SCHW history
Every recorded change to SCHW's data, most recent first.
- CurrentNext earnings date moved to 2027-01-15; next earnings date is now an estimate; the investment thesis was rewritten; the listed risks were updated; the balance sheet was rewritten; checkpoint passed: Q3 2026 results and fall business update: margin, new assets, client cash; checkpoint moved to Jan 15, 2027: Q4 2026 results and 2027 outlook; recent events were updated.
- LSEG rating moved from 1.96 to 2.04.
- The company overview was rewritten; the investment thesis was rewritten; the listed risks were updated; the balance sheet was rewritten; new checkpoint: Q3 2026 results and fall business update: margin, new assets, client cash; checkpoint removed: Q3 2026 business update: margin, new assets, client cash; recent events were updated.
- Recent events were updated.
- A balance sheet was added; 3 checkpoints were added.
- Recent events were updated.
- Next earnings date moved to 2026-10-15; next earnings date is now confirmed; the investment thesis was rewritten; the listed risks were updated; recent events were updated.
- This company was added.