Charles Schwab Corporation SCHW
Latest 10-Q
What changed in Charles Schwab Corporation's latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Executive-branch trades
11 tradesTrades in Charles Schwab Corporation reported by the President, Cabinet members and other senior executive-branch officials. Amounts are ranges.Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures.
| The form has no ticker column. The asset is shown as the filer wrote it. We add a ticker link only when we could match the asset to a listed company. | The form asks for a range, such as $1,001 - $15,000, not an exact amount. A line can be left blank when the filer's note says the amount was not more than $1,000. | Report | ||||
|---|---|---|---|---|---|---|
| Donald J Trump President of the United States | CHARLES SCHWAB CORP read from scan | Purchase | Jul 23, 2026 | $100,001 - $250,000 | Sep 8, 2026 | White House report ↗ |
| Donald J Trump President of the United States | CHARLES SCHWAB CORP read from scan | Sale | May 11, 2026 | $50,001 - $100,000 | Jun 25, 2026 | White House report ↗ |
| Donald J Trump President of the United States | SCHWAB CHARLES CORP NEW UNSOLICITED read from scan | Purchase | Mar 23, 2026 | $15,001 - $50,000 | May 8, 2026 | White House report ↗ |
| Donald J Trump President of the United States | SCHWAB CHARLES CORP NEW UNSOLICITED read from scan | Purchase | Mar 12, 2026 | $15,001 - $50,000 | May 8, 2026 | White House report ↗ |
| Donald J Trump President of the United States | SCHWAB CHARLES CORP NEW UNSOLICITED read from scan | Purchase | Mar 2, 2026 | $15,001 - $50,000 | May 8, 2026 | White House report ↗ |
Lobbying
What Charles Schwab Corporation and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Lobbying and contracts
$2.4M · — in 12 moWhat Charles Schwab Corporation reported spending on lobbying next to the federal contracts it was awarded, by year.Lobbying: each report counts once. If a report was amended, only the newest version counts. Totals use the company's own report when it files one (it includes payments to hired firms); otherwise the hired firms' reported income. Registrations and reports with no amount are not counted. A firm that hands part of its work to another firm may report the same money as that other firm does; the filings do not allow us to tell. Contracts: each award is counted once, for the company that received it (or its listed parent when only the parent is matched), in the year of its first obligation. The amount is the total obligated to date, so a later increase is counted in the year the award began. Only awards of $1 million or more are collected. Agencies: the offices named on lobbying reports and the awarding agencies of contracts are matched to one department name (the Army, Navy and Air Force count as the Department of Defense; NIH, FDA and CMS as Health and Human Services). An agency is listed under both when the company lobbied it and was awarded a contract by it in the same period. Offices outside this list, and Congress, are not counted as agencies.
Lobbying Federal contractsBoth bars use one dollar scale.
| Gifts by the company's PAC to candidates for Congress. They come from donations to the PAC, not from the company's own funds. | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 2026 (year to date) | $1.6M | 13 | Financial institutions and securities, Banking, Retirement | Labor, Securities and Exchange Commission, DHS + 1 more | — | — | — | — | — |
| 2025 | $2.4M | 22 | Financial institutions and securities, Banking, Retirement | Securities and Exchange Commission, Treasury, Executive Office of the President | — | — | — | — | — |
| 2024 | $990.0K | 6 | Financial institutions and securities, Banking, Retirement | Securities and Exchange Commission | — | — | — | — | — |
Agencies both lobbied and awarding contracts
No agency appears on both sides in the last 12 months.
Lobbying and contract awards are reported separately; showing them together does not mean one caused the other.
Capitol Hires at Charles Schwab Corporation
13 hiresLobbyists for Charles Schwab Corporation who say they once worked in Congress or the executive branch.
| The covered position the lobbyist says they held: an office of a member of Congress, a committee or an executive-branch body, as written in the filing. The member's name is a link only when exactly one member of Congress fits the name, chamber, first name and years given; otherwise it stays as written. | The lobbying report (LDA form LD-2) that names this lobbyist and office, with a link to it. Report period is the quarter the report covers; Posted is the day it was filed or amended, which can be much later. The same lobbyist is named again on each quarterly report for the same client, so a row is shown once, from the newest report, with the number of filings that name them. | |||
|---|---|---|---|---|
| Timothy Hite | House Financial Services Committee Committee | Senior Counsel | 1607 Strategies, LLC | Report period 2026 Q3 ↗ Posted Oct 20, 2026 |
| Timothy Hite | Warren Davidson Member office · Republican-OH | Financial Services Counsel | 1607 Strategies, LLC | Report period 2026 Q3 ↗ Posted Oct 20, 2026 |
| Jonathan Hiler | Office of the Vice President Executive branch | Director of Legislative Affairs, , Mike Pence | Miller Strategies, LLC | Report period 2025 Q2 ↗ Posted Jul 21, 2025 |
| Jonathan Hiler | Tom Cotton Member office · Republican-AR | Legislative Director | Miller Strategies, LLC | Report period 2025 Q2 ↗ Posted Jul 21, 2025 |
| Jonathan Hiler | Mike Pence Member office · Republican-IN | Policy Advisor | Miller Strategies, LLC | Report period 2025 Q2 ↗ Posted Jul 21, 2025 |
Each row reflects what was disclosed at the time of filing. A lobbyist listed may no longer be registered.
