Charles R. Schwab (NYSE: SCHW) files notice to sell 45,500 shares

Rhea-AI Filing Summary

Charles R. Schwab filed a notice to sell 45,500 shares of The Charles Schwab Corporation common stock, with an indicated value of $4,550,000.00, in a proposed transaction dated 07/24/2026 on the NYSE. The notice also lists the original acquisition date of these shares as 03/31/1987 in connection with a leveraged buyout.

The disclosure further itemizes prior sales of Schwab common stock by Charles R. Schwab over the past three months, including transactions on 04/27/2026 (36,450 shares for $3,280,563.00), 04/29/2026 (63,743 shares for $5,768,228.00), 04/30/2026 (50,000 shares for $4,590,411.00), 05/01/2026 (55,000 shares for $5,052,175.00), 05/04/2026 (109,300 shares for $10,001,420.00), 05/06/2026 (109,300 shares for $10,057,043.00), 05/18/2026 (27,500 shares for $2,541,008.00), and 05/19/2026 (27,500 shares for $2,536,125.00).

Key Figures

Planned sale shares: 45,500 shares Planned sale value: $4,550,000.00 Acquisition date of shares: 03/31/1987 +5 more

8 metrics

Planned sale shares 45,500 shares Common stock proposed to be sold as of 07/24/2026

Planned sale value $4,550,000.00 Aggregate value of 45,500 shares proposed for sale

Acquisition date of shares 03/31/1987 Original acquisition date of 45,500 shares in leveraged buyout

Sale on 04/27/2026 36,450 shares; $3,280,563.00 Common stock sold by Charles R. Schwab on 04/27/2026

Sale on 04/29/2026 63,743 shares; $5,768,228.00 Common stock sold by Charles R. Schwab on 04/29/2026

Sale on 04/30/2026 50,000 shares; $4,590,411.00 Common stock sold by Charles R. Schwab on 04/30/2026

Sale on 05/04/2026 109,300 shares; $10,001,420.00 Common stock sold by Charles R. Schwab on 05/04/2026

Sale on 05/06/2026 109,300 shares; $10,057,043.00 Common stock sold by Charles R. Schwab on 05/06/2026

Key Terms

Form 144, Leveraged buyout, Common stock, Securities Sold During The Past 3 Months

4 terms

Form 144 regulatory

"144: Securities To Be Sold"

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.

Leveraged buyout financial

"03/31/1987 | LEVERAGED BUYOUT | Issuer"

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.

Common stock financial

"Common | THE CHARLES SCHWAB CORPORATION"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Securities Sold During The Past 3 Months regulatory

"144: Securities Sold During The Past 3 Months"

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 07/24/2026 - 11:50 AM Accepted by SEC EDGAR 07/24/2026 - 11:50 AM Learn about SEC filing dates

FAQ

What does SCHW’s Form 144 show about Charles R. Schwab’s planned stock sale?

The notice reports Charles R. Schwab intends to sell 45,500 shares of The Charles Schwab Corporation common stock, valued at $4,550,000.00, in a proposed transaction dated 07/24/2026 on the NYSE.

How many SCHW shares did Charles R. Schwab acquire in 1987 and how is it described?

The filing indicates the 45,500 shares to be sold were originally acquired on 03/31/1987 and describes the acquisition type as a leveraged buyout involving the issuer.

What SCHW stock sales did Charles R. Schwab report on 04/27/2026?

On 04/27/2026, Charles R. Schwab reported selling 36,450 shares of The Charles Schwab Corporation common stock, for aggregate proceeds of $3,280,563.00, as part of the sales listed for the past three months.

What were the largest recent SCHW trades by Charles R. Schwab in May 2026?

The largest individual trades listed are on 05/04/2026 and 05/06/2026, each for 109,300 shares of SCHW common stock, with reported proceeds of $10,001,420.00 and $10,057,043.00, respectively.

How much value did Charles R. Schwab report for his planned SCHW sale on 07/24/2026?

The proposed sale dated 07/24/2026 covers 45,500 shares of SCHW common stock, with a stated aggregate value of $4,550,000.00 in the Form 144 disclosure.

What recent SCHW sales by Charles R. Schwab occurred between 05/18/2026 and 05/19/2026?

The disclosure lists sales of 27,500 shares on 05/18/2026 for $2,541,008.00 and another 27,500 shares on 05/19/2026 for $2,536,125.00 of SCHW common stock.

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

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	45500	4550000.00	1739135507	07/24/2026	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			45500	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	04/27/2026	36450	3280563.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	04/29/2026	63743	5768228.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	04/30/2026	50000	4590411.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	05/01/2026	55000	5052175.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	05/06/2026	109300	10057043.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	05/04/2026	109300	10001420.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	05/18/2026	27500	2541008.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	05/19/2026	27500	2536125.00

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)