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.
Charles R. Schwab filed a notice to sell up to 46,445 shares of The Charles Schwab Corporation common stock, with an estimated aggregate value of $5,016,060.00, in transactions on or after August 11, 2026, listed as trading on the NYSE.
The filing also lists several common-stock sales by Charles R. Schwab during the prior three months, including multiple transactions in May, July, and August 2026 with individual trade sizes ranging from 27,500 to 95,450 shares and corresponding multi-million-dollar proceeds.
Schwab Charles R., Co-Chairman of SCHWAB CHARLES CORP, reported a bona fide gift transfer of 37,200 shares of common stock on 2026-08-06, made through an entity reported as held indirectly by Trust. A footnote states this change reflects his resignation as trustee of two trusts established for the benefit of his relatives.
Following this activity, the filing lists indirect holdings of 53,775,791 shares by Trust, 30,114,318 shares by a Limited Partnership, 44,025 shares by 188 Corp, and 10,624,797.33 shares by his spouse as trustee.
Charles Schwab Corporation’s Chief Risk Officer, Nigel J. Murtagh, exercised nonqualified stock options for a total of 26,675 shares of Common Stock at an exercise price of $46.81 per share, and sold the same number of shares at weighted average prices of about $109 per share on August 6 and 10, 2026. The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on November 25, 2025. He also reports an indirect holding of 2,621 shares of Common Stock through an ESPP.
Schwab Charles Corp director Paula A. Sneed reported an indirect sale of 5,263 shares of common stock on 2026-08-07 at a weighted average price of $107.1545 per share, executed by a trust. After this transaction, the trust held 91,711.1605 shares, and Sneed also reported 9,675 shares held directly. The sale price reflects multiple trades between $107.07 and $107.205 per share.
The Charles Schwab Corporation is offering two new series of primary debt securities: fixed‑to‑floating rate senior unsecured notes maturing in 2032 and 2037. Each series pays a fixed coupon from issuance until about one year before maturity, then switches to a floating rate based on compounded SOFR plus a margin, with interest paid quarterly during the floating period.
The notes rank equally with Schwab’s other senior unsecured debt but are structurally subordinated to all liabilities of its subsidiaries and are not insured by the FDIC. Schwab may redeem the notes early on specified dates, including make‑whole redemptions before the interest reset date and par calls closer to maturity. The company expects to use net proceeds for general corporate purposes.
Key risks include interest‑rate and market value volatility, potential illiquidity because the notes will not be listed on an exchange, limited covenants and more restrictive acceleration rights compared with certain older Schwab senior debt, and detailed benchmark risks around SOFR, Benchmark Transition Events and Schwab’s discretion in selecting any replacement rate.
A trust associated with Charles Schwab Corp director Carolyn Schwab-Pomerantz reported a sale of 18,561 shares of common stock on 2026-08-05. The shares were sold at a weighted average price of $107.6998 per share, with individual trade prices ranging from $107.53 to $107.87. Following this transaction, the trust holds 1,332,336.6599 shares indirectly. Separate entries report 11,226 shares held directly, 436,149 shares held indirectly by a spouse as trustee, and 2,798 shares held indirectly by an LLC.
Schwab Charles Corp executive Jonathan M. Craig, MD, Head of Retail Investing, exercised 21,750 nonqualified stock options at $46.81 per share, receiving the same number of common shares. These shares were contributed to a revocable trust, which sold 21,750 shares at a weighted average $107.0231 under a Rule 10b5-1 trading plan adopted on November 11, 2025. Craig continues to hold 21,866 stock options expiring March 1, 2029.
The Charles Schwab Corporation reported Q2 2026 net income of $2.8 billion on total net revenues of $7.1 billion, up 32% and 21% from Q2 2025. Diluted EPS rose to $1.54 (up 43%), pre-tax profit margin was 51.9%, and annualized return on common equity reached 25%.
Client activity remained strong: total client assets were $13.08 trillion (22% higher year-over-year), with Q2 net new client assets of $118.7 billion and 1.4 million new brokerage accounts. Daily average trades climbed 57% to 11.9 million, lifting trading revenue 28%; net interest revenue grew 19% as net interest margin improved to 3.00%.
Schwab closed the $636 million acquisition of Forge Global Holdings, adding private-market capabilities, and began rolling out a spot crypto trading offering for bitcoin and ether. The company repurchased $3.4 billion of common stock in the first half, raised its dividend 19% to $0.32 per share, and ended Q2 with a consolidated Tier 1 leverage ratio of 8.7% and an adjusted ratio of 6.8%, within its stated operating objective.