Charles R. Schwab (SCHW) logs 46,445-share insider sale near $108
Rhea-AI Filing Summary
Schwab Charles R., Co-Chairman of SCHWAB CHARLES CORP, reported an open-market sale of 46,445 shares of common stock on 2026-08-11 at a weighted average price of about $107.78 per share, executed through a limited partnership. After this sale, that limited partnership held 30,067,873 shares indirectly. The filing also lists additional indirect common stock holdings of 53,775,791 shares held by a trust, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by the reporting person’s spouse as trustee.
Positive
- None.
Negative
- None.
Insights
Analyzing...
Insider Trade Summary
Net Seller: 46,445 shares
Net Sell
4 txns
Insider
Schwab Charles R.
Role
Co-Chairman
Sold
46,445 shs ($5.01M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 46,445 | $107.7773 | $5.01M |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 30,067,873 shares (Indirect, by Limited Partnership);
Common Stock — 53,775,791 shares (Indirect, by Trust);
Common Stock — 44,025 shares (Indirect, by 188 Corp);
Common Stock — 10,624,797.33 shares (Indirect, by Spouse as Trustee)
Footnotes (1)
- F1. This transaction was executed in multiple trades at prices ranging from $107.79 to $107.825. 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: 46,445 shares
Weighted average sale price: $107.7773 per share
Trade price range: $107.79–$107.825 per share
+5 more
8 metrics
Shares sold
46,445 shares
Open-market or private sale on 2026-08-11
Weighted average sale price
$107.7773 per share
Sale of 46,445 common shares; price is weighted average
Trade price range
$107.79–$107.825 per share
Multiple trades executed within this price range
Limited partnership holdings
30,067,873 shares
Indirect common stock position after the reported sale
Trust holdings
53,775,791 shares
Indirect common stock held by trust
188 Corp holdings
44,025 shares
Indirect common stock held by 188 Corp
Spouse as trustee holdings
10,624,797.33 shares
Indirect common stock held by spouse as trustee
Net shares sold
46,445 shares
Net-sell direction per transaction summary
Key Terms
weighted average sale price, limited partnership, indirect ownership, open market or private transaction
4 terms
weighted average sale price financial
"The price reported reflects the weighted average sale price."
limited partnership financial
"total_shares_following_transaction held indirectly 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 ownership financial
"All reported positions are marked as indirect ownership (code I)."
open market or private transaction financial
"Transaction code S described as sale in open market or private transaction"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did SCHW Co-Chairman Charles R. Schwab report?
Charles R. Schwab reported a sale of 46,445 SCHW common shares on 2026-08-11 at a weighted average price of about $107.78 per share, executed through a limited partnership in an open-market or private transaction.
What other indirect SCHW holdings are reported for Charles R. Schwab?
Beyond the limited partnership, indirect SCHW holdings include 53,775,791 shares held by a trust, 44,025 shares held by 188 Corp, and 10,624,797.33 shares held by his spouse as trustee, all reported as indirect ownership positions.