Charles Schwab insider sells 4,000 shares

The Charles Schwab Corporation filing reports insider sales by Jonathan Beatty.

Rhea-AI Filing Summary

The Charles Schwab Corporation filing reports insider sales by Jonathan Beatty. The filing lists two dispositions: 2,000 common shares sold on 12/23/2025 and 2,000 common shares sold on 01/22/2026. The record also notes RSUs acquired on 3/1/24 and 11/2/24.

The issuer is identified as The Charles Schwab Corporation and the form type is a Form 144 reporting sales of common stock.

Insights

Corporate Governance Analyst

Form 144 shows disclosed insider dispositions totaling 4,000 shares across two transactions.

The excerpt lists two reported sales by Jonathan Beatty: 2,000 common shares on 12/23/2025 and 2,000 common shares on 01/22/2026. The filing is labeled as a Form 144 for The Charles Schwab Corporation.

These entries are routine insider disposition disclosures under the securities law process; subsequent filings may provide additional context such as purchasers or proceeds.

Equity Compensation Specialist

RSU vesting dates are recorded alongside the sales, indicating source of shares.

The record includes RSU acquisition dates: 3/1/24 and 11/2/24, which appear in the securities information section. This ties awarded equity to the insider's reported share activity.

Timing and exact cash treatment are not included in the excerpt; further filings would clarify whether sales were linked to tax withholding or open-market dispositions.

FAQ

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

How many shares did Jonathan Beatty sell in the Form 144 for SCHW?

Jonathan Beatty sold 2,000 shares on 12/23/2025 and 2,000 shares on 01/22/2026. The filing lists these two dispositions as the reported sales in the excerpt.

Which company is the issuer in this Form 144 filing?

The issuer is The Charles Schwab Corporation. The filing identifies the issuer name and lists the securities as common stock on the NYSE in the provided excerpt.

Does the filing show when the shares were acquired before sale?

The filing records RSU acquisition dates of 3/1/24 and 11/2/24. These acquisition entries appear in the securities information section alongside the sales data.

What form type is used to report these insider sales for SCHW?

The transactions are reported on a Form 144. The excerpt's header and content identify the filing as Form 144 reporting insider dispositions of common stock.

Who is the reporting person listed for the sales?

The reporting person named in the excerpt is Jonathan Beatty with the address shown as 3000 Schwab Way, Westlake, TX 76262. His name appears next to the sale entries.

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

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Accepted by SEC EDGAR 02/27/2026 - 10:45 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	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	2030	193454.00	1752210425	02/27/2026	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	03/01/2024	RSU ACQUIRED ON: 3/1/24 & 11/2/24	ISSUER			2030	03/01/2024	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	12/23/2025	2000	204021.00
Jonathan Beatty 3000 Schwab Way Westlake TX 76262	COMMON	01/22/2026	2000	210003.00

144: Remarks and Signature

Remarks	FULL ACCOUNT: BEATTY FAMILY TRUST J BEATTY & N BEATTY TTEE
Date of Notice	02/27/2026
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	JONATHAN S. BEATTY
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)