Charles Schwab trust sells 145,650 SCHW shares

Charles R. Schwab, Co-Chairman and director of Charles Schwab Corp, reported an indirect sale of common stock through a trust.

Rhea-AI Filing Summary

Charles R. Schwab, Co-Chairman and director of Charles Schwab Corp, reported an indirect sale of common stock through a trust. On January 29, 2026, a trust associated with him sold 145,650 shares of Charles Schwab common stock at a weighted average price of $103.1649, with individual trade prices ranging from $103.00 to $103.46.

Following this transaction, the Form 4 shows indirect beneficial ownership of 55,947,329 shares by the trust, 30,641,981 shares by a limited partnership, 44,025 shares by 188 Corp, and 9,509,797.33 shares by his spouse as trustee.

Insider Trade Summary

Net Seller: 145,650 shares

Net Sell 4 txns

Insider Schwab Charles R.

Role Co-Chairman

Sold 145,650 shs ($15.03M)

Type	Security	Shares	Price	Value
Sale	Common Stock	145,650	$103.1649	$15.03M
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 55,947,329 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)

Footnotes (1)

1. F1. This transaction was executed in multiple trades at prices ranging from $103.00 to $103.46. 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 effected.

FAQ

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What insider transaction did Charles R. Schwab report at SCHW?

Charles R. Schwab reported an indirect sale of 145,650 shares of Charles Schwab Corp common stock on January 29, 2026. The trade was executed by a trust associated with him, not in a direct personal account, according to the Form 4 filing details.

At what price were the 145,650 Charles Schwab (SCHW) shares sold?

The 145,650 shares of Charles Schwab common stock were sold at a weighted average price of $103.1649 per share. Individual trades occurred in multiple transactions at prices ranging from $103.00 to $103.46, as disclosed in the Form 4 footnote.

Who actually executed the SCHW share sale reported by Charles R. Schwab?

The sale was executed by a trust associated with Charles R. Schwab, where he reports indirect beneficial ownership. The Form 4 classifies the 145,650-share transaction as indirectly owned "by Trust," rather than a directly held personal brokerage account transaction.

What is Charles R. Schwab’s role at Charles Schwab Corp (SCHW)?

Charles R. Schwab is identified as both a director and an officer of Charles Schwab Corp, serving as Co-Chairman. This dual role is indicated in the Form 4, which also notes that he is not classified as a 10% owner for Section 16 reporting purposes.

How many SCHW shares does the trust hold after the reported sale?

After the January 29, 2026 transaction, the trust associated with Charles R. Schwab is shown as indirectly holding 55,947,329 shares of Charles Schwab common stock. This figure reflects the amount of securities beneficially owned by the trust following the reported sale.

What other indirect SCHW holdings are reported for Charles R. Schwab?

Besides the trust, the Form 4 shows 30,641,981 shares held indirectly by a limited partnership, 44,025 shares held by 188 Corp, and 9,509,797.33 shares held by his spouse as trustee. Each position is reported as indirect beneficial ownership of Charles Schwab common stock.

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Accepted by SEC EDGAR 02/02/2026 - 08:40 PM 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 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)
01/29/2026

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	01/29/2026		S		145,650	D	$103.1649(1)	55,947,329	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:

1. This transaction was executed in multiple trades at prices ranging from $103.00 to $103.46. 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 effected.

Remarks:

	/s/ P. Blake Allen, Attorney-in-fact	02/02/2026
	** 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.