SCHW SCHWAB CHARLES CORP

NEUTRAL Impact: 4/10 DEFA14A
Horizon immediate Filed Apr 6, 2026 Processed 2mo ago SEC 0001193125-26-142833
Proxy solicitation materials
Latest settled — T+20d
SCHW-PJ ▲ +1.61% at T+20d
NEUTRAL call ✓ call won +1.61% · α vs SPY -7.37% · entry $17.96 → $18.25
Next anchor: T+60d in 18d
Currently $91.10 · +407.24% from $17.96 entry
Entry anchored
Apr 6, 2026
via day open
T+1d
+0.45%
call +0.45% · α +0.38%
$18.04
settled 2mo ago
T+5d
+0.89%
call +0.89% · α -3.24%
$18.12
settled 2mo ago
T+20d
+1.61%
call +1.61% · α -7.37%
$18.25
settled 6w ago
T+60d
call — · α —
in 18d

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Executive Summary

The Charles Schwab Corporation has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Stockholders, scheduled for May 21, 2026. The board recommends voting in favor of all four proposals: the election of four directors, the ratification of Deloitte & Touche LLP as the independent auditor, an advisory vote on executive compensation, and a significant corporate governance change to declassify the board of directors.

Actionable Insight

This is a routine annual filing with no immediate financial impact. The key item for investors to note is Proposal 4, the declassification of the board, which represents a shift toward more frequent director elections and could be seen as a move toward enhanced shareholder accountability. Investors should review the proxy materials for details on director qualifications and executive compensation before voting.

Key Facts

  • The filing is a definitive proxy statement (DEFA14A) for The Charles Schwab Corporation's 2026 Annual Meeting.
  • The meeting will be held virtually on Thursday, May 21, 2026, at 11:00 AM Central Time.
  • The board of directors is recommending a vote FOR all four proposals on the agenda.
  • Proposal 4, to declassify the board of directors, is a significant governance change that would allow for the annual election of all directors.
  • The other proposals include the election of four directors, ratification of the independent auditor (Deloitte & Touche LLP), and an advisory vote on executive compensation.

Financial Impact

The filing does not disclose any direct financial impact such as a merger, acquisition, or capital raise.

Risk Factors

  • The filing is routine and does not signal any immediate financial risk to the company.

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-142833
Document: 0001193125-26-142833-index-headers.html0001193125-26-142833
Document: 0001193125-26-142833-index.html0001193125-26-142833
Document: 0001193125-26-142833.txt0001193125-26-142833
21 reports for SCHW
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Track record builds as more directional reports settle.

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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

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