Charles Schwab Co-Chairman (NYSE: SCHW) records 142,900-share insider sale
Rhea-AI Filing Summary
Charles R. Schwab, Co-Chairman of Schwab Charles Corp, reported indirect sales of 95,250 and 47,650 shares of common stock on August 3–4, 2026 through a trust, at weighted average prices of $105.5162 and $106.0770 over multiple trade prices. The filing also reports indirect holdings of 30,114,318 shares by a limited partnership, 44,025 shares by 188 Corp, and 10,624,797.33 shares held by his spouse as trustee.
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Insights
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Insider Trade Summary
Net Seller: 142,900 shares
Net Sell
5 txns
Insider
Schwab Charles R.
Role
Co-Chairman
Sold
142,900 shs ($15.10M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F2 | 47,650 | $106.077 | $5.05M |
| Sale | Common Stock F1 | 95,250 | $105.5162 | $10.05M |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 53,877,941 shares (Indirect, by Trust);
Common Stock — 30,114,318 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)
- F1. This transaction was executed in multiple trades at prices ranging from $105.05 to $105.97. 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.
- F2. This transaction was executed in multiple trades at prices ranging from $105.55 to $106.35. 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
Shares sold on 2026-08-03: 95250.0000 shares
Shares sold on 2026-08-04: 47650.0000 shares
Total shares sold: 142900 shares
+3 more
6 metrics
Shares sold on 2026-08-03
95250.0000 shares
Indirect sale of common stock by Trust at weighted average price $105.5162
Shares sold on 2026-08-04
47650.0000 shares
Indirect sale of common stock by Trust at weighted average price $106.0770
Total shares sold
142900 shares
Aggregate of reported indirect sales on August 3–4, 2026
Indirect holding by Limited Partnership
30114318.0000 shares
Indirect ownership position reported as of 2026-08-03
Indirect holding by 188 Corp
44025.0000 shares
Indirect ownership position reported as of 2026-08-03
Indirect holding by spouse as trustee
10624797.3300 shares
Indirect ownership position reported as of 2026-08-03
Key Terms
weighted average sale price, Limited Partnership, indirect
3 terms
weighted average sale price financial
"The price reported reflects the weighted average sale price."
Limited Partnership financial
"total shares following transaction 30114318.0000 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.
indirect financial
"ownership_type for these entries is reported as indirect"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What SCHW insider sales did Charles R. Schwab report for August 3–4, 2026?
Charles R. Schwab reported indirect sales of 95,250 and 47,650 SCHW common shares on August 3 and 4, 2026. Both transactions were executed through a trust and are reported as sales of indirectly held shares rather than direct personal holdings.
At what prices were the recent SCHW insider sales by Charles R. Schwab executed?
The reported weighted average sale prices were $105.5162 on August 3 and $106.0770 on August 4. Footnotes state each transaction comprised multiple trades within ranges of $105.05–$105.97 and $105.55–$106.35, respectively.
Were Charles R. Schwab’s SCHW insider sales under a Rule 10b5-1 trading plan?
The Form 4’s Rule 10b5-1 checkbox is not marked as affirmative, and the footnotes do not mention any trading plan. The transactions are therefore reported without being identified as executed under a pre-arranged Rule 10b5-1 plan.
Are the SCHW insider sale prices in this Form 4 exact trade prices or averages?
The prices reported, $105.5162 and $106.0770, are stated as weighted average sale prices. Footnotes explain that each sale occurred in multiple trades within specified price ranges, and full trade-level detail is available upon request.