What Charles Schwab's 8-K filings say: 7 filings, latest Aug 12, 2026
Charles Schwab filed its latest 8-K with the SEC on Aug 12, 2026. It discusses debt refinancing and material contract.
Public (SCHW)Financial Services10,000+ employeesschwab.comLinkedIn
- Filed
- Aug 12, 2026
- Filings
- 7
- Signals
- 18
8-K · latest 9
What Charles Schwab's 8-K filings say
- SEC EDGAR
8-K
Filed · 2 signals
Charles Schwab raises ~$2.6B in net proceeds from senior note offering
The company has secured approximately $2.582 billion in fresh capital through a dual-tranche senior note offering.
$2.6B
net proceeds from senior note offering
BofA Securities, Inc.Citigroup Global Markets Inc.Morgan Stanley & Co. LLCTD Securities (USA) LLC
- SEC EDGAR
8-K
Filed · 3 signals
Charles Schwab raises ~$995.5M in net proceeds from $1B senior note offering.
The company has secured nearly $1 billion in fresh capital, indicating a strengthened balance sheet and potential for significant near-term investments in technology, strategic initiatives, or acquisitions.
$995.5M
Net proceeds from senior note offering
Citigroup Global Markets Inc.Goldman Sachs & Co. LLCThe Bank of New York Mellon Trust Company, N.A.Wachtell, Lipton, Rosen & Katz
- SEC EDGAR
8-K
Filed · 2 signals
Schwab shareholders reject proposal to declassify Board of Directors at May 2026 meeting.
A proposal to declassify the Board of Directors failed to achieve the required 80% affirmative vote, signaling potential shareholder dissatisfaction with corporate governance.
80%
Required affirmative vote from outstanding common stock for the board declassification proposal to pass.
Deloitte & Touche LLP
- SEC EDGAR
8-K
Filed · 2 signals
Charles Schwab raises $2.24B in net proceeds from senior note offering
The company has secured approximately $2.24 billion in fresh capital, indicating a strong capacity for immediate spending.
$2.2B
net proceeds from senior note offering
BofA Securities, Inc.Citigroup Global Markets Inc.Goldman Sachs & Co. LLCJ.P. Morgan Securities LLC
- SEC EDGAR
8-K
Filed · 2 signals
The company has secured a significant capital infusion by selling 1.5 million depositary shares of its Series L Preferred Stock.
Citigroup Global Markets Inc.Goldman Sachs & Co. LLCJ.P. Morgan Securities LLCMorgan Stanley & Co. LLC
Schwab is raising a large amount of capital by issuing 1.5 million depositary shares.
Citigroup Global Markets Inc.Goldman Sachs & Co. LLCJ.P. Morgan Securities LLCMorgan Stanley & Co. LLC
- SEC EDGAR
8-K
Filed · 3 signals
Charles Schwab completes acquisition of Forge Global Holdings on March 2, 2026
The closing of this acquisition initiates a complex post-merger integration phase.
The acquisition of Forge Global Holdings necessitates a significant integration of operations, technology stacks, and personnel.
- SEC EDGAR
8-K
Filed · 4 signals
Schwab appoints Dennis Howard to new role as Chief Technology, Operations and Data Officer
The promotion of the former CIO into a newly created, expanded role overseeing technology, operations, and data signals a strategic consolidation.
DataVisa Inc.
Showing 9 of 18 filing signals. The Signal API returns all of them.
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Track Charles Schwab with the Signal API
One POST /v1/companies/enrich call with schwab.com returns Charles Schwab 8-K signals (sec-8k), each with its source. Or ask Claude through MCP.
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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","signal_types":["sec-8k"],"limit":20}'Same industry
8-K at related companies
Questions about Charles Schwab 8-K
When did Charles Schwab file its latest 8-K?
What did Charles Schwab disclose in its latest 8-K?
Where can I read Charles Schwab's 8-K filing?
Source. Current reports (Form 8-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .