Charles Schwab (SCHW) insider details 47,650-share planned sale and prior trades

Rhea-AI Filing Summary

The Charles Schwab Corporation is identified as the issuer of common stock, and a planned sale of 47,650 common shares is reported, originally acquired on 03/31/1987 in connection with a leveraged buyout.

The reporting person, Charles R. Schwab, lists prior sales of common stock during the past three months, including 45,500 shares on 07/24/2026, 48,000 shares on 07/28/2026, 95,450 shares on 07/29/2026, 95,250 shares on 08/03/2026, 27,500 shares on 05/18/2026, and 27,500 shares on 05/19/2026, each with corresponding aggregate transaction values.

Key Figures

Planned shares to be sold: 47,650 shares Acquisition date of planned sale shares: 03/31/1987 Sale on 07/24/2026: 45,500 shares; 4,628,192.00 aggregate value +5 more

8 metrics

Planned shares to be sold 47,650 shares Common stock planned for sale under the notice

Acquisition date of planned sale shares 03/31/1987 Date shares planned for sale were originally acquired

Sale on 07/24/2026 45,500 shares; 4,628,192.00 aggregate value Common stock sold during past three months

Sale on 07/28/2026 48,000 shares; 5,068,629.00 aggregate value Common stock sold during past three months

Sale on 07/29/2026 95,450 shares; 10,100,057.00 aggregate value Common stock sold during past three months

Sale on 08/03/2026 95,250 shares; 10,050,418.00 aggregate value Common stock sold during past three months

Sale on 05/18/2026 27,500 shares; 2,541,008.00 aggregate value Common stock sold during past three months

Sale on 05/19/2026 27,500 shares; 2,536,127.00 aggregate value Common stock sold during past three months

Key Terms

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

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.

Securities Sold During The Past 3 Months regulatory

"144: Securities Sold During The Past 3 Months"

aggregate value financial

"07/24/2026 | 45500 | 4628192.00"

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 08/04/2026 - 10:56 AM Accepted by SEC EDGAR 08/04/2026 - 10:56 AM Learn about SEC filing dates

FAQ

What planned stock sale does Form 144 report for SCHW?

The filing reports a planned sale of 47,650 common shares of The Charles Schwab Corporation, which were originally acquired on 03/31/1987 in connection with a leveraged buyout transaction.

Who is the reporting person in this SCHW Form 144 notice?

The reporting person is Charles R. Schwab, who lists intended sales of The Charles Schwab Corporation common stock and details prior sales of common shares during the past three months.

What recent SCHW stock sales are disclosed for the past three months?

Disclosed past sales include 45,500 shares on 07/24/2026, 48,000 shares on 07/28/2026, 95,450 shares on 07/29/2026, 95,250 shares on 08/03/2026, and two sales of 27,500 shares on 05/18/2026 and 05/19/2026.

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

The common shares referenced in the filing are listed on the NYSE, with The Charles Schwab Corporation identified as the issuer of the common stock being reported.

How were the SCHW shares planned for sale originally acquired?

The 47,650 Charles Schwab common shares planned for sale were originally acquired on 03/31/1987 in connection with a leveraged buyout, as stated in the acquisition information.

What aggregate values are associated with recent SCHW stock sales?

The filing lists aggregate values such as 4,628,192.00 for 45,500 shares on 07/24/2026 and 10,050,418.00 for 95,250 shares on 08/03/2026, along with similar figures for other disclosed transactions.

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	47650	5033951.00	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	03/31/1987	LEVERAGED BUYOUT	Issuer			47650	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	07/28/2026	48000	5068629.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	07/29/2026	95450	10100057.00
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	05/18/2026	27500	2541008.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	05/19/2026	27500	2536127.00

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)