H-1B labor applications at Charles Schwab Corporation
476 certified in 12 moLabor condition applications decided by the Department of Labor, matched to Charles Schwab Corporation by employer name. An application is not a hire.
Median yearly wage offered, full-time certified applications, Jul 2025 to Jun 2026: $157,920The wage the employer offered, as filed, with its unit. The yearly figure restates it per year (hourly x 2,080, weekly x 52, every two weeks x 26, monthly x 12) from the low end of the offered range. It is not what the worker was paid.
| Quarter | Certified | All decided | Workers asked for |
|---|---|---|---|
| 2024 Q3 | 142 | 146 | 142 |
| 2024 Q4 | 129 | 135 | 129 |
| 2025 Q1 | 182 | 183 | 182 |
| 2025 Q2 | 142 | 142 | 142 |
| 2025 Q3 | 124 | 125 | 124 |
| 2025 Q4 | 94 | 94 | 94 |
| 2026 Q1 | 95 | 98 | 95 |
| 2026 Q2 | 163 | 165 | 163 |
| Manager, Software Development & Engineering | 106 | $153,852 |
| Sr. Manager, Software Development & Engineering Sr. | 60 | $169,515 |
| Sr. Specialist - Software Development & Engineering | 44 | $135,724 |
| Sr. Manager, Software Development & Engineering Senior | 27 | $169,304 |
| Sr Specialist - Software Development & Engineering | 17 | $133,028 |
We match the employer's name to a public company automatically, including a reviewed list of subsidiaries. A subsidiary can be missed and a similar name can be matched wrongly. The files carry no worker names.
Bank financials at Charles Schwab Corporation
Q2 2026Deposits, loans past due, charge-offs and capital of the banks Charles Schwab Corporation owns, from FDIC call reports
US bank subsidiaries Q2 2026: $288B in assets, $259B in deposits (16.9% uninsured), commercial real estate 0.0% of loans, common equity Tier 1 ratio 33.7%. 3 banks: CHARLES SCHWAB BANK SSB; CHARLES SCHWAB PREMIER BK SS; CHARLES SCHWAB TRUST BANK.
Last 8 quarters
| Quarter | AssetsTotal assets of the company's US bank subsidiaries at the end of the quarter. | DepositsDomestic and foreign deposits of the banks at the end of the quarter. | UninsuredThe FDIC's estimate of deposits above the insurance limit, as a share of insured plus uninsured deposits in domestic offices. | CRE % loansConstruction, multifamily and nonfarm nonresidential real estate loans (owner-occupied included) as a share of total loans. | Past dueLoans 30 or more days past due and still accruing, as a percent of total loans. Nonaccrual loans are shown separately. | NonaccrualLoans the bank no longer accrues interest on, as a percent of total loans. | Charge-offsThe quarter's net charge-offs times four, over period-end loans. | CET1The banks' common equity Tier 1 capital ratio, averaged by assets. Lowest first. |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $288B | $259B | 16.88% | 0.00% | 0.19% | 0.04% | 0.00% | 33.72% |
| Q1 2026 | $281B | $255B | 14.38% | 0.00% | 0.10% | 0.05% | 0.00% | 36.01% |
| Q4 2025 | $291B | $265B | 16.80% | 0.00% | 0.08% | 0.07% | 0.00% | 38.29% |
| Q3 2025 | $278B | $246B | 15.15% | 0.00% | 0.06% | 0.07% | 0.00% | 43.01% |
| Q2 2025 | $282B | $241B | 15.11% | 0.00% | 0.14% | 0.07% | 0.00% | 44.59% |
| Q1 2025 | $295B | $252B | 14.51% | 0.00% | 0.15% | 0.06% | 0.00% | 46.38% |
| Q4 2024 | $312B | $265B | 14.37% | 0.00% | 0.11% | 0.08% | 0.00% | 44.80% |
| Q3 2024 | $308B | $252B | 13.29% | 0.00% | 0.10% | 0.06% | 0.00% | 43.83% |
By loan type, Q2 2026
| Loan type | Loans | Past dueLoans 30 or more days past due and still accruing, as a percent of that loan type. | Nonaccrual | Charge-offsThe quarter's net charge-offs times four, as a percent of that loan type. |
|---|---|---|---|---|
| 1-4 family mortgages | $33.2B | 0.34% | 0.05% | 0.00% |
Against Q2 2025: uninsured share +1.77 pp; past due, all loans +0.05 pp.
Source: FDIC call reports (FDIC BankFind), quarter ended 2026-06-30. Figures are for the company's US bank subsidiaries as filed with the FDIC (a bank's call report covers the bank only). They are not the consolidated holding company, which can include large non-bank businesses.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
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More filings and data
Each opens the table.
About the company
The basics from the company’s SEC registration.
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Adjusted for stock splits; not for dividends. Where prices come from.
Live chart
Intraday and historical prices from TradingView. Quotes may be delayed.
Information, not investment advice. Company matching is automatic; check the source before relying on one row.