Schwab (NYSE: SCHW) insider Beatty lines up $111K share sale

Rhea-AI Filing Summary

The Charles Schwab Corporation insider Jonathan Beatty filed a notice to sell 1,000 shares of common stock under Rule 144. The shares relate to an RSU / AWARD from the issuer dated July 1, 2025, with an indicated value of $111,000.00, and are listed on the NYSE. The filing also lists prior common stock sales by Beatty over the past three months on July 2, 6, 7, and 21, 2026, each involving 2,000 shares at reported values ranging from $194,059.00 to $208,411.00.

Key Figures

Shares proposed for sale: 1,000 shares Proposed sale value: $111,000.00 Award date: 07/01/2025 +4 more

7 metrics

Shares proposed for sale 1,000 shares Common stock under Rule 144 notice

Proposed sale value $111,000.00 Aggregate value for 1,000 common shares

Award date 07/01/2025 RSU / AWARD from issuer linked to proposed sale

Prior sale 1 2,000 shares; $194,059.00 Common stock sale dated 07/02/2026

Prior sale 2 2,000 shares; $200,014.00 Common stock sale dated 07/06/2026

Prior sale 3 2,000 shares; $204,017.00 Common stock sale dated 07/07/2026

Prior sale 4 2,000 shares; $208,411.00 Common stock sale dated 07/21/2026

Key Terms

Rule 144, RSU / AWARD, Securities Sold During The Past 3 Months

3 terms

Rule 144 regulatory

"Filer Information | | | 144: Filer Information"

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.

RSU / AWARD financial

"COMMON | 07/01/2025 | RSU / AWARD | ISSUER"

Securities Sold During The Past 3 Months regulatory

"144: Securities Sold During The Past 3 Months"

FAQ

What does the SCHW Form 144 filed by Jonathan Beatty disclose?

The Form 144 for SCHW discloses that insider Jonathan Beatty plans to sell 1,000 shares of Charles Schwab common stock related to an RSU / AWARD dated July 1, 2025, with an indicated value of $111,000.00.

How many Charles Schwab (SCHW) shares are proposed for sale in this Form 144?

The filing lists a proposed sale of 1,000 shares of SCHW common stock. These shares are associated with an RSU / AWARD from July 1, 2025, and are valued in the filing at an aggregate of $111,000.00.

What prior SCHW stock sales by Jonathan Beatty are reported in the last three months?

The notice reports prior SCHW common stock sales of 2,000 shares on each of July 2, 6, 7, and 21, 2026, with respective reported values of $194,059.00, $200,014.00, $204,017.00, and $208,411.00.

What is the reported value of the SCHW shares proposed for sale in this Form 144?

The Form 144 states an aggregate value of $111,000.00 for the 1,000 SCHW common shares proposed for sale. This amount appears alongside the Rule 144 notice for the planned disposition of the award-related shares.

On which exchange are the Charles Schwab (SCHW) shares in this Form 144 listed?

The shares referenced in the Form 144 are listed on the NYSE. The filing identifies the security as Charles Schwab common stock, with trading on the New York Stock Exchange noted in the securities information section.

What type of award underlies the SCHW shares in Jonathan Beatty’s Form 144?

The underlying security is identified as an RSU / AWARD from the issuer dated July 1, 2025. The Form 144 links this restricted stock unit award to the 1,000 shares of Charles Schwab common stock proposed for sale.

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Available on EDGAR 08/17/2026 - 10:05 AM Accepted by SEC EDGAR 08/17/2026 - 10:04 AM 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
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

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

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	1000	111000.00	1729335714	08/17/2026	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	07/01/2025	RSU / AWARD	ISSUER			1000	07/01/2025	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	07/02/2026	2000	194059.00
Jonathan Beatty 3000 Schwab Way Westlake TX 76262	COMMON	07/06/2026	2000	200014.00
Jonathan Beatty 3000 Schwab Way Westlake TX 76262	COMMON	07/07/2026	2000	204017.00
Jonathan Beatty 3000 Schwab Way Westlake TX 76262	COMMON	07/21/2026	2000	208411.00

144: Remarks and Signature

Remarks

Date of Notice

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

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)