Schwab trust gifts 210,000 Charles Schwab shares

Charles Schwab’s latest insider report shows a large stock gift, not a market sale.

Rhea-AI Filing Summary

Charles Schwab’s latest insider report shows a large stock gift, not a market sale. A trust associated with Charles R. Schwab made a bona fide gift of 210,000 shares of Charles Schwab common stock at a reported price of $0.0000 per share. After this gift, the trust still indirectly holds 54,174,341 shares. Other indirect holdings reported as of the same date include 10,624,797.33 shares held by his spouse as trustee, 44,025 shares held by 188 Corp, and 30,209,768 shares held through a limited partnership.

Insider Trade Summary

210,000 shares gifted

Gift 4 txns

Insider Schwab Charles R.

Role Co-Chairman

Type	Security	Shares	Price	Value
Gift	Common Stock	210,000	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 54,174,341 shares (Indirect, by Trust); Common Stock — 30,209,768 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

Gifted shares: 210,000 shares Gift price: $0.0000 per share Trust holdings after gift: 54,174,341 shares +3 more

6 metrics

Gifted shares 210,000 shares Bona fide gift of common stock by trust

Gift price $0.0000 per share Reported transaction price for gifted shares

Trust holdings after gift 54,174,341 shares Indirect common stock held by trust after gift

Spouse trustee holdings 10,624,797.33 shares Indirect common stock held by spouse as trustee

188 Corp holdings 44,025 shares Indirect common stock held by 188 Corp

Limited partnership holdings 30,209,768 shares Indirect common stock held via limited partnership

Key Terms

bona fide gift, indirect ownership, Common Stock, nature of ownership

4 terms

bona fide gift financial

"transaction code description is listed as "Bona fide gift" for the 210,000 shares"

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

"each entry shows ownership_type as indirect with ownership_code "I""

Common Stock financial

"security_title is reported as "Common Stock" for all entries"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

nature of ownership financial

"nature_of_ownership fields include "by Trust", "by Spouse as Trustee", and similar descriptions"

FAQ

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

What insider transaction did Charles Schwab (SCHW) report in this Form 4?

The Form 4 reports a bona fide gift of Charles Schwab common stock by a trust associated with Charles R. Schwab. This is a non-market transfer, meaning no open-market buying or selling occurred in connection with the reported transaction.

How many Charles Schwab (SCHW) shares were gifted in the reported transaction?

The filing shows a bona fide gift of 210,000 shares of Charles Schwab common stock. The transaction price is listed as $0.0000 per share, reflecting that this was a gift transfer rather than a purchase or sale for cash consideration.

How many Charles Schwab (SCHW) shares does the trust hold after the gift?

Following the 210,000-share gift, the trust associated with Charles R. Schwab is reported to indirectly hold 54,174,341 shares of Charles Schwab common stock. This figure reflects the trust’s position after the reported bona fide gift transaction on the filing date.

Were any Charles Schwab (SCHW) shares bought or sold on the market in this Form 4?

No open-market purchases or sales are reported. The only transaction coded is a bona fide gift of 210,000 shares by a trust, which is a non-market transfer. Other line items simply update indirect holdings positions without buy or sell activity.

What other indirect holdings of Charles Schwab (SCHW) stock are disclosed?

The Form 4 lists additional indirect holdings: 10,624,797.33 shares held by his spouse as trustee, 44,025 shares held by 188 Corp, and 30,209,768 shares held through a limited partnership. These entries show ownership structure but do not reflect new transactions.

Does this Charles Schwab (SCHW) Form 4 include any derivative securities?

No derivative securities are listed in the derivative section of the filing. The reported positions and the 210,000-share bona fide gift all relate to Charles Schwab common stock held indirectly through trusts, a corporation, and a limited partnership.

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

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Accepted by SEC EDGAR 05/26/2026 - 05:30 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)
05/22/2026

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	05/22/2026		G		210,000	D	$0	54,174,341	I	by Trust
Common Stock								30,209,768	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	05/26/2026
	** 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)