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  4. [Form 4] SCHWAB CHARLES CORP Insider Trading Activity

Schwab (SCHW) advisor chief sells 1,000 shares at $111.33

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

Rhea-AI Filing Summary

SCHWAB CHARLES CORP (SCHW) insider Jonathan S. Beatty, MD, Head of Advisor Services, reported selling 1,000 shares of common stock on 2026-08-17 at a weighted average price of $111.3301 per share, through a trust. The trust now holds 10,738 shares, and Beatty also reports 32,459 shares held directly.

The sale price reflects multiple trades executed between $111.19 and $111.405 per share in open market or private transactions, with the weighted average disclosed.

Positive

  • None.

Negative

  • None.
Insider Beatty Jonathan S
Role MD, Head of Advisor Services
Sold 1,000 shs ($111K)
Type Security Shares Price Value
Sale Common Stock F1 1,000 $111.3301 $111K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 10,738 shares (Indirect, by Trust); Common Stock — 32,459 shares (Direct)
Footnotes (1)
  1. F1. This transaction was executed in multiple trades at prices ranging from $111.19 to $111.405. 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 1,000 shares Common stock sale on 2026-08-17 by trust
Weighted average sale price $111.3301 per share Common stock sale on 2026-08-17
Price range of trades $111.19 to $111.405 per share Individual trades comprising the 1,000-share sale
Indirect shares after transaction 10,738 shares Trust holdings after 2026-08-17 sale
Direct shares reported 32,459 shares Direct ownership position as of 2026-08-17
weighted average sale price financial
"The price reported reflects the weighted average sale price."
indirect financial
"ownership_type": "indirect""
open market or private transaction financial
"transaction_code_description": "Sale in open market or private transaction""
by Trust financial
"nature_of_ownership": "by Trust""

FAQ

What insider transaction did SCHWAB CHARLES CORP (SCHW) report for Jonathan S. Beatty?
Jonathan S. Beatty reported selling 1,000 shares of SCHW common stock on 2026-08-17 at a weighted average price of $111.3301 per share, executed through a trust in open market or private transactions.

At what prices were Jonathan S. Beatty’s SCHW shares sold on 2026-08-17?
The reported sale used a weighted average price of $111.3301 per share, based on multiple trades executed at prices ranging from $111.19 to $111.405 per share in open market or private transactions.

How many SCHW shares does Jonathan S. Beatty hold after the reported sale?
After the sale, a trust associated with Jonathan S. Beatty holds 10,738 SCHW shares, and he also reports 32,459 SCHW shares held directly, according to the Form 4 ownership entries dated 2026-08-17.

Was Jonathan S. Beatty’s SCHW transaction under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmative, and the footnote describes price ranges and weighted average only. It does not state that the 1,000-share sale was made under a Rule 10b5-1 trading plan.

Is Jonathan S. Beatty’s SCHW ownership direct or indirect after the transaction?
The Form 4 shows both indirect ownership of 10,738 shares held “by Trust” and direct ownership of 32,459 shares. The 1,000-share sale on 2026-08-17 relates to the indirectly held trust position.

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Form 4 Insider Transactions: What Each Field Means →
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*
Beatty Jonathan S
(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
MD, Head of Advisor Services
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/17/2026		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 Stock08/17/2026S1,000D$111.3301(1)10,738Iby Trust
Common Stock32,459D
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 $111.19 to $111.405. 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-fact08/18/2026
** 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