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SCHWAB CHARLES CORP (SCHW) SEC Filings, Jul-Aug 2026

SCHW NYSE
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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.

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The Charles Schwab Corporation is the issuer of common stock listed on the NYSE. A Form 144 filing indicates a plan to sell restricted or control shares. The filing references common stock holdings of 1,999,016 shares, with issuer share data also listing 1,739,135,507 common shares.

The disclosure notes prior activity, including a gift by Charles R. Schwab involving 18,561 common shares dated February 14, 2022, and past 3‑month sales by Carolyn Schwab Pomerantz of 22,650 shares on July 28, 2026 for $2,394,400.00 and 22,640 shares on August 4, 2026 for $2,408,035.00.

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Jonathan M. Craig filed a notice of proposed sale of 56,740 shares of The Charles Schwab Corporation common stock, expected on August 5, 2026, in connection with a stock option exercise. The filing also reports a prior sale of 21,750 shares on July 7, 2026.

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SCHWAB CHARLES CORP executive Howard Dennis, MD, Chief Tech, OPS & Data Officer, reported a tax-withholding disposition of 1,292 shares of common stock on August 1, 2026. Shares were withheld to cover taxes upon settlement of restricted stock units at $104.8675 per share, leaving 9,178 shares held directly.

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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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Carolyn Schwab Pomerantz filed a notice of proposed sale under Form 144 for up to 22,640 shares of The Charles Schwab Corporation common stock on the NYSE, with an aggregate market value of $2,405,500.00 as of the filing. The shares to be sold were acquired by gift from Charles R. Schwab on February 14, 2022, with an original acquisition date of November 26, 1986. The filing also notes that during the past three months, Carolyn Schwab Pomerantz sold 22,650 shares of the same common stock on July 28, 2026 for an aggregate amount of $2,394,400.00.

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The Charles Schwab Corporation is identified as the issuer of common stock, and a planned sale of 47,650 common shares is reported, originally acquired on 03/31/1987 in connection with a leveraged buyout.

The reporting person, Charles R. Schwab, lists prior sales of common stock during the past three months, including 45,500 shares on 07/24/2026, 48,000 shares on 07/28/2026, 95,450 shares on 07/29/2026, 95,250 shares on 08/03/2026, 27,500 shares on 05/18/2026, and 27,500 shares on 05/19/2026, each with corresponding aggregate transaction values.

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Charles R. Schwab filed a notice of proposed sale of 95,250 shares of The Charles Schwab Corporation common stock on the NYSE, with an indicated value of $10,001,250.00. The filing also lists multiple prior common stock sales over the past three months by the same insider, each with disclosed share counts, dates, and total dollar amounts.

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Charles R. Schwab, Co‑Chairman of Schwab Charles Corp, reported indirect open‑market sales totaling 143,450 shares of common stock on July 28–29, 2026, at weighted‑average prices of $105.5964 and $105.8152 per share, plus a 60,000‑share bona fide gift from a trust.

After these transactions, interests reported as indirectly held include 30,114,318 shares through a limited partnership, 44,025 shares through 188 Corp, and 10,624,797.33 shares through a trust for which his spouse serves as trustee.

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Charles Schwab director Carolyn Schwab-Pomerantz reported two indirect transactions in the company’s common stock on July 28, 2026. A trust associated with her sold 22,650 shares at a weighted average price of $105.713 per share, executed in multiple trades between $105.60 and $105.82. The same trust made a bona fide gift of 271 shares. Following these transactions, she reports 11,226 shares held directly, and indirect holdings of 436,149 shares by a spouse acting as trustee and 2,798 shares held by an LLC.

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FAQ

How many SCHWAB CHARLES (SCHW) SEC filings are available on StockTitan?

StockTitan tracks 268 SEC filings for SCHWAB CHARLES (SCHW), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for SCHWAB CHARLES (SCHW)?

The most recent SEC filing for SCHWAB CHARLES (SCHW) was filed on August 5, 2026.