Charles Schwab (NYSE: SCHW) director sells 22,640 trust-held shares

Rhea-AI Filing Summary

Schwab Charles Corp director Carolyn Schwab-Pomerantz reported selling 22,640 shares of common stock on August 4, 2026, at a weighted average price of $106.362 per share, executed in multiple trades between $106.22 and $106.46.

After the sale, an affiliated trust held 1,350,897.6599 shares indirectly. She also reported 11,226 shares held directly, 436,149 shares held indirectly by her spouse as trustee, and 2,798 shares held indirectly through an LLC.

Insider Trade Summary

Net Seller: 22,640 shares

Net Sell 4 txns

Insider Schwab-Pomerantz Carolyn

Role Director

Sold 22,640 shs ($2.41M)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	22,640	$106.362	$2.41M
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 1,350,897.6599 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 $106.22 to $106.46. 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: 22,640 shares Weighted average sale price: $106.362 per share Trust holdings after sale: 1,350,897.6599 shares +3 more

6 metrics

Shares sold 22,640 shares Common stock sold on August 4, 2026, by trust associated with director

Weighted average sale price $106.362 per share Average price for 22,640-share sale; individual trades $106.22–$106.46

Trust holdings after sale 1,350,897.6599 shares Indirect ownership reported as "by Trust" following the transaction

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

Spouse-as-trustee holdings 436,149 shares Indirect ownership reported as "by Spouse as Trustee" after transactions

LLC indirect holdings 2,798 shares Indirect ownership reported as "by LLC" after transactions

Key Terms

weighted average sale price, indirect ownership, by Trust, by Spouse as Trustee, +1 more

5 terms

weighted average sale price financial

"The price reported reflects the <b>weighted average sale price</b>."

indirect ownership financial

"total_shares_following_transaction noted as I, indicating <b>indirect ownership</b> by entities."

by Trust financial

"nature_of_ownership is listed as <b>by Trust</b> for the sold shares."

by Spouse as Trustee financial

"Another block of shares is held <b>by Spouse as Trustee</b> as indirect ownership."

by LLC financial

"An additional indirect position is reported as held <b>by LLC</b>."

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/05/2026 - 07:37 PM Accepted by SEC EDGAR 08/05/2026 - 07:36 PM Learn about SEC filing dates

FAQ

What insider transaction did SCHW director Carolyn Schwab-Pomerantz report?

Carolyn Schwab-Pomerantz reported a sale of 22,640 Charles Schwab (SCHW) common shares on August 4, 2026. The transaction was reported as an indirect sale by a trust at a weighted average price of $106.362 per share.

At what prices were the SCHW shares sold in this Form 4 filing?

The 22,640 SCHW shares were sold at a weighted average price of $106.362 per share. A footnote states the trades occurred in multiple executions at prices ranging from $106.22 to $106.46.

How many SCHW shares does Carolyn Schwab-Pomerantz hold after the reported sale?

After the reported sale, a trust associated with Carolyn Schwab-Pomerantz held 1,350,897.6599 SCHW shares indirectly. She also reported 11,226 shares held directly, 436,149 shares held indirectly by her spouse as trustee, and 2,798 shares held indirectly through an LLC.

Was the SCHW insider sale made under a Rule 10b5-1 trading plan?

The Form 4 indicates the Rule 10b5-1 checkbox was not marked as affirmatively adopted. The filing does not state that the August 4, 2026 sale of 22,640 shares was executed under a pre-arranged Rule 10b5-1 trading plan.

What type of ownership is reported for the sold SCHW shares?

The 22,640 SCHW shares sold on August 4, 2026 are reported as indirectly owned "by Trust". Other reported holdings include direct ownership, indirect ownership by spouse as trustee, and indirect ownership through an LLC.

How many SCHW shares does Carolyn Schwab-Pomerantz hold directly?

Following the reported transactions, Carolyn Schwab-Pomerantz listed a direct holding of 11,226 SCHW common shares. Additional SCHW shares are reported as indirectly owned through a trust, her spouse as trustee, and an LLC.

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)
08/04/2026

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	08/04/2026		S		22,640	D	$106.362(1)	1,350,897.6599	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 $106.22 to $106.46. 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	08/05/2026
	** 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)