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Public-Company Data

Charles Schwab Premier Bank, SSB: SEC Filings

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Charles Schwab Premier Bank, SSB (or its holding company) is an SEC registrant. Ticker SCHW. CIK 316709. Filings and disclosures below link to the original documents on SEC EDGAR. View all filings on EDGAR →

Recent SEC filings

Filed Form Accession Files EDGAR
Nov 9, 2026 Other 0001193125-26-452773 7 Open →
Nov 6, 2026 10-Q 0000316709-26-000038 115 Open →
Oct 15, 2026 8-K 0000316709-26-000035 17 Open →
Aug 12, 2026 Other 0001193125-26-345662 17 Open →
Aug 12, 2026 8-K 0001193125-26-347083 19 Open →
Aug 10, 2026 Other 0001193125-26-341345 7 Open →
Aug 7, 2026 10-Q 0000316709-26-000031 115 Open →
Jun 29, 2026 8-K 0001193125-26-288640 21 Open →
Jun 26, 2026 Other 0001193125-26-285597 17 Open →
Jun 25, 2026 Other 0001193125-26-282836 7 Open →
Jun 1, 2026 8-K 0001193125-26-251689 16 Open →
May 22, 2026 8-K 0001193125-26-237020 15 Open →
May 21, 2026 8-K 0001193125-26-234609 20 Open →
May 20, 2026 Other 0001193125-26-232776 17 Open →
May 18, 2026 Other 0001193125-26-227983 7 Open →
May 8, 2026 10-Q 0000316709-26-000019 0 Open →
Apr 22, 2026 8-K 0001193125-26-170805 20 Open →
Apr 16, 2026 8-K 0000316709-26-000016 17 Open →
Mar 2, 2026 8-K 0001193125-26-084374 17 Open →
Feb 25, 2026 10-K 0000316709-26-000009 171 Open →
Jan 29, 2026 8-K 0001193125-26-029376 17 Open →
Jan 21, 2026 8-K 0000316709-26-000004 17 Open →
Nov 14, 2025 8-K 0001193125-25-283263 20 Open →
Nov 7, 2025 10-Q 0000316709-25-000051 0 Open →
Nov 6, 2025 8-K 0001193125-25-268187 31 Open →
Oct 16, 2025 8-K 0000316709-25-000046 17 Open →
Aug 8, 2025 10-Q 0000316709-25-000039 0 Open →
Jul 18, 2025 8-K 0000316709-25-000033 17 Open →
Jun 2, 2025 8-K 0001193125-25-133404 16 Open →
May 23, 2025 8-K 0001193125-25-125853 15 Open →
May 9, 2025 10-Q 0000316709-25-000023 0 Open →
Apr 17, 2025 8-K 0000316709-25-000019 18 Open →
Apr 1, 2025 8-K 0001193125-25-070439 16 Open →
Feb 26, 2025 10-K 0000316709-25-000010 174 Open →
Feb 12, 2025 8-K 0001193125-25-025166 21 Open →
Feb 10, 2025 8-K 0001193125-25-023158 17 Open →
Jan 21, 2025 8-K 0000316709-25-000005 18 Open →
Nov 8, 2024 10-Q 0000316709-24-000069 0 Open →
Oct 15, 2024 8-K 0000316709-24-000066 18 Open →
Oct 1, 2024 8-K 0001193125-24-229532 19 Open →

