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Trust tied to Charles Schwab (NYSE: SCHW) director sells 18,561 shares

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

A trust associated with Charles Schwab Corp director Carolyn Schwab-Pomerantz reported a sale of 18,561 shares of common stock on 2026-08-05. The shares were sold at a weighted average price of $107.6998 per share, with individual trade prices ranging from $107.53 to $107.87. Following this transaction, the trust holds 1,332,336.6599 shares indirectly. Separate entries report 11,226 shares held directly, 436,149 shares held indirectly by a spouse as trustee, and 2,798 shares held indirectly by an LLC.

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Insights

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Insider Schwab-Pomerantz Carolyn
Role Director
Sold 18,561 shs ($2.00M)
Type Security Shares Price Value
Sale Common Stock F1 18,561 $107.6998 $2.00M
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 1,332,336.6599 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 $107.53 to $107.87. 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.
Shares sold 18,561 shares Indirect sale by trust on 2026-08-05
Weighted average sale price $107.6998 per share Weighted average for 18,561-share sale
Sale price range $107.53–$107.87 per share Multiple trades executed within this range
Trust holdings after sale 1,332,336.6599 shares Indirect ownership by trust following transaction
Direct holdings 11,226 shares Shares held directly after 2026-08-05
Spouse as trustee holdings 436,149 shares Indirect ownership by spouse as trustee
LLC holdings 2,798 shares Indirect ownership by LLC
indirect ownership financial
"The 18,561-share sale is reported as indirect ownership "by Trust""
weighted average sale price financial
"The price reported reflects the weighted average sale price."
by Spouse as Trustee financial
"total_shares_following_transaction": "436149.0000", "nature_of_ownership": "by Spouse as Trustee""
by LLC financial
"total_shares_following_transaction": "2798.0000", "nature_of_ownership": "by LLC""

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FAQ

What insider transaction did SCHW report for Carolyn Schwab-Pomerantz?
A trust associated with director Carolyn Schwab-Pomerantz sold 18,561 shares of Charles Schwab common stock on 2026-08-05. The filing describes this as a sale of indirectly held shares, executed at a weighted average price of $107.6998 per share.

At what price were the 18,561 SCHW shares sold in the reported transaction?
The 18,561 SCHW shares were sold at a weighted average price of $107.6998 per share. According to the disclosure, the trades were executed in multiple transactions at prices ranging from $107.53 to $107.87 per share on 2026-08-05.

What other SCHW holdings are reported for Carolyn Schwab-Pomerantz?
Beyond the trust position, the filing lists 11,226 SCHW shares held directly, 436,149 shares held indirectly by a spouse as trustee, and 2,798 shares held indirectly by an LLC, each shown as holdings following the reported date.

Is the SCHW share sale by Carolyn Schwab-Pomerantz reported as direct or indirect ownership?
The 18,561-share SCHW sale is reported as indirect ownership "by Trust". Additional holdings are shown under different ownership types, including direct ownership, indirect ownership by Spouse as Trustee, and indirect ownership by LLC, clarifying how the shares are held.
SEC Form 4
FORM 4UNITED 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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/05/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock08/05/2026S18,561D$107.6998(1)1,332,336.6599Iby Trust
Common Stock11,226D
Common Stock436,149Iby Spouse as Trustee
Common Stock2,798Iby 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. This transaction was executed in multiple trades at prices ranging from $107.53 to $107.87. 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-fact08/07/2026
** Signature of Reporting PersonDate
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