Public-Company Data
Charles Schwab Trust Bank: SEC Filings
Charles Schwab Trust Bank (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 |
|---|---|---|---|---|
| Aug 12, 2026 | 8-K | 0001193125-26-347083 | 19 | Open → |
| Aug 12, 2026 | Other | 0001193125-26-345662 | 17 | 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 → |
| 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 6, 2025 | 8-K | 0001193125-25-268187 | 31 | Open → |
| Oct 16, 2025 | 8-K | 0000316709-25-000046 | 17 | 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 → |
| 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 → |
| Oct 15, 2024 | 8-K | 0000316709-24-000066 | 18 | Open → |
| Oct 1, 2024 | 8-K | 0001193125-24-229532 | 19 | Open → |
| Jul 25, 2024 | 8-K | 0001193125-24-184831 | 16 | Open → |
| Jul 16, 2024 | 8-K | 0000316709-24-000056 | 18 | Open → |
| May 29, 2024 | 8-K | 0001193125-24-149155 | 16 | Open → |
| May 16, 2024 | 8-K | 0001193125-24-140547 | 18 | Open → |
| Apr 15, 2024 | 8-K | 0000316709-24-000041 | 18 | Open → |
| Feb 23, 2024 | 10-K | 0000316709-24-000018 | 172 | Open → |
| Jan 22, 2024 | Other | 0000000000-24-000778 | 5 | Open → |
| Jan 17, 2024 | 8-K | 0000316709-24-000011 | 18 | Open → |
8-K material events
| Date | Item | Disclosure | EDGAR |
|---|---|---|---|
| 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 → |
| Jul 18, 2025 | 2.02 | Results of Operations and Financial Condition | Open → |
| Jul 18, 2025 | 9.01 | Financial Statements and Exhibits | Open → |
Officers & insiders
| Name | Title / role | As of |
|---|---|---|
| Bettinger Walter W | Co-Chairman | Aug 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
| 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.