Charles Schwab co-chairman's trust sells 70,750 shares

The sale was executed in multiple trades, with individual prices ranging from $92.835 to $93.135 per share.

Available on EDGAR 11/10/2026 - 08:09 PM EST Accepted by SEC EDGAR 11/10/2026 - 08:09 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

SCHW Co-Chairman Charles R. Schwab reported transactions involving common stock held indirectly by a trust: the trust sold 70,750 shares on November 9, 2026, at a weighted-average price of $93.0074 per share, then transferred 31,850 shares as a bona fide gift on November 10, 2026. The sale comprised multiple trades priced from $92.835 to $93.135 per share. Separate indirect holdings listed on November 9 included 30,021,463 shares by a limited partnership, 44,025 shares by 188 Corp, and 10,624,797 shares by his spouse as trustee.

Insider Trade Summary

Net Seller: 70,750 shares

Net Sell 2 txns

Insider Schwab Charles R.

Role Co-Chairman

Sold 70,750 shs ($6.58M)

Type	Security	Shares	Price	Value
Gift	Common Stock	31,850	$0.00	$0.00
Sale	Common Stock F1	70,750	$93.0074	$6.58M
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 53,232,016 shares (Indirect, by Trust); Common Stock — 30,021,463 shares (Indirect, by Limited Partnership); Common Stock — 44,025 shares (Indirect, by 188 Corp); Common Stock — 10,624,797.33 shares (Indirect, by Spouse as Trustee)

Footnotes (1)

1. F1. This transaction was executed in multiple trades at prices ranging from $92.835 to $93.135. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

Key Figures

Shares sold: 70,750 shares Weighted-average sale price: $93.0074 per share Sale price range: $92.835 to $93.135 per share +4 more

7 metrics

Shares sold 70,750 shares November 9, 2026

Weighted-average sale price $93.0074 per share November 9, 2026

Sale price range $92.835 to $93.135 per share Multiple trades on November 9, 2026

Shares transferred as a gift 31,850 shares November 10, 2026

Shares held by limited partnership 30,021,463 shares Indirect holding listed on November 9, 2026

Shares held by 188 Corp 44,025 shares Indirect holding listed on November 9, 2026

Shares held by spouse as trustee 10,624,797 shares Indirect holding listed on November 9, 2026

Key Terms

weighted average sale price, bona fide gift, open market or private transaction

3 terms

weighted average sale price financial

"The price reported reflects the weighted average sale price."

bona fide gift technical

"Bona fide gift"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

open market or private transaction financial

"Sale in open market or private transaction"

FAQ

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

How many SCHW shares did the trust sell, and at what price?

The trust's reported sale was 70,750 shares on November 9, 2026, at a weighted-average price of $93.0074 per share. The sale comprised multiple trades ranging from $92.835 to $93.135 per share. No Rule 10b5-1 plan is reported.

How many SCHW shares were transferred as a gift?

The trust reported a bona fide gift transfer of 31,850 shares on November 10, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Schwab Charles R.

(Last) (First) (Middle)

3000 SCHWAB WAY

(Street)

WESTLAKE TEXAS 76262

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
SCHWAB CHARLES CORP [ SCHW ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Co-Chairman

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/09/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	11/09/2026		S		70,750	D	$93.0074(1)	53,263,866	I	by Trust
Common Stock	11/10/2026		G		31,850	D	$0	53,232,016	I	by Trust
Common Stock								30,021,463	I	by Limited Partnership
Common Stock								44,025	I	by 188 Corp
Common Stock								10,624,797.33	I	by Spouse as Trustee

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction was executed in multiple trades at prices ranging from $92.835 to $93.135. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

Remarks:

	/s/ P. Blake Allen, Attorney-in-fact	11/10/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)