{"url_path":"/sec/schw/8-k/2026-06-29/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":"2026-06-29","source_url":"https://www.sec.gov/Archives/edgar/data/316709/0001193125-26-288640-index.html","accession_number":"0001193125-26-288640","cik":"0000316709","ticker":"SCHW","issuer_name":"SCHWAB CHARLES CORP","edgar_url":"https://www.sec.gov/Archives/edgar/data/316709/0001193125-26-288640-index.html","primary_entity_key":"0000316709","primary_entity_name":"SCHWAB CHARLES CORP"},"word_count":286,"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 June 25, 2026, by and among CSC, Citigroup Global Markets Inc. and Goldman Sachs & Co. LLC, as the representatives of the several underwriters named therein.](d334556dex11.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[Third Supplemental Indenture, dated as of June 29, 2026, by and between CSC and The Bank of New York Mellon Trust Company, N.A., as Trustee.](d334556dex42.htm)\n\n 4.3\n  \n[Form of 4.603% Fixed-to-Floating Rate Senior Notes due 2029 (included in Exhibit 4.2).](d334556dex42.htm)\n\n 5.1\n  \n[Opinion of Wachtell, Lipton, Rosen & Katz, dated June 29, 2026.](d334556dex51.htm)\n\n23.1\n  \n[Consent of Wachtell, Lipton, Rosen & Katz, dated June 29, 2026 (included in Exhibit 5.1).](d334556dex51.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\n \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: June 29, 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"}