SCHW SCHWAB CHARLES CORP

MIXED Impact: 6/10 8-K
Horizon days Filed Apr 16, 2026 Processed 1mo ago SEC 0000316709-26-000016
8-K Item 2.02: Earnings release
Latest settled — T+20d
SCHW-PJ ▼ -1.36% at T+20d
NEUTRAL call ✗ call lost -1.36% · α vs SPY -6.73% · entry $18.20 → $17.95
Next anchor: T+60d in 4w
Currently $91.10 · +400.55% from $18.20 entry
Entry anchored
Apr 16, 2026
via day open
T+1d
+0.33%
call +0.33% · α +0.52%
$18.26
settled 8w ago
T+5d
+1.10%
call +1.10% · α +0.54%
$18.40
settled 7w ago
T+20d
-1.36%
call -1.36% · α -6.73%
$17.95
settled 4w ago
T+60d
call — · α —
in 4w

Price Chart

Loading chart...

Executive Summary

Charles Schwab reported strong Q1 2026 results with record net revenues of $6.48 billion, up 16% YoY, driven by robust client engagement and asset growth. GAAP EPS was $1.37, up 38% YoY, and the company repurchased $2.4 billion in shares while increasing its dividend by 19%. Despite strong top-line growth, revenue missed expectations by $118 million.

Key Financial Metrics

Gross Margin
49.2%

Actionable Insight

The stock may react negatively to the revenue miss despite strong YoY growth and record results. Watch for guidance in the upcoming Spring Business Update, as management highlighted macroeconomic uncertainty. The dividend increase and share buybacks provide some support, but trading volume growth suggests continued client engagement.

Key Facts

  • Record Q1 net revenues of $6.48 billion, up 16% YoY
  • GAAP EPS of $1.37, up 38% YoY
  • Core net new assets of $140 billion, excluding a $17.5 billion outflow
  • Daily average trading volume up 34% YoY to 9.9 million
  • Repurchased $2.4 billion in shares and increased dividend by 19%
  • Revenue missed consensus by $118 million

Financial Impact

Revenue miss of $118 million despite strong YoY growth

revenueepsdilutiondividend

Risk Factors

  • Revenue miss despite strong YoY growth could disappoint investors
  • Macro-economic uncertainty cited by management could impact future performance
  • Core net new assets were inflated by excluding a $17.5 billion outflow

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000316709-26-000016
Document: schw-20260416.htm0000316709-26-000016
Document: 0000316709-26-000016-index-headers.html0000316709-26-000016
Document: 0000316709-26-000016-index.html0000316709-26-000016
Document: 0000316709-26-000016.txt0000316709-26-000016
8-K Data (Synthetic)0000316709-26-000016
21 reports for SCHW
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SCHW — sortable, filterable
Type Now
May 31, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$88.19 $88.96▲ +0.87%▲ +0.35%$91.10 (+3.30%)
May 21, 2026
23d ago
Insider Cluster
NEUTRAL ★ 4/10
$90.39 $87.34▼ −3.37%▼ −5.22%$91.10 (+0.79%)
May 20, 2026
23d ago
424B5
BEARISH ★ 5/10
$17.50 $17.60▼ −0.60%▲ +1.25%$91.10 (−420.72%)
May 19, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$91.81 $85.54▼ −6.83%▼ −9.13%$91.10 (−0.77%)
May 18, 2026
26d ago
424B5
NEUTRAL ★ 3/10
$17.74 $17.53▼ −1.16%▼ −2.77%$91.10 (+413.67%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$92.10 $91.11▼ −1.08%▼ −2.25%$91.10 (−1.08%)
May 1, 2026
6w ago
ANALYST-UPGRADE
MIXED ★ 1/10
$88.19 $88.96▲ +0.87%▲ +0.35%$91.10 (+3.30%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$90.85 $92.37▲ +1.67%▼ −0.02%$91.10 (+0.28%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$90.85 $91.48▲ +0.70%▼ −0.99%$91.10 (+0.28%)
Apr 27, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$90.76 $91.43▲ +0.74%▲ +0.34%$91.10 (+0.38%)
Showing 10 of 21

US Market Status

Market Closed — Opens Mon (45h 46m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access