SCHW insider gifts 52,500 shares; indirect holdings updated

Charles Schwab Corp (SCHW) insider, a Director and Co‑Chairman, reported a gift of 52,500 shares of common stock on 11/12/2025 (transaction code G) at a stated price of $0.

Accepted by SEC EDGAR 11/14/2025 - 05:50 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Charles Schwab Corp (SCHW) insider, a Director and Co‑Chairman, reported a gift of 52,500 shares of common stock on 11/12/2025 (transaction code G) at a stated price of $0. The shares were held indirectly by a trust.

After the transaction, the reporting person beneficially owned shares indirectly across entities: 56,119,454 by Trust, 30,641,981 by a Limited Partnership, 44,025 by 188 Corp, and 9,509,797.33 by Spouse as Trustee. The filing was made by one reporting person.

Insider Trade Summary

52,500 shares gifted

Gift 1 txn

Insider Schwab Charles R.

Role Co-Chairman

Type	Security	Shares	Price	Value
Gift	Common Stock	52,500	$0.00	$0.00
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 56,119,454 shares (Indirect, by Trust); Common Stock — 30,641,981 shares (Indirect, by Limited Partnership); Common Stock — 44,025 shares (Indirect, by 188 Corp); Common Stock — 9,509,797.33 shares (Indirect, by Spouse as Trustee)

FAQ

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

What did SCHW’s insider report in this Form 4?

A gift of 52,500 shares of common stock on 11/12/2025 (code G) at a stated price of $0.

How were the gifted shares held before the transaction?

They were held indirectly by a Trust.

What are the insider’s indirect holdings after the transaction?

Following the transaction: 56,119,454 by Trust; 30,641,981 by Limited Partnership; 44,025 by 188 Corp; 9,509,797.33 by Spouse as Trustee.

What roles does the reporting person hold at SCHW?

The reporting person is a Director and Officer (Co‑Chairman).

Was this filing made by more than one reporting person?

No. It was filed by one reporting person.

What does transaction code G mean on a Form 4?

Code G denotes a gift of securities.

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

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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 TX 76262

(City) (State) (Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
11/12/2025

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

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

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

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	11/12/2025		G		52,500	D	$0	56,119,454	I	by Trust
Common Stock								30,641,981	I	by Limited Partnership
Common Stock								44,025	I	by 188 Corp
Common Stock								9,509,797.33	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:

Remarks:

	/s/ P. Blake Allen, Attorney-in-fact	11/14/2025
	** 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.