Charles Schwab insider plans Rule 144 sale of 4,000 shares

The Charles Schwab Corporation insider plans to sell common stock under Rule 144.

Accepted by SEC EDGAR 12/23/2025 - 10:20 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

The Charles Schwab Corporation insider plans to sell common stock under Rule 144. A notice reports a proposed sale of 4,000 shares of Schwab common stock through The Charles Schwab Corporation as broker on the NYSE, with an aggregate market value of $414,020.00. The shares relate to a stock option exercise from the issuer on 12/23/2025. The notice also shows that the seller previously sold 3,072 shares of Schwab common stock on 11/12/2025 for gross proceeds of $301,056.00. Schwab had 1,776,936,770 shares of common stock outstanding at the time listed.

Insights

Equity markets and insider-transactions analyst

Routine Rule 144 filing for planned insider share sale.

The content describes a planned sale of 4,000 shares of The Charles Schwab Corporation common stock under Rule 144. The shares are tied to a stock option exercise from the issuer on 12/23/2025, with an aggregate market value of $414,020.00. This is a disclosure of a potential secondary-market sale, not an issuance of new shares by the company.

The notice also lists a prior sale by the same seller of 3,072 common shares on 11/12/2025 for gross proceeds of $301,056.00. The outstanding common share count is given as 1,776,936,770, which provides scale relative to the amounts referenced. Based on the figures shown, this appears to be a routine insider liquidity event rather than a company-level capital raise.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does this Form 144 filing for SCHW disclose?

It discloses a planned sale of 4,000 shares of The Charles Schwab Corporation common stock under Rule 144, based on a stock option exercise from the issuer on 12/23/2025.

How many Charles Schwab (SCHW) shares are proposed to be sold and on which exchange?

The notice shows a proposed sale of 4,000 common shares of The Charles Schwab Corporation on the NYSE, using The Charles Schwab Corporation as the broker.

What is the aggregate market value of the SCHW shares in this planned Rule 144 sale?

The planned Rule 144 sale covers Schwab common stock with an aggregate market value of $414,020.00.

What prior SCHW share sales by the same person are disclosed in this Form 144?

The content reports that the same seller previously sold 3,072 Schwab common shares on 11/12/2025 for $301,056.00 in gross proceeds.

How many Charles Schwab common shares were outstanding according to this notice?

The notice lists 1,776,936,770 common shares of The Charles Schwab Corporation as outstanding at the referenced time.

Is The Charles Schwab Corporation issuing new shares in this Form 144?

The information describes a planned sale under Rule 144 of Schwab common stock held for the account of a person, which is a potential resale of existing shares rather than a new share issuance by the company.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0002028977
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	SCHWAB CHARLES CORP
SEC File Number	001-09700
Address of Issuer	3000 SCHWAB WAY WESTLAKE TEXAS 76262
Phone	817-859-5000
Name of Person for Whose Account the Securities are To Be Sold	Beatty Jonathan S
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
COMMON	THE CHARLES SCHWAB CORPORATION 3000 Schwab Way Westlake TX 76262	4000	414020.00	1776936770	12/23/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
COMMON	12/23/2025	STOCK OPTION EXERCISE	ISSUER			4000	12/23/2025	NA

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Jonathan Beatty 3000 Schwab Way Westlake TX 76262	COMMON	11/12/2025	3072	301056.00

144: Remarks and Signature

Remarks	FULL ACCOUNT: BEATTY FAMILY TRUST J BEATTY & N BEATTY TTEE
Date of Notice	12/23/2025
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	05/28/2025
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	JONATHAN S. BEATTY
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)