Charles Schwab (NYSE: SCHW) director preps August stock sale via trust

Rhea-AI Filing Summary

SCHWAB CHARLES CORP (SCHW) received a Rule 144 notice relating to planned sales of its common stock for the account of Walter W. Bettinger, identified as a director, via the Walter W. Bettinger II Family Trust.

The notice covers an intended sale of 176,210 common shares of The Charles Schwab Corporation on August 24, 2026, in connection with a “stock option ex / sell” transaction, with the issuer listed as the party to whom the securities are to be sold. The filing also reports that in the prior three months the same account sold 192,488 common shares on July 27, 2026 for an aggregate amount of $19,999,920.00, and 93,408 common shares on July 28, 2026 for an aggregate amount of $9,773,990.00.

Key Figures

Planned shares to be sold: 176,210 shares of common stock Shares sold on July 27, 2026: 192,488 shares Aggregate sale amount on July 27, 2026: $19,999,920.00 +3 more

6 metrics

Planned shares to be sold 176,210 shares of common stock Securities to be sold on 08/24/2026 under Rule 144 notice

Shares sold on July 27, 2026 192,488 shares Common stock sold for an aggregate of $19,999,920.00

Aggregate sale amount on July 27, 2026 $19,999,920.00 Proceeds from sale of 192,488 common shares

Shares sold on July 28, 2026 93,408 shares Common stock sold for an aggregate of $9,773,990.00

Aggregate sale amount on July 28, 2026 $9,773,990.00 Proceeds from sale of 93,408 common shares

Date of Notice 08/24/2026 Date on which the Rule 144 notice was signed and filed

Key Terms

Rule 144, Form 144, stock option ex / sell

3 terms

Rule 144 regulatory

"See the definition of "person" in 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.

Form 144 regulatory

"144: Filer Information 144: Issuer Information"

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.

stock option ex / sell financial

"COMMON | 08/24/2026 | STOCK OPTION EX / SELL | ISSUER"

FAQ

What does the Form 144 filing disclose for SCHW regarding Walter W. Bettinger?

It discloses that Walter W. Bettinger, through the Walter W. Bettinger II Family Trust, has filed a Rule 144 notice for the potential sale of 176,210 SCHW common shares on August 24, 2026, related to a stock option ex / sell transaction.

How many SCHW shares are proposed to be sold under this Form 144?

The notice covers a proposed sale of 176,210 shares of common stock of The Charles Schwab Corporation, with an intended transaction date of August 24, 2026.

What SCHW share sales were made in the past three months by this account?

The account reported selling 192,488 common shares on July 27, 2026 for $19,999,920.00, and 93,408 common shares on July 28, 2026 for $9,773,990.00.

Who is the person for whose account SCHW securities are to be sold?

The person is Walter W. Bettinger, identified as a Director of The Charles Schwab Corporation. The remarks section specifies the Walter W. Bettinger II Family Trust U/A DTD 03/24/2020, with Walter W. Bettinger as trustee.

On which exchange are the SCHW shares in this Form 144 listed?

The common stock referenced in the notice is listed on the NYSE, as indicated in the securities information section for The Charles Schwab Corporation.

What is the issuer information for SCHW in this Form 144?

The issuer is SCHWAB CHARLES CORP (The Charles Schwab Corporation), SEC file number 001-09700, with its address at 3000 Schwab Way, Westlake, Texas 76262 and phone number 817-859-5000.

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Available on EDGAR 08/24/2026 - 03:59 PM Accepted by SEC EDGAR 08/24/2026 - 03:59 PM 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	0001296479
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	Bettinger Walter W
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	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	176210	19999835.00	1729335714	08/24/2026	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	08/24/2026	STOCK OPTION EX / SELL	ISSUER			176210	08/24/2026	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
Walter Bettinger 3000 Schwab Way Westlake TX 76262	COMMON	07/27/2026	192488	19999920.00
Walter Bettinger 3000 Schwab Way Westlake TX 76262	COMMON	07/28/2026	93408	9773990.00

144: Remarks and Signature

Remarks	FULL ACCOUNT TITLE: WALTER W. BETTINGER II FAMILY TRUST U/A DTD 03/24/2020, WALTER W BETTINGER TTEE
Date of Notice	08/24/2026
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	WALTER W BETTINGER
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)