Welcome to our dedicated page for SCHWAB CHARLES SEC filings (Ticker: SCHW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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SCHWAB CHARLES CORP (SCHW) reported an insider ownership change by Co-Chairman Charles R. Schwab. On 2026-08-27, an entity described as a trust made a bona fide gift transfer of 9,300 shares of Common Stock, reported as an indirect disposition. Following this gift, the trust holds 53,549,441 shares indirectly. Additional reported indirect holdings are 30,021,463 shares held by a limited partnership, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by the spouse as trustee.
SCHWAB CHARLES CORP (SCHW) insider Walter W. Bettinger filed a Form 144 notice for a proposed resale of restricted or control shares under Rule 144. The notice covers the planned sale of 74,388 shares of common stock, expected on or about 08/28/2026, through a stock option exercise and sale transaction on the NYSE, with an aggregate market value of $8,250,648.00. The filing reports that SCHW common shares outstanding are 1,729,335,714. Over the prior three months, the filing lists additional sales for Bettinger (via the named family trust): 192,488 shares for $19,999,920.00 on 07/27/2026, 93,408 shares for $9,773,990.00 on 07/28/2026, and 176,210 shares for $19,997,361.00.
SCHWAB CHARLES CORP (SCHW) received a Form 144 notice from officer Neesha Hathi for a proposed sale of up to 16,354 shares of common stock, expected on or about 08/28/2026 via stock option exercise and sale. The filing lists an aggregate market value of $1,769,502 and states that 1,729,335,714 shares of common stock are outstanding.
SCHWAB CHARLES CORP (SCHW) director Carolyn Schwab-Pomerantz reported an indirect sale of 9,175 common shares on August 26, 2026, at a weighted average price of $109.2531 per share by a trust. After this sale, that trust holds 1,323,161.6599 shares, alongside additional reported direct and other indirect holdings.
SCHWAB CHARLES CORP (SCHW) director and Co-Chairman Charles R. Schwab reported an indirect sale of common stock on August 24, 2026. An affiliated trust sold 117,000 shares at a weighted average price of $113.2001 per share, with individual trades ranging from $112.77 to $113.65. Following this transaction, the trust held 53,558,741 shares indirectly. Additional indirect holdings reported as of that date include 30,021,463 shares held by a limited partnership, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by Mr. Schwab's spouse as trustee.
SCHWAB CHARLES CORP (SCHW) Co-Chairman and director Walter W. Bettinger reported an option exercise and related share sale. He exercised 176,210 nonqualified stock options at an exercise price of $46.81 per share, receiving an equal number of common shares indirectly through a family trust. The family trust then sold 176,210 common shares at a weighted-average price of $113.486 per share in multiple trades. Following the option exercise, 228,977 options remain directly held. Additional indirect holdings include 6,728.899 shares held by an ESOP, 4,334 by an ESPP, 2,403.0846 by a spouse, and 176.1192 by a spouse as trustee.
SCHWAB CHARLES CORP (SCHW) director Carolyn Schwab Pomerantz filed a notice of proposed sale under Rule 144 covering 9,175 shares of common stock of The Charles Schwab Corporation. The shares to be sold were acquired on February 14, 2022 as a gift from Charles R. Schwab.
The notice also lists prior Rule 144 sales of Schwab common stock by Carolyn Schwab Pomerantz during the past three months, including transactions on July 28, 2026, August 4, 2026, and August 5, 2026, each involving tens of thousands of shares and multi-million dollar aggregate sale values.
SCHWAB CHARLES CORP (SCHW) received a Rule 144 notice relating to planned sales of its common stock for the account of Walter W. Bettinger, identified as a director, via the Walter W. Bettinger II Family Trust.
The notice covers an intended sale of 176,210 common shares of The Charles Schwab Corporation on August 24, 2026, in connection with a “stock option ex / sell” transaction, with the issuer listed as the party to whom the securities are to be sold. The filing also reports that in the prior three months the same account sold 192,488 common shares on July 27, 2026 for an aggregate amount of $19,999,920.00, and 93,408 common shares on July 28, 2026 for an aggregate amount of $9,773,990.00.
THE CHARLES SCHWAB CORPORATION (SCHW) received a Form 144 notice indicating that Charles R. Schwab, via the Charles and Helen Schwab Living Trust, plans to sell up to 117,000 shares of common stock, with an aggregate market value of $13,277,160.00 as of 08/24/2026 on the NYSE.
The notice also lists multiple prior sales of SCHW common stock by Charles R. Schwab over the past three months, each disclosing the number of shares and dollar amounts for those transactions.
For SCHWAB CHARLES CORP (SCHW), director and Co-Chairman Charles R. Schwab reported two bona fide gifts of common stock held indirectly through a trust: 54,550 shares on August 18, 2026 and 45,500 shares on August 17, 2026, with no sale proceeds reported. The filing also lists indirect holdings after these events of 30,021,463 shares by a limited partnership, 44,025 shares by 188 Corp, and 10,624,797.33 shares held by his spouse as trustee.