8-K material events

Date Item Disclosure EDGAR
Oct 15, 2026 2.02 Results of Operations and Financial Condition Open →
Oct 15, 2026 9.01 Financial Statements and Exhibits Open →
Aug 12, 2026 8.01 Other Events Open →
Aug 12, 2026 9.01 Financial Statements and Exhibits Open →
Jun 29, 2026 8.01 Other Events Open →
Jun 29, 2026 9.01 Financial Statements and Exhibits Open →
Jun 1, 2026 5.03 Amendments to Articles of Incorporation or Bylaws Open →
Jun 1, 2026 9.01 Financial Statements and Exhibits Open →
May 22, 2026 5.07 Submission of Matters to a Vote of Security Holders Open →
May 21, 2026 8.01 Other Events Open →
May 21, 2026 9.01 Financial Statements and Exhibits Open →
Apr 22, 2026 3.03 Material Modification to Rights of Security Holders Open →
Apr 22, 2026 5.03 Amendments to Articles of Incorporation or Bylaws Open →
Apr 22, 2026 8.01 Other Events Open →
Apr 22, 2026 9.01 Financial Statements and Exhibits Open →
Apr 16, 2026 2.02 Results of Operations and Financial Condition Open →
Apr 16, 2026 9.01 Financial Statements and Exhibits Open →
Mar 2, 2026 7.01 Regulation FD Disclosure Open →
Mar 2, 2026 9.01 Financial Statements and Exhibits Open →
Jan 29, 2026 5.02 Departure/Election of Directors or Officers; Compensation Open →
Jan 29, 2026 7.01 Regulation FD Disclosure Open →
Jan 29, 2026 9.01 Financial Statements and Exhibits Open →
Jan 21, 2026 2.02 Results of Operations and Financial Condition Open →
Jan 21, 2026 9.01 Financial Statements and Exhibits Open →
Nov 14, 2025 8.01 Other Events Open →
Nov 14, 2025 9.01 Financial Statements and Exhibits Open →
Nov 6, 2025 7.01 Regulation FD Disclosure Open →
Nov 6, 2025 9.01 Financial Statements and Exhibits Open →
Oct 16, 2025 2.02 Results of Operations and Financial Condition Open →
Oct 16, 2025 9.01 Financial Statements and Exhibits Open →

Officers & insiders

Named officers from the latest SEC Form 3/4/5 filings at the holding-company level.

Name Title / role As of
Schwab Charles R. Co-Chairman Nov 2026
Murtagh Nigel J Chief Risk Officer Aug 2026
Morgan Peter J. III General Counsel Jul 2026
Verdeschi Michael D CFO Jun 2026
Wurster Richard A President & CEO May 2026
Wurster Richard A President & CEO May 2026
MARTINETTO JOSEPH R COO Apr 2024

M&A activity

From SEC filings (Forms 8-K, 425, S-4 and others) and Federal Reserve NIC structure records.

Date Type Role Source
Jun 1, 2026 Merger-related filing Registrant SEC Form 8-K
Apr 22, 2026 Merger-related filing Registrant SEC Form 8-K
Jan 29, 2026 Merger-related filing Registrant SEC Form 8-K
Jun 2, 2025 Merger-related filing Registrant SEC Form 8-K
Apr 1, 2025 Merger-related filing Registrant SEC Form 8-K
Feb 12, 2025 Merger announcement Registrant SEC Form 8-K
Oct 1, 2024 Merger-related filing Registrant SEC Form 8-K
Jul 25, 2024 Merger-related filing Registrant SEC Form 8-K
May 16, 2024 Merger-related filing Registrant SEC Form 8-K
May 5, 2023 Merger announcement Registrant SEC Form 8-K
Jan 31, 2023 Merger-related filing Registrant SEC Form 8-K
Dec 2, 2022 Merger-related filing Registrant SEC Form 8-K
Nov 2, 2022 Merger-related filing Registrant SEC Form 8-K
Oct 28, 2022 Merger-related filing Registrant SEC Form 8-K
Aug 3, 2022 Merger announcement Registrant SEC Form 8-K
Jul 28, 2022 Merger-related filing Registrant SEC Form 8-K
May 18, 2022 Merger-related filing Registrant SEC Form 8-K
Mar 7, 2022 Merger-related filing Registrant SEC Form 8-K
Oct 29, 2021 Merger-related filing Registrant SEC Form 8-K
Oct 15, 2021 Merger-related filing Registrant SEC Form 8-K

About this data

Filings, 8-K events, officer lists and M&A activity are sourced from SEC EDGAR and, for some M&A events, Federal Reserve NIC records. SEC disclosures are filed by the publicly-traded holding company, so officer and material-event data reflect the parent registrant. For the bank's regulatory financials, see its full profile and safety analysis.