Charles Schwab director sells 22,650 shares

Charles Schwab director Carolyn Schwab-Pomerantz reported two indirect transactions in the company’s common stock on July 28, 2026.

Rhea-AI Filing Summary

Charles Schwab director Carolyn Schwab-Pomerantz reported two indirect transactions in the company’s common stock on July 28, 2026. A trust associated with her sold 22,650 shares at a weighted average price of $105.713 per share, executed in multiple trades between $105.60 and $105.82. The same trust made a bona fide gift of 271 shares. Following these transactions, she reports 11,226 shares held directly, and indirect holdings of 436,149 shares by a spouse acting as trustee and 2,798 shares held by an LLC.

Insider Trade Summary

Net Seller: 22,650 shares

Net Sell 5 txns

Insider Schwab-Pomerantz Carolyn

Role Director

Sold 22,650 shs ($2.39M)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	22,650	$105.713	$2.39M
Gift	Common Stock	271	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 1,373,537.6599 shares (Indirect, by Trust); Common Stock — 11,226 shares (Direct); Common Stock — 436,149 shares (Indirect, by Spouse as Trustee); Common Stock — 2,798 shares (Indirect, by LLC)

Footnotes (1)

1. F1. This transaction was executed in multiple trades at prices ranging from $105.60 to $105.82. 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.

Key Figures

Shares sold: 22,650 shares Weighted average sale price: $105.713 per share Shares gifted: 271 shares +3 more

6 metrics

Shares sold 22,650 shares Indirect sale of common stock by trust on July 28, 2026

Weighted average sale price $105.713 per share Multiple trades between $105.60 and $105.82 on July 28, 2026

Shares gifted 271 shares Bona fide gift of common stock by trust on July 28, 2026

Direct holdings after transactions 11,226 shares Common stock held directly by Carolyn Schwab-Pomerantz

Indirect holdings by spouse as trustee 436,149 shares Common stock held indirectly by spouse acting as trustee

Indirect holdings by LLC 2,798 shares Common stock held indirectly through an LLC

Key Terms

bona fide gift, weighted average sale price, indirect ownership

3 terms

bona fide gift financial

"transaction_code_description: "Bona fide gift" for the 271-share transfer"

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.

weighted average sale price financial

"The price reported reflects the weighted average sale price"

indirect ownership financial

"direct_or_indirect = "I" with nature_of_ownership "by Trust""

FAQ

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

What insider stock sale did Carolyn Schwab-Pomerantz report at SCHW?

Carolyn Schwab-Pomerantz reported an indirect sale of 22,650 shares of Charles Schwab common stock on July 28, 2026. A related trust sold the shares at a $105.713 weighted average price, with trades executed between $105.60 and $105.82 per share.

What gift transaction did the SCHW director disclose in this Form 4?

The director disclosed a bona fide gift of 271 shares of Charles Schwab common stock on July 28, 2026. The shares were held indirectly by a trust, and the reported per-share price for this gift transaction was $0.00.

How many Charles Schwab (SCHW) shares does Carolyn Schwab-Pomerantz hold directly after these trades?

After the reported transactions, Carolyn Schwab-Pomerantz holds 11,226 shares of Charles Schwab common stock directly. Additional positions are reported as indirect holdings through a spouse acting as trustee and through an LLC-related ownership structure.

What indirect SCHW holdings by related entities are reported after the transactions?

Post-transaction, indirect holdings include 436,149 shares held by a spouse as trustee and 2,798 shares held by an LLC. These positions are reported as indirect ownership interests associated with director Carolyn Schwab-Pomerantz.

At what prices were the SCHW shares sold in the reported insider sale?

The sale’s reported price is a $105.713 weighted average per share. According to the disclosure, individual trades were executed in a range of $105.60 to $105.82 per share, with full trade details available on request.

Does the SCHW insider filing indicate use of a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not affirmed, and no footnote states that trades were made under a trading plan. The transactions are therefore reported without reference to any pre-arranged Rule 10b5-1 trading arrangement.

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

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Available on EDGAR 07/30/2026 - 08:34 PM Accepted by SEC EDGAR 07/30/2026 - 08:33 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-Pomerantz Carolyn

(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
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/28/2026

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	07/28/2026		S		22,650	D	$105.713(1)	1,373,808.6599	I	by Trust
Common Stock	07/28/2026		G		271	D	$0	1,373,537.6599	I	by Trust
Common Stock								11,226	D
Common Stock								436,149	I	by Spouse as Trustee
Common Stock								2,798	I	by LLC

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 $105.60 to $105.82. 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	07/30/2026
	** 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)