{"url_path":"/sec/schw/8-k/2026-05-21/item-9-01","section_key":"item-9-01","section_title":"Item 9.01 Financial Statements and Exhibits","topic":"sec","document":{"doc_type":"8-K","doc_date":"2026-05-21","source_url":"https://www.sec.gov/Archives/edgar/data/316709/0001193125-26-234609-index.html","accession_number":"0001193125-26-234609","cik":"0000316709","ticker":"SCHW","issuer_name":"SCHWAB CHARLES CORP","edgar_url":"https://www.sec.gov/Archives/edgar/data/316709/0001193125-26-234609-index.html","primary_entity_key":"0000316709","primary_entity_name":"SCHWAB CHARLES CORP"},"word_count":312,"has_tables":true,"body_markdown":"Item 9.01\n\nFinancial Statements and Exhibits\n\n(d) Exhibits\n\n \n\n 1.1\n  \n[Underwriting Agreement, dated May 18, 2026, by and among CSC and BofA Securities, Inc., Citigroup Global Markets Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and Wells Fargo Securities, LLC, as the representatives of the several underwriters named therein.](d227944dex11.htm)\n\n 4.1\n  \n[Senior Indenture, dated as of November 14, 2025, by and between CSC and The Bank of New York Mellon Trust Company, N.A., as Trustee, filed as Exhibit 4.1 to the Registrant’s Form 8-K dated November 14, 2025, and incorporated herein by reference.](http://www.sec.gov/Archives/edgar/data/316709/000119312525283263/d895473dex41.htm)\n\n 4.2\n  \n[Second Supplemental Indenture, dated as of May 21, 2026, by and between CSC and The Bank of New York Mellon Trust Company, N.A., as Trustee.](d227944dex42.htm)\n\n 4.3\n  \n[Form of 4.744% Fixed-to-Floating Rate Senior Notes due 2030 (included in Exhibit 4.2).](d227944dex42.htm)\n\n 4.4\n  \n[Form of 5.493% Fixed-to-Floating Rate Senior Notes due 2037 (included in Exhibit 4.2).](d227944dex42.htm)\n\n 5.1\n  \n[Opinion of Wachtell, Lipton, Rosen & Katz, dated May 21, 2026.](d227944dex51.htm)\n\n23.1\n  \n[Consent of Wachtell, Lipton, Rosen & Katz, dated May 21, 2026 (included in Exhibit 5.1).](d227944dex51.htm)\n\n104\n  \nCover Page Interactive Data File - the cover page interactive data file does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document.\n\nCertain portions of Exhibit 1.1 have been omitted pursuant to Rule 601(b)(10) of Regulation S-K. The omitted information is (i) not material and (ii) the type that the registrant treats as private or confidential. Information that has been omitted has been noted in this document with a placeholder identified by the mark “[Intentionally Omitted]”.\n\nSignature(s)\n\nPursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.\n\n \n\n \n\n \nTHE CHARLES SCHWAB CORPORATION\n\nDate: May 21, 2026\n \n\n \nBy:\n \n\n/s/ Michael Verdeschi\n\n \n\n \n\n \nMichael Verdeschi\n\n \n\n \n\n \nManaging Director and Chief Financial Officer"}