Charles Schwab gifts 100K Schwab shares via trust

For SCHWAB CHARLES CORP (SCHW), director and Co-Chairman Charles R. Schwab reported two bona fide gifts of common stock held indirectly through a trust: 54,550 shares on August 18, 2026 and 45,500 shares on August 17, 2026, with no sale proceeds reported.

Rhea-AI Filing Summary

For SCHWAB CHARLES CORP (SCHW), director and Co-Chairman Charles R. Schwab reported two bona fide gifts of common stock held indirectly through a trust: 54,550 shares on August 18, 2026 and 45,500 shares on August 17, 2026, with no sale proceeds reported. The filing also lists indirect holdings after these events of 30,021,463 shares by a limited partnership, 44,025 shares by 188 Corp, and 10,624,797.33 shares held by his spouse as trustee.

Insider Trade Summary

100,050 shares gifted

Gift 5 txns

Insider Schwab Charles R.

Role Co-Chairman

Type	Security	Shares	Price	Value
Gift	Common Stock	54,550	$0.00	$0.00
Gift	Common Stock	45,500	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 53,675,741 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)

Key Figures

Gift on 2026-08-18: 54,550 shares Gift on 2026-08-17: 45,500 shares Total gifted shares: 100,050 shares +3 more

6 metrics

Gift on 2026-08-18 54,550 shares Bona fide gift of SCHW common stock held indirectly by trust

Gift on 2026-08-17 45,500 shares Bona fide gift of SCHW common stock held indirectly by trust

Total gifted shares 100,050 shares Sum of reported bona fide gifts of SCHW common stock

Indirect holding by Limited Partnership 30,021,463 shares SCHW common stock held indirectly by limited partnership

Indirect holding by 188 Corp 44,025 shares SCHW common stock held indirectly by 188 Corp

Indirect holding by Spouse as Trustee 10,624,797.33 shares SCHW common stock held indirectly by spouse as trustee

Key Terms

bona fide gift, indirect, nature_of_ownership, transaction_code

4 terms

bona fide gift financial

"transaction_code_description": "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.

indirect financial

""ownership_type": "indirect""

nature_of_ownership financial

""nature_of_ownership": "by Limited Partnership""

transaction_code financial

""transaction_code": "G""

FAQ

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

What insider transactions did Charles R. Schwab report in this Form 4 for SCHW?

Charles R. Schwab reported two bona fide gifts of SCHW common stock, totaling 100,050 shares, made through a trust on August 17 and 18, 2026, with no sale proceeds and classified as indirect ownership.

How many SCHW shares did Charles R. Schwab gift according to this filing?

The filing reports gifts totaling 100,050 SCHW shares, consisting of 54,550 shares on August 18, 2026 and 45,500 shares on August 17, 2026, all made as bona fide gifts from a trust.

Were Charles R. Schwab’s SCHW transactions market sales or gifts?

All reported transactions were bona fide gifts of SCHW common stock, coded “G,” with a per-share price of $0.00, indicating transfers without consideration rather than open-market purchases or sales.

What indirect SCHW holdings associated with Charles R. Schwab are shown in this Form 4?

Indirect holdings reported include 30,021,463 shares by a limited partnership, 44,025 shares by 188 Corp, and 10,624,797.33 shares held by his spouse as trustee, all in SCHW common stock.

Does this SCHW Form 4 indicate trading under a Rule 10b5-1 plan?

The filing indicates the Rule 10b5-1 checkbox is not affirmed (set to false), and the transactions are reported as bona fide gifts, not as trades pursuant to a pre-arranged 10b5-1 trading plan.

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

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Available on EDGAR 08/19/2026 - 06:51 PM EDT Accepted by SEC EDGAR 08/19/2026 - 06:51 PM EDT Learn about SEC filing dates

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)
08/17/2026

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	08/17/2026		G		45,500	D	$0	53,730,291	I	by Trust
Common Stock	08/18/2026		G		54,550	D	$0	53,675,741	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:

Remarks:

	/s/ P. Blake Allen, Attorney-in-fact	08/19/2026
	** 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)