Charles Schwab (NYSE: SCHW) family member files Form 144 for $2.4M share sale

Rhea-AI Filing Summary

Carolyn Schwab Pomerantz filed a notice of proposed sale under Form 144 for up to 22,640 shares of The Charles Schwab Corporation common stock on the NYSE, with an aggregate market value of $2,405,500.00 as of the filing. The shares to be sold were acquired by gift from Charles R. Schwab on February 14, 2022, with an original acquisition date of November 26, 1986. The filing also notes that during the past three months, Carolyn Schwab Pomerantz sold 22,650 shares of the same common stock on July 28, 2026 for an aggregate amount of $2,394,400.00.

Key Figures

Shares proposed for sale: 22,640 shares Aggregate market value (proposed sale): $2,405,500.00 Shares sold in past 3 months: 22,650 shares +3 more

6 metrics

Shares proposed for sale 22,640 shares Common stock to be sold under Form 144

Aggregate market value (proposed sale) $2,405,500.00 Market value of 22,640 shares of common stock

Shares sold in past 3 months 22,650 shares Sale on July 28, 2026 reported in Form 144

Aggregate amount (recent sale) $2,394,400.00 Proceeds from July 28, 2026 sale of 22,650 shares

Date shares acquired by gift 02/14/2022 Gift from Charles R. Schwab to Carolyn Schwab Pomerantz

Original acquisition date 11/26/1986 Original acquisition date for gifted shares

Key Terms

Form 144, Securities To Be Sold, Securities Sold During The Past 3 Months

3 terms

Form 144 regulatory

"144: Securities Information COMMON | THE CHARLES SCHWAB CORPORATION"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Securities To Be Sold regulatory

"144: Securities To Be Sold COMMON | 02/14/2022 | GIFT"

Securities Sold During The Past 3 Months regulatory

"144: Securities Sold During The Past 3 Months CAROLYN SCHWAB"

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Available on EDGAR 08/04/2026 - 03:44 PM Accepted by SEC EDGAR 08/04/2026 - 03:44 PM Learn about SEC filing dates

FAQ

What does the Form 144 filing by SCHW’s Carolyn Schwab Pomerantz disclose?

The Form 144 discloses a proposed sale of 22,640 shares of The Charles Schwab Corporation common stock on the NYSE, with an aggregate market value of $2,405,500.00 based on the quoted market price at the time of the notice.

How many Charles Schwab (SCHW) shares are proposed to be sold under this Form 144?

The notice covers a proposed sale of 22,640 shares of The Charles Schwab Corporation common stock. This represents the maximum number of shares indicated in the Form 144 under the section labeled “Securities Information.”

What is the aggregate market value of the SCHW shares in the proposed Form 144 sale?

The aggregate market value of the proposed 22,640-share sale is listed as $2,405,500.00. This value is based on the market price used in the Form 144’s securities information section at the time of the filing.

How and when were the SCHW shares in the Form 144 acquired by Carolyn Schwab Pomerantz?

The 22,640 shares were acquired by gift from Charles R. Schwab on February 14, 2022, with the original acquisition date for those shares recorded as November 26, 1986 in the Form 144 acquisition detail.

What SCHW stock sales in the last three months are reported in this Form 144?

The filing reports that during the past three months, Carolyn Schwab Pomerantz sold 22,650 shares of The Charles Schwab Corporation common stock on July 28, 2026 for an aggregate amount of $2,394,400.00.

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	22640	2405500.00	1739135507	08/04/2026	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	02/14/2022	GIFT	CHARLES R SCHWAB		11/26/1986	22640	02/14/2022	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
CAROLYN SCHWAB POMERANTZ 3000 Schwab Way Westlake TX 76262	COMMON	07/28/2026	22650	2394400.00

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)