[144] The Charles Schwab Corporation SEC Filing

Rhea-AI Filing Summary

Form 144 notice filed for The Charles Schwab Corporation (SCHW) documents proposed and completed sales of common stock by Charles R. Schwab. The filing shows a proposed sale of 136,500 shares (approximate aggregate market value $13,254,150) on 08/27/2025 to be executed on the NYSE. Acquisition details show these shares were acquired in a leveraged buyout on 03/31/1987. The filing also reports three sales by Charles R. Schwab in the prior three months: 22,721 shares (08/07/2025, $2,181,610), 133,153 shares (08/08/2025, $12,888,080), and 136,500 shares (08/26/2025, $13,194,903). The filer certifies no undisclosed material adverse information is known.

Insights

Securities Analyst

TL;DR: Insider sales by founder are large and recent; they increase share supply but the filing is procedural under Rule 144.

Charles R. Schwab, disclosed as the selling person, reported multiple large common stock dispositions totaling 292,374 shares across August 2025 and a proposed additional 136,500 share sale on 08/27/2025. These transactions are reported on Form 144 and list execution on the NYSE. From a market-structure perspective, clustered insider sales of this scale are material to liquidity and short-term supply-demand balance; the filing itself provides no explanation for the sales beyond compliance with Rule 144 and includes an assertion that no undisclosed material adverse information exists.

Corporate Governance Specialist

TL;DR: Routine Rule 144 disclosures showing monetization of long-held shares; governance disclosure appears complete for this notice.

The Form 144 records that the shares proposed for sale were originally acquired in a leveraged buyout on 03/31/1987, indicating long-term holdings being monetized. The filer provides the required representation about material information and references trading-plan mechanics. The notice contains the required broker, share counts, dates, and gross proceeds for recent sales, meeting disclosure expectations for an insider sale under Rule 144.

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	136500	13254150.00	1815219300	08/27/2025	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			136500	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	08/07/2025	22721	2181610.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/08/2025	133153	12888080.00
Charles R. Schwab 3000 Schwab Way Westlake TX 76262	COMMON	08/26/2025	136500	13194903.00

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)