Full text of Charles Schwab & Co., Inc.'s X-17A-5 filed 2026-02-26 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **CHARLES SCHWAB & CO., INC.** # **(SEC. I.D. NO. 8-16514)** Statement of Financial Condition as of December 31, 2025 and Report of Independent Registered Public Accounting Firm #### PUBLIC DOCUMENT (Pursuant to Rule 17a-5(e)(3) under the Securities Exchange Act of 1934). {1}------------------------------------------------ OMB Number: 3235-0123 Expires: November 30, 2026 Estimated average burden hours per response . . . 12.00 # **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ANNUAL AUDITED REPORT** SEC FILE NUMBER **FORM X-17A-5 8-16514 PART III** **FACING PAGE** #### **Information Required Pursuant to Rules 17a-5, 17a-12 and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING 01/01/25 AND ENDING 12/31/25 MM/DD/YY MM/DD/YY #### \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **A. REGISTRANT IDENTIFICATION** \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ NAME OF FIRM: Charles Schwab & Co., Inc. TYPE OF REGISTRANT (check all applicable boxes): ☒ Broker-dealer ☐ Security-based swap dealer ☐ Major security-based swap participant ☐ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) 3000 Schwab Way (No. and Street) Westlake Texas 76262 (City) (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Aaron Cowan (720) 418-3627 aaron.cowan@schwab.com (Name) (Area Code - Telephone Number) (email address) **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Deloitte & Touche LLP (Name - if individual, state last, first, middle name) 1601 Wewatta Street Denver Colorado 80203 (Address) (City) (State) (Zip Code) 10/20/2003 34 (Date of Registration with PCAOB) (if applicable) (PCAOB Registration No., if applicable) **FOR OFFICIAL USE ONLY** \**Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable.* **Persons…Read the full text as markdown