Charles Schwab officer proposes $5.89M share sale

The notice lists 1,729,335,714 common shares outstanding and identifies NYSE as the exchange.

Rhea-AI Filing Summary

The Charles Schwab Corporation (SCHW) reports that Charles R. Schwab, identified as an officer and director, gave notice of a proposed sale of 66,750 common shares held in the Charles and Helen Schwab Living Trust. The notice lists an aggregate market value of $5,892,269.00 and October 28, 2026, as the approximate sale date.

Key Figures

Common shares proposed for sale: 66,750 shares Aggregate market value: $5,892,269.00 Shares outstanding: 1,729,335,714 shares

3 metrics

Common shares proposed for sale 66,750 shares Approximate sale date: October 28, 2026

Aggregate market value $5,892,269.00 For the common shares listed for sale

Shares outstanding 1,729,335,714 shares Common shares outstanding as listed in the notice

Key Terms

Rule 144, aggregate market value, LEVERAGED BUYOUT

3 terms

Rule 144 regulatory

"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.

aggregate market value financial

"Aggregate market value"

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.

LEVERAGED BUYOUT financial

"LEVERAGED BUYOUT"

A leveraged buyout is when a buyer buys a company mostly with borrowed money, using the company’s assets and future cash flow as collateral — like buying a house with a big mortgage and using the house as security. It matters to investors because this heavy debt can raise returns if the buyer improves the business, but it also increases the risk of default and cash‑flow pressure, which can affect shareholders, creditors and bond prices.

FAQ

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

How many SCHW shares does Charles R. Schwab propose to sell?

The notice covers a proposed sale of 66,750 common shares held in the Charles and Helen Schwab Living Trust.

What is the proposed sale value in the SCHW notice?

The notice lists an aggregate market value of $5,892,269.00 for the proposed sale and gives October 28, 2026 as the approximate sale date.

What recent sales does the SCHW notice list for Charles R. Schwab?

The past-three-months section lists common-share sales of 46,445 on August 11, 2026; 46,410 on August 12, 2026; 91,325 on August 13, 2026; 95,250 on August 3, 2026; 90,500 on August 14, 2026; 11,700 on August 24, 2026; and 47,650 on August 4, 2026.

How does the SCHW notice say the shares were acquired?

The notice lists March 31, 1987 as the acquisition date and “leveraged buyout” as the acquisition method.

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

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Available on EDGAR 10/28/2026 - 03:51 PM EDT Accepted by SEC EDGAR 10/28/2026 - 03:50 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	0000923738
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	Schwab Charles R.
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
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	66750	5892269.00	1729335714	10/28/2026	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	03/31/1987	LEVERAGED BUYOUT	Issuer			66750	03/31/1987	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
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/11/2026	46445	5005719.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/12/2026	46410	5020448.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/13/2026	91325	10004360.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/03/2026	95250	10050418.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/14/2026	90500	10055311.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/24/2026	11700	13244412.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/04/2026	47650	5054571.00

144: Remarks and Signature

Remarks	FULL ACCT TITLE: HOS CHARLES R SCHWAB TTEE, CHARLES AND HELEN SCHWAB LIVING TRUST
Date of Notice	10/28/2026
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	Charles R. Schwab
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)