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SCHW
FollowFigures below come straight from SEC filings: every number is the company's own, on the record.
Revenue (Q2 FY2026)
$7.1B
+26.3% y/y
Net income (Q2 FY2026)
$2.8B
as filed with the SEC
Institutions holding
2,320
-23 last quarter
Overview · The Charles Schwab Corporation
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures…
Management team
- Mr. Jonathan M. Craig · MD & Head of Investor ServicesFind on LinkedIn
- Mr. Michael Verdeschi · MD & Chief Financial OfficerFind on LinkedIn
- Mr. Richard Andrew Wurster C.F.A., CFA, CMT · CEO, President & DirectorFind on LinkedIn
- Mr. Charles Robert Schwab · Founder & Co-ChairmanFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
What history says when its signals fire
Every signal Moneyta surfaces carries its full base-rate history: how often it beat the index, and how often it didn't. See the evidence
The desk's Snapshot
3 of 15 open to everyone · members see allRead the full desk report on SCHW
Seven analysts, the debate, the risk review, every claim cited. And the same for every name you hold.
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The full desk report
Seven AI analysts read the filings and argue both sides. What survives, with every claim cited, for members.
Who holds it, who's buying Gold
Full holder table, quarter-over-quarter flows, insider transactions, and the conviction screen.
Largest holder
Net flow last quarter
Insider buys, 90d
Further reading
Source: SEC EDGAR (XBRL company facts, form 13F-HR). Educational analysis of published data: insight, not advice.