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The Charles Schwab Corporation

SCHW

Financial Services · 112.29 +2.2% today

Isolated · not yet confirmedMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

The Charles Schwab Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+2.2% todayVolume comparison unavailable
Market group0 of 6 activeFinancial Services Asset Management · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • Capital expenditures increased 11% in Q1 2026 vs Q1 2025, driven by leasehold improvements, telecommunications/IT equipment for office expansions, and higher investment in internally developed software.

Invalidation: The isolated read changes if SCHW's group or a disclosed connection begins moving with it.

Watch this read

Who this business touches

The relationships behind SCHW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FIGPFiling-linked nameinvesteeMay 8, 2026

On March 2, 2026, Schwab completed its acquisition of Forge Global Holdings, Inc.

GLPFiling-linked nameinvesteeFeb 25, 2026

On November 6, 2025, Schwab announced that it had entered into a definitive agreement to acquire Forge Global Holdings, Inc.

Depended on by

SEICSEI Investments CompanycompetitorFeb 23, 2026

Principal competitors include investment advisory platform providers, such as Envestnet and Orion, as well as diversified firms that focus on custody operations, such as Charles Schwab & Co., Inc., and Fidelity Investments.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SCHW is currently a Follower in the organic co-movement group Financial Services Asset Management. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.