What was the size of the SCHW share gift reported by Charles R. Schwab?

A trust associated with Charles R. Schwab transferred 5,300 Charles Schwab Corp shares as a bona fide gift. Following this disposition, that trust continued to hold 54,384,341 shares, according to the reported post-transaction ownership figure.

Charles Schwab (SCHW) insider sale and gift via entities

Filing Impact

(Very High)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Charles Schwab Corp Co-Chairman Charles R. Schwab reported insider activity involving indirect holdings of the company’s common stock. On May 18, 2026, a limited partnership associated with him sold 27,500 shares in an open-market sale at a weighted-average price of $92.4003 per share, leaving 30,237,268 shares held by that partnership.

On May 15, 2026, a trust associated with him transferred 5,300 shares as a bona fide gift, with 54,384,341 shares remaining in that trust afterward. Additional indirect holdings are reported as 10,624,797.33 shares held by his spouse as trustee and 44,025 shares held by 188 Corp.

Insider Trade Summary

Net Seller: 27,500 shares ($2,541,008)

Net Sell 4 txns

Insider Schwab Charles R.

Role Co-Chairman

Sold 27,500 shs ($2.54M)

Type	Security	Shares	Price	Value
Sale	Common Stock	27,500	$92.4003	$2.54M
Gift	Common Stock	5,300	$0.00	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 30,237,268 shares (Indirect, by Limited Partnership)

Footnotes (1)

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Key Figures

Shares sold: 27,500 shares Sale price: $92.4003 per share LP holdings after sale: 30,237,268 shares +4 more

7 metrics

Shares sold 27,500 shares Open-market sale on May 18, 2026 by limited partnership

Sale price $92.4003 per share Weighted-average price for May 18, 2026 sale

LP holdings after sale 30,237,268 shares Indirect ownership by limited partnership following sale

Gifted shares 5,300 shares Bona fide gift on May 15, 2026 by trust

Trust holdings after gift 54,384,341 shares Indirect ownership by trust after gifting 5,300 shares

Spouse trust holdings 10,624,797.33 shares Indirect ownership by spouse as trustee as of May 15, 2026

188 Corp holdings 44,025 shares Indirect ownership by 188 Corp as of May 15, 2026

Key Terms

open-market sale, bona fide gift, indirect ownership, weighted average sale price, +2 more

6 terms

open-market sale financial

"transaction_action": "open-market sale""

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

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 ownership financial

"ownership_type": "indirect""

weighted average sale price financial

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

limited partnership financial

"nature_of_ownership": "by Limited Partnership""

A limited partnership is a legal business structure with two types of partners: at least one general partner who runs the business and bears full legal responsibility, and one or more limited partners who contribute money, share profits, and have liability capped at their investment. For investors, it matters because it separates control from financial exposure — like putting money into a store without managing it — and affects how returns, risks, taxes and transferability of ownership are handled.

trustee financial

"nature_of_ownership": "by Spouse as Trustee""

A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.

Form 4 Insider Transactions: What Each Field Means →

05/18/2026 - 09:33 PM

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)
05/15/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/15/2026		G		5,300	D	$0	54,384,341	I	by Trust
Common Stock	05/18/2026		S		27,500	D	$92.4003⁽¹⁾	30,237,268	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. This transaction was executed in multiple trades at prices ranging from $92.29 to $92.595. 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	05/18/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

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

Charles R. Schwab reported an indirect open-market sale of 27,500 Charles Schwab Corp common shares and a separate bona fide gift of 5,300 shares. All transactions involved indirect holdings through entities such as a limited partnership and a trust.

At what price were the SCHW shares sold in the latest insider trade?

The 27,500 Charles Schwab Corp shares were sold at a weighted-average price of $92.4003 per share. The filing notes multiple trades between $92.29 and $92.595, with the reported figure representing the overall weighted-average sale price.

How many SCHW shares remain in the selling limited partnership after the transaction?

After selling 27,500 shares, the limited partnership associated with Charles R. Schwab holds 30,237,268 Charles Schwab Corp common shares. This indicates the reported sale represents a relatively small portion of that specific indirect holding entity’s total position.

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

The filing lists 10,624,797.33 Charles Schwab Corp shares held by his spouse as trustee and 44,025 shares held by 188 Corp. These positions are reported as indirect ownership interests in addition to the limited partnership and trust holdings.