Charles Schwab (NYSE: SCHW) trust sells 117K shares

Rhea-AI Filing Summary

SCHWAB CHARLES CORP (SCHW) director and Co-Chairman Charles R. Schwab reported an indirect sale of common stock on August 24, 2026. An affiliated trust sold 117,000 shares at a weighted average price of $113.2001 per share, with individual trades ranging from $112.77 to $113.65. Following this transaction, the trust held 53,558,741 shares indirectly. Additional indirect holdings reported as of that date include 30,021,463 shares held by a limited partnership, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by Mr. Schwab's spouse as trustee.

Insider Trade Summary

Net Seller: 117,000 shares

Net Sell 4 txns

Insider Schwab Charles R.

Role Co-Chairman

Sold 117,000 shs ($13.24M)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	117,000	$113.2001	$13.24M
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 53,558,741 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)

Footnotes (1)

1. F1. This transaction was executed in multiple trades at prices ranging from $112.77 to $113.65. 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: 117,000 shares of Common Stock Weighted average sale price: $113.2001 per share Sale price range: $112.77 to $113.65 per share +4 more

7 metrics

Shares sold 117,000 shares of Common Stock Indirect sale on August 24, 2026 by trust associated with Charles R. Schwab

Weighted average sale price $113.2001 per share Sale of 117,000 SCHW shares executed in multiple trades

Sale price range $112.77 to $113.65 per share Price range of multiple trades on August 24, 2026

Trust holdings after transaction 53,558,741 shares Indirect SCHW common stock held by trust following the sale

Limited partnership indirect holdings 30,021,463 shares SCHW common stock held indirectly by limited partnership

188 Corp indirect holdings 44,025 shares SCHW common stock held indirectly by 188 Corp

Spouse-as-trustee indirect holdings 10,624,797.33 shares SCHW common stock held indirectly by spouse as trustee

Key Terms

weighted average sale price, indirect, by Trust, by Limited Partnership, +1 more

5 terms

weighted average sale price financial

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

indirect financial

"total_shares_following_transaction ... ownership_type": "indirect""

by Trust financial

"nature_of_ownership": "by Trust""

by Limited Partnership financial

"nature_of_ownership": "by Limited Partnership""

by 188 Corp financial

"nature_of_ownership": "by 188 Corp""

FAQ

What insider transaction did SCHW Co-Chairman Charles R. Schwab report on this Form 4 for SCHW?

Charles R. Schwab reported an indirect sale of 117,000 SCHW common shares on August 24, 2026 by a trust, at a weighted average price of $113.2001 per share, with trade prices between $112.77 and $113.65.

At what price were the SCHW shares sold in Charles R. Schwab’s August 24, 2026 transaction?

The reported price is a weighted average sale price of $113.2001 per SCHW share. The footnote states that multiple trades occurred in a range from $112.77 to $113.65 per share.

How many SCHW shares did the reporting trust hold after the reported sale?

After selling 117,000 SCHW shares, the trust associated with Charles R. Schwab held 53,558,741 shares of SCHW common stock indirectly as of August 24, 2026.

What other indirect SCHW holdings are disclosed for Charles R. Schwab in this Form 4?

In addition to the trust, the filing shows 30,021,463 SCHW shares held indirectly by a limited partnership, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by his spouse as trustee.

Was the August 24, 2026 SCHW sale made under a Rule 10b5-1 trading plan?

The Form 4 indicates the Rule 10b5-1 checkbox is not checked, and the footnote does not mention a trading plan. The transaction is described simply as a sale executed in multiple trades with a reported weighted average price.

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 →

Available on EDGAR 08/26/2026 - 08:15 PM Accepted by SEC EDGAR 08/26/2026 - 08:15 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 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)
08/24/2026

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	08/24/2026		S		117,000	D	$113.2001(1)	53,558,741	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:

1. This transaction was executed in multiple trades at prices ranging from $112.77 to $113.65. 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	08/26/2026
	** 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)