| BLSH |
Bullish |
72%
|
Reciprocal relationship from BLSH graph: Reciprocal relationship from SCHW graph: Reciprocal relationship from BLSH graph: Reciprocal relationship from SCHW graph: Reciprocal relationship from BLSH g… |
| BLSH |
Bullish |
72%
|
r before recovering in the second, then declining again in the third quarter. Investor sentiment recovered significantly in the fourth quarter to end 2023 with a solid bullish viewpoint. Despite this… |
| FICO |
Fair Isaac Corporation |
72%
|
ntrols, education and training for appropriate personnel, and developing risk-based procedures for conducting ongoing customer due diligence and complying with beneficial ownership requirements for l… |
| FICO |
Fair Isaac Corporation |
72%
|
Reciprocal relationship from FICO graph: Reciprocal relationship from SCHW graph: ntrols, education and training for appropriate personnel, and developing risk-based procedures for conducting ongoing… |
| FRGE |
Forge Global Holdings, Inc. |
72%
|
Reciprocal relationship from FRGE graph: Reciprocal relationship from SCHW graph: pects of the guidance on hedge accounting and addresses several incremental hedge accounting issues arising from the … |
| FRGE |
Forge Global Holdings, Inc. |
72%
|
pects of the guidance on hedge accounting and addresses several incremental hedge accounting issues arising from the global reference rate reform. Adoption should be applied on a prospective basis fo… |
| AMERITRADE-HOLDING-LLC |
AMERITRADE-HOLDING-LLC |
62%
|
nuous improvement, which helps to attract more clients and assets. Business Acquisition Acquisition of Ameritrade The Company acquired TD Ameritrade Holding Corporation, now Ameritrade Holding LLC (A… |
| AMERITRADE-HOLDING-TD-AMERITRADE-INC |
AMERITRADE-HOLDING-TD-AMERITRADE-INC |
62%
|
of a putative class of customers who purchased or sold securities through CS&Co or TD Ameritrade, Inc. from October 26, 2020 to the present. The lawsuit alleges that CSC’s acquisition of Ameritrade v… |
| BANK-HOLDING-COMPANY |
BANK-HOLDING-COMPANY |
62%
|
argest sources of net revenues are net interest revenue, asset management and administration fees, trading revenue, and bank deposit account fees. These revenue streams are supported by the combinati… |
| CHARLES-SCHWAB-INVESTMENT-MANAGEMENT-INC |
CHARLES-SCHWAB-INVESTMENT-MANAGEMENT-INC |
62%
|
( 39 ) Balance at March 31, 2026 $ 6,763 2,074 $ 21 — $ — $ 28,047 $ 45,912 $ ( 20,752 ) $ ( 10,757 ) $ 49,234 See Notes to Condensed Consolidated Financial Statements. - 29 - THE CHARLES SCHWAB CORP… |
| CS-CO-TD-AMERITRADE-INC |
CS-CO-TD-AMERITRADE-INC |
62%
|
nuous improvement, which helps to attract more clients and assets. Business Acquisition Acquisition of Ameritrade The Company acquired TD Ameritrade Holding Corporation, now Ameritrade Holding LLC (A… |
| FITCH-RATINGS-LTD |
FITCH-RATINGS-LTD |
62%
|
of hours worked divided by a 40-hour work week for the following categories: full-time, part-time, and temporary employees and persons employed on a contract basis. High Quality Liquid Assets (HQLA):… |
| MEMX-LLC |
MEMX-LLC |
62%
|
nt advisors with the SEC. Charles Schwab Futures and Forex LLC (CSFF) is registered as an FCM and FDM with the Commodity Futures Trading Commission (CFTC). Much of the regulation of broker-dealers ha… |
| NASDAQ-STOCK-MARKET-CBOE-EDGX-EXCHANGE-INC |
NASDAQ-STOCK-MARKET-CBOE-EDGX-EXCHANGE-INC |
62%
|
