Charles Schwab (NYSE: SCHW) insider plans sale of 48,000 common shares

Rhea-AI Filing Summary

Charles R. Schwab has filed a notice of proposed sale of 48,000 shares of The Charles Schwab Corporation common stock, with an aggregate market value of $5,040,000.00. The shares are to be sold on the NYSE on or after 07/28/2026.

The securities were originally acquired on 03/31/1987 in a leveraged buyout. Over the past three months, Charles R. Schwab has sold multiple blocks of common stock, including 45,500 shares for $4,628,192.00 on 07/24/2026 and several earlier sales in April and May 2026.

Key Figures

Planned shares to be sold: 48,000 shares Planned aggregate market value: $5,040,000.00 Acquisition date of securities: 03/31/1987 +5 more

8 metrics

Planned shares to be sold 48,000 shares Proposed sale of The Charles Schwab Corporation common stock

Planned aggregate market value $5,040,000.00 Value of 48,000 shares to be sold on or after 07/28/2026

Acquisition date of securities 03/31/1987 Shares acquired in a leveraged buyout

Sale on 07/24/2026 45,500 shares for $4,628,192.00 Common stock sold by Charles R. Schwab

Sale on 04/30/2026 50,000 shares for $4,590,411.00 Common stock sold during past 3 months

Sale on 05/01/2026 55,000 shares for $5,052,175.00 Common stock sale by Charles R. Schwab

Sale on 05/06/2026 109,300 shares for $10,057,043.00 Common stock sold during May 2026

Sale on 05/18/2026 27,500 shares for $2,541,008.00 Common stock sold during past 3 months

Key Terms

Form 144, leveraged buyout, aggregate market value, Securities Sold During The Past 3 Months

4 terms

Form 144 regulatory

"144: Securities Sold During The Past 3 Months"

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.

aggregate market value financial

"48000 | 5040000.00 | 1739135507"

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.

Securities Sold During The Past 3 Months regulatory

"144: Securities Sold During The Past 3 Months"

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Available on EDGAR 07/28/2026 - 11:38 AM Accepted by SEC EDGAR 07/28/2026 - 11:38 AM Learn about SEC filing dates

FAQ

How many SCHW shares does Charles R. Schwab plan to sell in this Form 144 notice?

Charles R. Schwab plans to sell 48,000 shares of The Charles Schwab Corporation common stock, with an indicated aggregate market value of $5,040,000.00 through transactions on the NYSE on or after 07/28/2026.

What is the planned aggregate value of Charles R. Schwab’s proposed SCHW share sale?

The planned sale covers $5,040,000.00 of The Charles Schwab Corporation common stock. This value corresponds to 48,000 shares intended to be sold on or after 07/28/2026 on the NYSE, as stated in the notice.

When were the SCHW shares to be sold by Charles R. Schwab originally acquired?

The shares to be sold were acquired on 03/31/1987 in a leveraged buyout. This acquisition date and method apply to the 48,000 shares of The Charles Schwab Corporation common stock covered by the current planned sale.

What recent SCHW stock sales by Charles R. Schwab are disclosed in the past 3 months section?

Recent sales include 45,500 shares for $4,628,192.00 on 07/24/2026, 50,000 shares for $4,590,411.00 on 04/30/2026, and multiple May 2026 sales of 55,000 and 109,300-share blocks at disclosed dollar amounts.

On which exchange are the SCHW shares in this planned sale expected to trade?

The notice identifies the NYSE as the exchange for the 48,000-share planned sale of The Charles Schwab Corporation common stock, with an aggregate market value of $5,040,000.00 and an intended sale date on or after 07/28/2026.

Who is the selling security holder in this SCHW Form 144 disclosure?

The selling security holder is Charles R. Schwab, associated with The Charles Schwab Corporation. He reports a proposed sale of 48,000 shares of common stock and lists several prior sales of SCHW shares over the preceding three months.

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	48000	5040000.00	1739135507	07/28/2026	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			48000	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	07/24/2026	45500	4628192.00
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)