Schwab Files 8-K on Financials

Ticker: SCHW-PJ · Form: 8-K · Filed: Jan 21, 2025 · CIK: 316709

Sentiment: neutral

Topics: financial-condition, sec-filing

Related Tickers: SCHW

TL;DR

Schwab filed an 8-K on Jan 21, 2025, updating on financial condition. No major news yet.

AI Summary

On January 21, 2025, The Charles Schwab Corporation filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition, as well as financial statements and exhibits. No specific financial figures or new operational details were disclosed in the provided excerpt.

Why It Matters

This 8-K filing indicates that Charles Schwab is providing updates on its financial condition and operations to the SEC, which is standard practice for publicly traded companies.

Risk Assessment

Risk Level: low — This filing is a routine 8-K report for financial condition updates and does not appear to contain any immediately concerning information.

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing for The Charles Schwab Corporation?

The primary purpose of this 8-K filing is to report on the company's Results of Operations and Financial Condition, as well as to provide Financial Statements and Exhibits.

On what date was this 8-K report filed?

This 8-K report was filed on January 21, 2025.

What is the principal executive office address for The Charles Schwab Corporation?

The principal executive office address is 3000 Schwab Way, Westlake, TX 76262.

What is the telephone number for The Charles Schwab Corporation?

The telephone number is (817) 859-5000.

What is the SIC code for The Charles Schwab Corporation?

The Standard Industrial Classification (SIC) code is 6211, for SECURITY BROKERS, DEALERS & FLOTATION COMPANIES.

Filing Stats: 499 words · 2 min read · ~2 pages · Grade level 12 · Accepted 2025-01-21 16:17:50

Filing Documents

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition On January 21, 2025, The Charles Schwab Corporation issued a press release announcing its financial results for the quarter ended December 31, 2024. A copy of the press release is furnished as Exhibit 99.1 to this report.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press Release dated Janu ary 21, 2025 104 Cover Page Interactive Data File – the cover page interactive data file does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document. Signature(s) Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. THE CHARLES SCHWAB CORPORATION Date: January 21, 2025 By: /s/ Michael Verdeschi Michael Verdeschi Managing Director and Chief Financial Officer

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