nt advisors with the SEC. Charles Schwab Futures and Forex LLC (CSFF) is registered as an FCM and FDM with the Commodity Futures Trading Commission (CFTC). Much of the regulation of broker-dealers ha… |
| OPERATIONS-INTRODUCTION-THE-CHARLES-SCHWAB-CORPO |
OPERATIONS-INTRODUCTION-THE-CHARLES-SCHWAB-CORPO |
62%
|
Item 6. Exhibits 66 -67 Signature 68 Part I – FINANCIAL INFORMATION THE CHARLES SCHWAB CORPORATION Management’s Discussion and Analysis of Financial Condition and Results of Operations (Tabular Amoun… |
| PAX |
Patria Investments Limited |
62%
|
Reciprocal relationship from PAX graph: Reciprocal relationship from SCHW graph: 1, 2026 was 8.9%, down from 9.3% at year-end 2025. Our consolidated adjusted Tier 1 Leverage Ratio (1) was 6.8% at Mar… |
| PAXOS-TRUST-COMPANY |
PAXOS-TRUST-COMPANY |
62%
|
1, 2026 was 8.9%, down from 9.3% at year-end 2025. Our consolidated adjusted Tier 1 Leverage Ratio (1) was 6.8% at March 31, down from 7.1% at year-end 2025, and within our long-term operating object… |
| PRESENTATION-THE-CHARLES-SCHWAB-CORPORATION |
PRESENTATION-THE-CHARLES-SCHWAB-CORPORATION |
62%
|
51 $ 1 $ 27,639 $ 37,568 $ ( 11,196 ) $ ( 14,848 ) $ 48,375 See Notes to Consolidated Financial Statements. - 67 - THE CHARLES SCHWAB CORPORATION Consolidated Statements of Cash Flows (1) (In Million… |
| PROGRAM-ROCKET-MORTGAGE-LLC |
PROGRAM-ROCKET-MORTGAGE-LLC |
62%
|
gally binding minimum lease payments for leases signed, but not yet commenced. These leases will commence in 2025 with lease terms of 10 to 11 years. 15. Commitments and Contingencies Loan Portfolio:… |
| RATING-GROUP |
RATING-GROUP |
62%
|
of hours worked divided by a 40-hour work week for the following categories: full-time, part-time, and temporary employees and persons employed on a contract basis. High Quality Liquid Assets (HQLA):… |
| ROCKET-MORTGAGE-LLC |
ROCKET-MORTGAGE-LLC |
62%
|
and HELOCs that are originated by Rocket Mortgage, LLC. CSB purchased First Mortgages of $ 4.2 billion and $ 2.9 billion during 2024 and 2023, respectively. CSB purchased HELOCs with commitments of $… |
| SCHWAB-COMPLIANCE-TECHNOLOGIES-INC |
SCHWAB-COMPLIANCE-TECHNOLOGIES-INC |
62%
|
2023. This increase reflected the impact of breakage fees of $97 million incurred in 2023 as a result of ending other third-party bank arrangements and a decrease in the amount paid to clients due to… |
| TD-AMERITRADE-CLEARING-INC |
TD-AMERITRADE-CLEARING-INC |
62%
|
Item 1. Business General Corporate Overview The Charles Schwab Corporation (CSC) is a savings and loan holding company. CSC engages, through its subsidiaries (collectively referred to as Schwab or th… |
| TD-AMERITRADE-HOLDING-CORPORATION |
TD-AMERITRADE-HOLDING-CORPORATION |
62%
|
nuous improvement, which helps to attract more clients and assets. Business Acquisition Acquisition of Ameritrade The Company acquired TD Ameritrade Holding Corporation, now Ameritrade Holding LLC (A… |
| TD-AMERITRADE-INC |
TD-AMERITRADE-INC |
62%
|
nuous improvement, which helps to attract more clients and assets. Business Acquisition Acquisition of Ameritrade The Company acquired TD Ameritrade Holding Corporation, now Ameritrade Holding LLC (A… |
| TD-GROUP-US-HOLDINGS-LLC |
TD-GROUP-US-HOLDINGS-LLC |
62%
|
inancial Statements (Tabular Amounts in Millions, Except Per Share Data, Ratios, or as Noted) (Unaudited) December 31, 2025 Carrying Amount Level 1 Level 2 Level 3 Balance at Fair Value Assets Cash a… |
