Charles Schwab plans sale of 117K shares via trust

Rhea-AI Filing Summary

THE CHARLES SCHWAB CORPORATION (SCHW) received a Form 144 notice indicating that Charles R. Schwab, via the Charles and Helen Schwab Living Trust, plans to sell up to 117,000 shares of common stock, with an aggregate market value of $13,277,160.00 as of 08/24/2026 on the NYSE.

The notice also lists multiple prior sales of SCHW common stock by Charles R. Schwab over the past three months, each disclosing the number of shares and dollar amounts for those transactions.

Key Figures

Shares to be sold: 117,000 shares Aggregate market value of planned sale: $13,277,160.00 Proposed sale date reference: 08/24/2026 +4 more

7 metrics

Shares to be sold 117,000 shares Planned sale of THE CHARLES SCHWAB CORPORATION common stock under Form 144

Aggregate market value of planned sale $13,277,160.00 Value of 117,000 SCHW common shares as of 08/24/2026

Proposed sale date reference 08/24/2026 Date associated with the Form 144 Securities Information for the 117,000 shares

Shares sold on 07/29/2026 95,450 shares COMMON stock of THE CHARLES SCHWAB CORPORATION sold by Charles R. Schwab

Proceeds on 07/29/2026 $10,100,057.00 Dollar amount for 95,450 SCHW shares sold on 07/29/2026

Shares sold on 08/14/2026 90,500 shares COMMON stock of THE CHARLES SCHWAB CORPORATION sold by Charles R. Schwab

Proceeds on 08/14/2026 $10,055,311.00 Dollar amount for 90,500 SCHW shares sold on 08/14/2026

Key Terms

Rule 144, Form 144, leveraged buyout, living trust

4 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.

leveraged buyout financial

"Common | 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.

living trust financial

"FULL ACCT TITLE: CHARLES AND HELEN SCHWAB LIVING TRUST"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the latest Form 144 filing disclose for SCHW?

The filing discloses that Charles R. Schwab, through the Charles and Helen Schwab Living Trust, intends to sell up to 117,000 shares of THE CHARLES SCHWAB CORPORATION common stock, with an aggregate market value of $13,277,160.00 as of 08/24/2026 on the NYSE.

Who is selling shares of SCHW under this Form 144 notice?

The planned sale relates to shares for the account of Charles R. Schwab, identified in the remarks as the Charles and Helen Schwab Living Trust, C Schwab & H Schwab TTEE, in common stock of THE CHARLES SCHWAB CORPORATION.

How many SCHW shares are planned to be sold and what is their value?

The notice covers a proposed sale of 117,000 shares of THE CHARLES SCHWAB CORPORATION common stock, with an aggregate market value of $13,277,160.00 as of 08/24/2026, as reported in the Form 144 Securities Information section.

What recent SCHW stock sales by Charles R. Schwab are disclosed?

Recent disclosed SCHW sales include, among others, 95,450 shares for $10,100,057.00 on 07/29/2026, 95,250 shares for $10,050,418.00 on 08/03/2026, and 90,500 shares for $10,055,311.00 on 08/14/2026.

Under what rule is this SCHW sale being reported?

The sale is reported under Rule 144, which governs the public resale of restricted and control securities. The Form 144 identifies Charles R. Schwab as the person for whose account the SCHW common stock is to be sold.

On which exchange are the SCHW shares in this filing listed?

The common stock of THE CHARLES SCHWAB CORPORATION referenced in this Form 144 is listed on the NYSE, as indicated in the Securities Information section of the notice.

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Available on EDGAR 08/24/2026 - 12:47 PM EDT Accepted by SEC EDGAR 08/24/2026 - 12:45 PM EDT 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	0000923738
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	Schwab Charles R.
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	Officer
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	117000	13277160.00	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	03/31/1987	LEVERAGED BUYOUT	Issuer			117000	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	08/04/2026	47650	5054571.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/11/2026	46445	5005719.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/12/2026	46410	5020448.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/13/2026	91325	10004360.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/14/2026	90500	10055311.00

144: Remarks and Signature

Remarks	FULL ACCT TITLE: CHARLES AND HELEN SCHWAB LIVING TRUST, C SCHWAB & H SCHWAB 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	Charles R. Schwab
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)