SCHW Form 4: 298-share gift; large trust-held position reported

Rhea-AI Filing Summary

Charles Schwab Corp (SCHW) reported an insider transaction on a Form 4. A director recorded a gift (Code G) of 298 shares of common stock on 11/10/2025 at a stated price of $0.

Following the transaction, the reporting person’s beneficial ownership included 1,434,558.6599 shares held indirectly by a trust, 440,914 shares held indirectly by spouse as trustee, 2,798 shares held indirectly by an LLC, and 9,624 shares held directly.

Insider Trade Summary

Net Seller: 298 shares

Net Sell 4 txns

Insider Schwab-Pomerantz Carolyn

Role Director

Type	Security	Shares	Price	Value
Gift	Common Stock	298	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 1,434,558.6599 shares (Indirect, by Trust); Common Stock — 9,624 shares (Direct); Common Stock — 2,798 shares (Indirect, by LLC); Common Stock — 440,914 shares (Indirect, by Spouse as Trustee)

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

Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 11/13/2025 - 09:26 PM Learn about SEC filing dates

FAQ

What insider activity did SCHW report on Form 4?

A director reported a gift (Code G) of 298 shares of common stock on 11/10/2025.

What was the price per share for the SCHW gift transaction?

The Form 4 lists a price of $0 for the 298-share gift.

How many SCHW shares are held indirectly by trust after the transaction?

Indirect holdings by trust total 1,434,558.6599 shares after the reported transaction.

What other indirect holdings does the reporting person have in SCHW?

Indirect holdings include 440,914 shares by spouse as trustee and 2,798 shares by an LLC.

How many SCHW shares are held directly by the reporting person?

The reporting person holds 9,624 shares directly after the reported transaction.

What is the transaction code used in this SCHW Form 4?

The transaction is coded G, which denotes a gift.

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-Pomerantz Carolyn

(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
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
11/10/2025

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	11/10/2025		G		298	D	$0	1,434,558.6599	I	by Trust
Common Stock								9,624	D
Common Stock								2,798	I	by LLC
Common Stock								440,914	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	11/13/2025
	** 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.