Charles Schwab trust sells 136,400 shares on Oct. 29

Separate indirect holdings reported for October 28, 2026, include 30,021,463 shares by a limited partnership, 44,025 by 188 Corp. and 10,624,797 by a spouse as trustee.

Rhea-AI Filing Summary

Charles Schwab Corp. (SCHW) reported two sales of common stock by a trust, recorded as indirect holdings of Co-Chairman Charles R. Schwab: 66,750 shares on October 28, 2026, at a weighted average of $88.3559 per share, and 136,400 shares on October 29, 2026, at a weighted average of $89.5005 per share. The respective trade-price ranges were $88.185–$88.59 and $89.06–$89.92.

Insider Trade Summary

Net Seller: 203,150 shares

Net Sell 5 txns

Insider Schwab Charles R.

Role Co-Chairman

Sold 203,150 shs ($18.11M)

Type	Security	Shares	Price	Value
Sale	Common Stock F2	136,400	$89.5005	$12.21M
Sale	Common Stock F1	66,750	$88.3559	$5.90M
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 53,346,291 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)

Footnotes (2)

1. F1. This transaction was executed in multiple trades at prices ranging from $88.185 to $88.59. 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.
2. F2. This transaction was executed in multiple trades at prices ranging from $89.06 to $89.92. 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.

Key Figures

Common shares sold: 66,750 shares Weighted average sale price: $88.3559 per share Common shares sold: 136,400 shares +4 more

7 metrics

Common shares sold 66,750 shares October 28, 2026; reported as an indirect trust holding

Weighted average sale price $88.3559 per share October 28, 2026

Common shares sold 136,400 shares October 29, 2026; reported as an indirect trust holding

Weighted average sale price $89.5005 per share October 29, 2026

Indirect common shares held by limited partnership 30,021,463 shares October 28, 2026

Indirect common shares held by 188 Corp. 44,025 shares October 28, 2026

Indirect common shares held by spouse as trustee 10,624,797 shares October 28, 2026

Key Terms

weighted average sale price, Limited Partnership, Trustee

3 terms

weighted average sale price financial

"price reported reflects the weighted average sale price"

Limited Partnership technical

"by Limited Partnership"

A limited partnership is a legal business structure with two types of partners: at least one general partner who runs the business and bears full legal responsibility, and one or more limited partners who contribute money, share profits, and have liability capped at their investment. For investors, it matters because it separates control from financial exposure — like putting money into a store without managing it — and affects how returns, risks, taxes and transferability of ownership are handled.

Trustee technical

"by Spouse as Trustee"

A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.

FAQ

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

How many shares did a trust report selling for SCHW, and at what prices?

A trust's reported indirect sales were 66,750 common shares on October 28, 2026, at a weighted average of $88.3559 per share, and 136,400 shares on October 29, 2026, at $89.5005 per share. The reported trade ranges were $88.185–$88.59 and $89.06–$89.92, respectively.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 10/29/2026 - 07:23 PM EDT Accepted by SEC EDGAR 10/29/2026 - 07:23 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)
10/28/2026

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	10/28/2026		S		66,750	D	$88.3559(1)	53,482,691	I	by Trust
Common Stock	10/29/2026		S		136,400	D	$89.5005(2)	53,346,291	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)
				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 $88.185 to $88.59. 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.

2. This transaction was executed in multiple trades at prices ranging from $89.06 to $89.92. 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-fact	10/29/2026
	** 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)