Schwab: the client-asset machine still has to prove deposit mix is no longer the swing factor

Charles Schwab reported 2025 revenue of $23.9 billion and Q1 2026 revenue of $6.5 billion. The thesis depends on client asset growth, deposit mix, net interest revenue, expense control, capital strength and balance-sheet normalization.

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SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-19 · Issuer identity, ticker, exchange and CIK SEC APISEC submissions APIRetrieved 2026-05-19 · Filing chronology and company identity SEC XBRL APISEC companyfacts APIRetrieved 2026-05-19 · Financial statement cross-checks Annual reportFY2025 Form 10-K filed 2026-02-252026 · Annual business, risk and financial baseline Quarterly reportForm 10-Q filed 2026-05-082026 · Latest interim financial baseline Earnings release exhibitQ1 2026 earnings exhibit filed 2026-04-222026 · Recent management-reported earnings context Current reportForm 8-K filed 2026-04-222026 · Recent filing chronology Proxy statementDEF 14A filed 2026-04-062026 · Governance and incentive context