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8-KMarch 2, 20263/2/26
SCHW — 8-K Filing
Track for AlertsSCHW 8-K Summary
On March 2, 2026, SCHWAB Charles CORP filed an 8-K covering Financial Statements and Exhibits (Item 9.01) and Regulation FD Disclosure (Item 7.01). Primary disclosure: (d) Exhibits Exhibit No. Description 99.1 Press Release of The Charles Schwab Corporation, dated as of March 2, 2026. 104 Cover Page Interactive Data File - the cover page interactive data file does not appear in the Interactive Data File because its XBRL tags are embedded within…
8-K Items Disclosed
Item 7.01 — Regulation FD Disclosure
Voluntarily-disclosed material information under Regulation FD (e.g., investor presentation, conference talk).
On March 2, 2026, The Charles Schwab Corporation issued a press release announcing the closing of its acquisition of Forge Global Holdings, Inc. A copy of the press release is attached as Exhibit 99.1 to this Current Report and is incorporated herein by reference. The information contained in this Current Report shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01 — Financial Statements and Exhibits
Press releases, exhibits, and supporting documents attached to this filing.
99.1
Press Release of The Charles Schwab Corporation, dated as of March 2, 2026.
104
Cover Page Interactive Data File - the cover page interactive data file does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document. Signature(s) Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. THE CHARLES SCHWAB CORPORATION Date: March 2, 2026 By: /s/ Michael Verdeschi Michael Verdeschi Managing Director and Chief Financial Officer
Structured financials are not available for this filing. View the original on SEC EDGAR for details.
Current DredgeCap Risk Profile
2.8/10
LOW RISK
Dilution Risk
LOW2.5/10
Liquidity Risk
LOW2.0/10
Debt Toxicity
LOW2.5/10
Profitability Risk
LOW2.0/10
Going Concern✓ Not flagged
The risk profile above reflects the latest cached DredgeCap analysis for SCHW. For the full filing-by-filing analyst report (red flags, primary risk driver, what moves the stock), open SCHW's company page.
What is a 8-K?
A current report disclosing a material event that occurred between regular reporting periods. Companies are required to file an 8-K within four business days of certain events including earnings releases, executive changes, acquisitions, debt obligations, restructurings, and material agreements. Each 8-K specifies one or more 'Items' identifying which event triggered the filing.
Form-type explainers and 8-K item descriptions are derived from SEC documentation. Financial values are extracted from SEC-tagged XBRL — see the "Source filings" list above each table for direct EDGAR links to every cited filing. This page does not constitute investment advice. Always consult the original filing on SEC EDGAR for authoritative content, and consult a licensed financial advisor for investment decisions.