FFilingSight

Charles Schwab Corp. (SCHW) 10-K Red Flags

Risk signals extracted deterministically from Charles Schwab Corp.’s SEC 10-K/10-Q XBRL filings — no LLM, every finding cites the underlying data.

Detected red flags (9)

  • Restatement of financial statements: The term "restatement of" "previously issued" appears in 5 recent filing(s) (vs 3 in the prior period). This risk language is ongoing.
  • Endogenous analysis: 1 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
  • 9 new XBRL disclosure(s) in latest filing — expanding reporting scope.
  • 20 disclosure(s) dropped from prior year — reduced reporting granularity.
  • Ongoing high-severity risk language: Restatement of financial statements.
  • Market cap $193.13B at $111.68 per share.
  • Trailing P/E 24.02, P/S 8.07, P/B 3.85.
  • Restatement of financial statements: The term "restatement of" "previously issued" appears in 5 recent filing(s) (vs 3 in the prior period). This risk language is ongoing.
  • Endogenous analysis: 1 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.

Filings & ownership

  • Latest quarterly report (10-Q) filed Aug 7, 2026.
  • 8 recent 8-K material-event filings in the index.
  • Recent insider Form 4s: 0 buy vs 0 sell transactions.
  • ~10,000+ recent 13F-HR filings reference Charles Schwab Corp.; broad institutional reporting.
  • Recent filers include VIMA LLC, ONYX CAPITAL MANAGEMENT LLC, BANKERS TRUST CO /IA/.
  • 20 recent 13G passive institutional ownership notices.

Full SCHW analyst report

Valuation (DCF & Graham), technicals, macro exposure, risk scorecard and 13F/13D ownership.

View full report →

Not investment advice. FilingSight is an automated analytical research tool, not a registered investment advisor. Ratings and scores are quantitative analytical classifications, not buy or sell recommendations. Nothing here is personalized to your circumstances. Investing involves risk of loss — consult a licensed professional. See full disclosures.