Schwab co-chair gifts 9,300 shares of company stock

Q: What insider transaction did SCHW (Charles Schwab Corp) report on this Form 4?

The filing reports a bona fide gift of 9,300 shares of SCHW Common Stock on 2026-08-27, made through a trust associated with Co-Chairman Charles R. Schwab and reported as an indirect disposition.

Q: How many SCHW shares were gifted by Charles R. Schwab in this transaction?

The reported transaction is a bona fide gift of 9,300 shares of SCHW Common Stock, with a reported per-share transaction price of $0.00, consistent with a non-cash gift transfer.

Q: What are Charles R. Schwab’s indirect SCHW holdings after the reported gift?

After the gift, indirect holdings include 53,549,441 shares held by a trust, 30,021,463 shares held by a limited partnership, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by the spouse as trustee.

Q: Was the SCHW insider transaction a purchase or sale on the market?

No. The transaction is coded as G, described as a bona fide gift, and is reported with a $0.00 transaction price per share, indicating a non-cash transfer rather than an open-market buy or sell.

Q: Are the SCHW shares in this Form 4 held directly by Charles R. Schwab?

No. All positions in this filing are reported as indirect ownership, including holdings by a trust, a limited partnership, 188 Corp, and the spouse as trustee, rather than direct personal ownership.

SCHWAB CHARLES CORP (SCHW) reported an insider ownership change by Co-Chairman Charles R. Schwab.

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Form Type

Rhea-AI Filing Summary

SCHWAB CHARLES CORP (SCHW) reported an insider ownership change by Co-Chairman Charles R. Schwab. On 2026-08-27, an entity described as a trust made a bona fide gift transfer of 9,300 shares of Common Stock, reported as an indirect disposition. Following this gift, the trust holds 53,549,441 shares indirectly. Additional reported indirect holdings are 30,021,463 shares held by a limited partnership, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by the spouse as trustee.

Insider Trade Summary

9,300 shares gifted

Gift 4 txns

Insider Schwab Charles R.

Role Co-Chairman

Type	Security	Shares	Price	Value
Gift	Common Stock	9,300	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 53,549,441 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

Gifted shares: 9,300 shares of Common Stock Trust indirect holdings after transaction: 53,549,441 shares of Common Stock Limited Partnership indirect holdings after transaction: 30,021,463 shares of Common Stock +3 more

6 metrics

Gifted shares 9,300 shares of Common Stock Bona fide gift on 2026-08-27 reported as indirect disposition by trust

Trust indirect holdings after transaction 53,549,441 shares of Common Stock Indirectly owned "by Trust" following the 9,300-share gift

Limited Partnership indirect holdings after transaction 30,021,463 shares of Common Stock Reported as indirectly owned "by Limited Partnership"

188 Corp indirect holdings after transaction 44,025 shares of Common Stock Reported as indirectly owned "by 188 Corp"

Spouse as Trustee indirect holdings after transaction 10,624,797.33 shares of Common Stock Reported as indirectly owned "by Spouse as Trustee"

Transaction price per share $0.00 per share Filed price for the 9,300-share bona fide gift

Key Terms

bona fide gift, indirect ownership, nature of ownership

3 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 ownership financial

"ownership_type is reported as "indirect" for all positions"

nature of ownership financial

"nature_of_ownership fields such as "by Trust" and "by Limited Partnership""

FAQ

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

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

The filing reports a bona fide gift of 9,300 shares of SCHW Common Stock on 2026-08-27, made through a trust associated with Co-Chairman Charles R. Schwab and reported as an indirect disposition.

How many SCHW shares were gifted by Charles R. Schwab in this transaction?

The reported transaction is a bona fide gift of 9,300 shares of SCHW Common Stock, with a reported per-share transaction price of $0.00, consistent with a non-cash gift transfer.

What are Charles R. Schwab’s indirect SCHW holdings after the reported gift?

After the gift, indirect holdings include 53,549,441 shares held by a trust, 30,021,463 shares held by a limited partnership, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by the spouse as trustee.

Was the SCHW insider transaction a purchase or sale on the market?

No. The transaction is coded as G, described as a bona fide gift, and is reported with a $0.00 transaction price per share, indicating a non-cash transfer rather than an open-market buy or sell.

Are the SCHW shares in this Form 4 held directly by Charles R. Schwab?

No. All positions in this filing are reported as indirect ownership, including holdings by a trust, a limited partnership, 188 Corp, and the spouse as trustee, rather than direct personal ownership.

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

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Available on EDGAR 08/28/2026 - 05:33 PM EDT Accepted by SEC EDGAR 08/28/2026 - 05:32 PM EDT

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)
08/27/2026

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	08/27/2026		G		9,300	D	$0	53,549,441	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)
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:

Remarks:

	/s/ P. Blake Allen, Attorney-in-fact	08/28/2026
	** 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