limited prediction-market exposure through binary options on the S&P and plans to expand into financially related events and company KPIs. Management expects to build on the existing capability…
- AI Adoption and InitiativesImportance 31 · Surprise 42Schwab is expanding AI through Charlie, an AI-powered conversational assistant expected to become available to all clients in the coming months, and through Claude for Financial Advisors in collaboration with…
- AI Product LaunchImportance 31 · Surprise 42Schwab is rolling out an AI-managed capability to help clients evaluate trading strategies, articulate their objectives, and develop a clear trading plan. Management said clients may eventually use large language…
- Trading Activity TrendsImportance 26 · Surprise 24Schwab remains the industry leader in trading, supported by its thinkorswim platform, more than 1,200 trading specialists, and research, education, coaching, and service. Trader client promoter scores increased seven…