The company is carrying a significant $10.1 billion pre-tax unamortized loss from securities transferred to held-to-maturity, a major balance sheet concern. This situation creates a critical need for advanced asset-liability management, risk analytics, and hedging solutions to mitigate interest rate risk and optimize its portfolio under this constraint.
Filing excerpt
As of March 31, 2026, the total remaining unamortized loss on securities transferred from AFS to HTM included in AOCI was $7.7 billion net of tax effect ($10.1 billion pre-tax).
What this signalsFilings often name leadership changes, deals and spending plans.
sec-10qmarginPressureGet every 10-Q signal for Charles Schwab and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/a51aefbb-31f2-43e9-8f8f-58485e9d5502 returns this record as JSON. POST /v1/companies/enrich returns every signal for schwab.com.
{
"signal_id": "a51aefbb-31f2-43e9-8f8f-58485e9d5502",
"signal_type": "sec-10q",
"signal_subtype": "marginPressure",
"detected_at": "2026-05-12T09:24:56.869+00:00",
"company": {
"name": "Charles Schwab",
"domain": "schwab.com"
},
"data": {
"detail": "The company is carrying a significant $10.1 billion pre-tax unamortized loss from securities transferred to held-to-maturity, a major balance sheet concern. This situation creates a critical need for advanced asset-liability management, risk analytics, and hedging solutions to mitigate interest rate risk and optimize its portfolio under this constraint.",
"metrics": {
"timeframe": "current_quarter",
"dollar_context": "Pre-tax unamortized loss on securities",
"dollar_millions": 10100
},
"summary": "Schwab managing $10.1B pre-tax unamortized loss on its securities portfolio.",
"excerpts": "As of March 31, 2026, the total remaining unamortized loss on securities transferred from AFS to HTM included in AOCI was $7.7 billion net of tax effect ($10.1 billion pre-tax).",
"relevance": 0.8,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000019/schw-20260331.htm",
"filing_date": "2026-05-08",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "03/31",
"sales_relevance": "Efficiency tools needed",
"signal_category": "financial"
}
}
curl https://signals.autobound.ai/v1/signals/a51aefbb-31f2-43e9-8f8f-58485e9d5502 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"schwab.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.