Schwab insider plans $8.3M stock sale in August 2026

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.

Rhea-AI Filing Summary

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.

Key Figures

Shares to be sold: 74,388 shares of common stock Aggregate market value of shares to be sold: $8,250,648.00 Shares outstanding: 1,729,335,714 shares +3 more

6 metrics

Shares to be sold 74,388 shares of common stock Proposed Rule 144 sale expected on or about 08/28/2026

Aggregate market value of shares to be sold $8,250,648.00 Planned sale of 74,388 SCHW common shares

Shares outstanding 1,729,335,714 shares SCHW common shares outstanding as reported in the Form 144

Shares sold on 07/27/2026 192,488 shares for $19,999,920.00 Sales during the past 3 months by Walter Bettinger

Shares sold on 07/28/2026 93,408 shares for $9,773,990.00 Sales during the past 3 months by Walter Bettinger

Shares sold on 08/24/2026 176,210 shares for $19,997,361.00 Sales during the past 3 months by Walter Bettinger

Key Terms

Rule 144, Approximate Date of Sale, Aggregate market value, Family Trust, +1 more

5 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Approximate Date of Sale financial

"08/28/2026 appears as the approximate date of sale."

Aggregate market value financial

"74388 | 8250648.00 | 1729335714 | 08/28/2026 | NYSE"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

Family Trust financial

"FULL ACCOUNT TITLE: WALTER W. BETTINGER II FAMILY TRUST U/A DTD 03/24/2020"

Stock option financial

"STOCK OPTION EX / SELL | ISSUER"

A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.

FAQ

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

What does the Form 144 filing disclose for SCHW?

It discloses that Walter W. Bettinger, through the Walter W. Bettinger II Family Trust, has filed a Rule 144 notice to sell 74,388 SCHW common shares via stock option exercise and sale on or about 08/28/2026 on the NYSE.

How many SCHW shares are proposed to be sold in this Form 144?

The notice covers a proposed sale of 74,388 shares of SCHW common stock, with an aggregate market value of $8,250,648.00, expected to be sold around 08/28/2026.

What prior SCHW share sales by Walter Bettinger are reported in the last 3 months?

The filing lists three sales: 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 on 08/24/2026.

How many SCHW shares are outstanding according to this Form 144?

The Form 144 reports that 1,729,335,714 SCHW common shares are outstanding. This figure provides context for the size of the reported sales under Rule 144.

In whose name are the SCHW shares held for this Form 144 filing?

The shares are held under the Walter W. Bettinger II Family Trust U/A DTD 03/24/2020, with Walter W. Bettinger as trustee, as noted in the remarks section of the filing.

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

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Available on EDGAR 08/28/2026 - 04:16 PM EDT Accepted by SEC EDGAR 08/28/2026 - 04:15 PM EDT Learn about SEC filing dates

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	0001296479
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	Bettinger Walter W
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	Director

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	74388	8250648.00	1729335714	08/28/2026	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	08/28/2026	STOCK OPTION EX / SELL	ISSUER			74388	08/28/2026	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
Walter Bettinger 3000 Schwab Way Westlake TX 76262	COMMON	07/27/2026	192488	19999920.00
Walter Bettinger 3000 Schwab Way Westlake TX 76262	COMMON	07/28/2026	93408	9773990.00
Walter Bettinger 3000 Schwab Way Westlake TX 76262	COMMON	08/24/2026	176210	19997361.00

144: Remarks and Signature

Remarks	FULL ACCOUNT TITLE: WALTER W. BETTINGER II FAMILY TRUST U/A DTD 03/24/2020, WALTER W BETTINGER TTEE
Date of Notice	08/28/2026
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	WALTER W BETTINGER
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)