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Charles Schwab Corp Co-Chairman Charles R. Schwab reported insider activity involving indirect holdings of the company’s common stock. On May 18, 2026, a limited partnership associated with him sold 27,500 shares in an open-market sale at a weighted-average price of $92.4003 per share, leaving 30,237,268 shares held by that partnership.
On May 15, 2026, a trust associated with him transferred 5,300 shares as a bona fide gift, with 54,384,341 shares remaining in that trust afterward. Additional indirect holdings are reported as 10,624,797.33 shares held by his spouse as trustee and 44,025 shares held by 188 Corp.
Charles R. Schwab reported multiple dispositions of Common stock under Rule 144, including 36,450 shares on 04/27/2026 and 109,300 shares on 05/06/2026.
The filings list several sale dates and share counts with corresponding cash amounts (for example, $3,280,563.00 for 36,450 shares on 04/27/2026). The transactions are reported on a Form 144 covering sales of common stock and do not state any additional qualifiers or proceeds treatment in the excerpt.
The Charles Schwab Corporation is offering multiple series of senior notes under a preliminary prospectus supplement dated May 18, 2026. The offering covers three note series: 2030 fixed-to-floating rate notes, 2030 floating rate notes and 2037 fixed-to-floating rate notes, all to be issued as senior unsecured debt.
The supplement describes interest mechanics linked to compounded SOFR, optional redemption features, ranking as senior unsecured obligations, and customary risk factors. Specific principal amounts, fixed coupon rates and exact payment dates are left as placeholders in the provided excerpt.
Schwab Charles Corp director Arun Sarin reported an option exercise and a related share sale. He exercised 7,866 shares of Common Stock at $28.96 per share, then contributed the shares received to a revocable trust. The trust later sold 2,500 shares of Common Stock in open-market transactions at a weighted average price of $91.164 per share. Following these transactions, Sarin held 10,666 shares directly and 23,983 shares indirectly through the trust.
The Charles Schwab Corporation reported strong results for the quarter ended March 31, 2026, driven by higher client activity and lending. Total net revenues rose 16% to $6.5B, while net income increased 30% to $2.5B. Diluted EPS grew 38% to $1.37, and adjusted diluted EPS reached $1.43. Client assets were $11.77T, up 19% year over year, with core net new assets of $140.0B and daily average trades of 9.9 million, a 34% increase.
Net interest revenue rose 16% to $3.1B on strong margin and bank lending and lower wholesale funding costs. Asset management and administration fees grew 15% to $1.8B, and trading revenue increased 20% to $1.1B. Expenses excluding interest rose only 5% to $3.3B, lifting the pre-tax profit margin to 49.2%. Return on average common equity improved to 23%, and return on tangible common equity reached 40%.
Schwab completed the $636M acquisition of Forge Global Holdings, Inc., adding a private markets platform. The company also repurchased $2.4B of common stock, increased its quarterly dividend by 19% to $0.32 per share, and maintained a consolidated Tier 1 leverage ratio of 8.9% with an adjusted Tier 1 leverage ratio of 6.8%.
Charles Schwab director Carolyn Schwab-Pomerantz reported an exercise-and-sale transaction involving company common stock. She exercised 9,910 shares under a nonqualified stock option at $31.65 per share, fully using this option grant under the company’s 2013 Stock Incentive Plan.
On the same date, a revocable trust associated with her indirectly sold 9,910 shares of common stock at a weighted average price of $92.2916 per share, executed in multiple trades. After these transactions, she reported 1,396,458.6599 shares held indirectly by a trust, 436,149 shares held indirectly with her spouse as trustee, 2,798 shares held indirectly by an LLC, and 9,624 shares held directly.
Charles R. Schwab, Co-Chairman of The Charles Schwab Corporation, reported indirect open-market sales totaling 218,600 shares of common stock. The sales, executed by a limited partnership on May 4 and May 6, 2026, were at weighted average prices of $91.5043 and $92.0132 per share.
After these transactions, the limited partnership holds 30,264,768 Schwab shares indirectly. Additional indirect holdings reported include 54,389,641 shares held by a trust, 10,624,797.33 shares held by the spouse as trustee, and 44,025 shares held by 188 Corp., indicating a large remaining overall stake.
Charles R. Schwab reported multiple proposed and recent open-market sales of Common Stock on Form 144. The filing lists sales during the past three months including 126,200 shares on 02/09/2026 for $13,446,547.00, 109,300 shares on 05/04/2026 for $10,001,420.00, and several other dates in April and May 2026 with per-trade share counts and proceeds.
The filing names The Charles Schwab Corporation Common stock and records aggregate single-trade figures and trade dates; these are notices of affiliate sales under Form 144 and show selling activity rather than company actions.