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Charles R. Schwab, Co-Chairman and director of The Charles Schwab Corporation, reported discrete sales of company common stock on 08/07/2025 and 08/08/2025. The Form 4 shows sales of 22,721 shares on 08/07/2025 at a weighted-average price of $96.0174, and two sales on 08/08/2025 of 28,653 shares at a weighted-average price of $96.6019 and 104,500 shares at a weighted-average price of $96.8435. Aggregated sales reported on the form total 155,874 shares. The filing lists the amount of securities beneficially owned following the reported transactions as 56,604,449 shares (indirect, by trust), and separately discloses related indirect holdings of 9,509,797.33 shares by spouse as trustee, 30,641,981 shares by a limited partnership, and 44,025 shares by 188 Corp. The explanatory notes state the reported prices reflect weighted-average sale prices executed in multiple trades.
Carolyn Schwab-Pomerantz, a director of The Charles Schwab Corporation (SCHW), reported multiple sales of common stock executed on 08/07/2025 under a Rule 10b5-1 trading plan adopted August 14, 2024. The Form 4 shows sales of 14,000 and 400 shares held indirectly by a trust at weighted-average prices of $96.6799 and $97.22, and sales of 9,400 and 200 shares held indirectly by a spouse-as-trustee at weighted-average prices of $96.6818 and $97.205. The filings list resulting indirect beneficial holdings in the ranges of 1,477,598.6599 and 460,114–460,314 shares depending on account designation. The explanatory note discloses the execution price ranges and offers to provide full trade details on request.
The Charles Schwab Corporation reported strong results for the quarter ended June 30, 2025, driven by asset gathering, trading activity, and improved funding costs. Net income was $2.13 billion in the quarter, up 60% year-over-year, and diluted EPS was $1.08, up 64%. Total net revenues rose 25% to $5.85 billion as net interest revenue increased to $2.82 billion (+31%), asset management fees reached $1.57 billion (+14%), and trading revenue was $952 million (+23%). Client assets totaled $10.76 trillion at quarter end, up 14% year-over-year, with core net new client assets of $80.3 billion in the quarter.
Schwab reduced bank supplemental funding by $22.2 billion in the first six months of 2025 and had $27.7 billion outstanding at June 30, 2025. Expenses excluding interest increased modestly to $3.05 billion. The consolidated Tier 1 Leverage Ratio was 9.8% and average LCR was 143%. Company disclosures note sensitivity to interest-rate changes and that EVE shows greater exposure to rate decreases.
The Charles Schwab Corporation Form 144 notifies a proposed public sale of 104,500 shares of common stock on the NYSE with an aggregate market value of $10,105,150 and an approximate sale date of 08/08/2025. The securities were acquired on 03/31/1987 in a leveraged buyout.
The filing also lists prior sales by Charles R. Schwab totaling 468,856 shares for gross proceeds of $40,864,082 on dates including 05/12/2025, 05/13/2025, 05/15/2025, 05/22/2025 and 08/07/2025. Total shares outstanding are stated as 1,816,970,383, making the proposed sale a very small fraction of outstanding shares. The signer affirms there is no undisclosed material adverse information and references Rule 10b5-1 plan language where applicable.
Form: SEC Form 144 filed relating to The Charles Schwab Corporation (SCHW) notice of proposed sale of securities.
Proposed sale:
- Class: Common
- Number of shares to be sold: 28,653
- Aggregate market value: $2,767,880.00
- Approximate date of sale: 08/08/2025
- Exchange: NYSE
Acquisition: Shares acquired as RSU AWARD on 03/01/2024 (amount 28,653).
Recent insider sales (past 3 months) reported in the filing: Five transactions by Charles R. Schwab totaling 468,856 shares with gross proceeds of $40,864,082.00 (dates: 05/12/2025, 05/13/2025, 05/15/2025, 05/22/2025, 08/07/2025).
Amendment to Form 4 for The Charles Schwab Corporation (SCHW)
Reporting person Paul V. Woolway (MD, Chief Banking Officer) filed an amended Form 4 correcting previously reported beneficial ownership following transactions dated 03/24/2025 (original filing 03/27/2025). The amendment reallocates 8,614 shares from direct to trust-held classification and discloses additional indirect holdings that were previously omitted.
- Direct holdings after amendment: 25,153 shares.
- Trust-held (indirect): 57,818.1078 shares.
- Other indirect holdings: 7,197 shares (ESPP), 1,138.624 shares (Son 1), 1,138.624 shares (Son 2).
- Derivatives: Table II shows no derivative securities reported.
The amendment is signed via attorney-in-fact on 08/05/2025. The filing corrects classification and disclosure errors but does not report any new transactions or derivative positions in this document.
Co-Chairman and Director Walter W. Bettinger filed a Form 4 reporting a sale of 173,876 Charles Schwab (SCHW) shares on 29 Jul 2025 at a weighted-average price of $98.84, executed through a family trust. Gross proceeds are roughly $17.2 million. After the sale, the trust still owns 590,734 shares.
Additional indirect holdings disclosed: 4,073 shares via the ESPP, 6,606.695 shares in the ESOP, 2,373.0349 shares held by the spouse, and 176.1192 shares held by the spouse as trustee. No derivative positions or 10b5-1 trading plans were indicated.
The filing contains no company-level financial metrics or strategic commentary; its sole purpose is to document this insider disposition.
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