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  4. [144] SCHWAB CHARLES CORP SEC Filing

Walter Bettinger plans Schwab (NYSE: SCHW) move after July–Aug $20M trades

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
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.

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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
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

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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144: Filer Information

144: Issuer Information

144: Securities Information



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


* 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

144: Remarks and Signature

Source: View Original Filing on SEC EDGAR