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SCHWAB CHARLES CORP SEC Filings

SCHW NYSE

Welcome to our dedicated page for SCHWAB CHARLES SEC filings (Ticker: SCHW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on SCHWAB CHARLES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into SCHWAB CHARLES's regulatory disclosures and financial reporting.

Filing
Rhea-AI Summary

The Charles Schwab Corporation Form 144 notice reports proposed sales of company common stock by Charles R. Schwab. The excerpt lists multiple sale dates and share amounts, including transactions on 02/04/2026 through 05/01/2026. The filing records per‑trade share counts and dollar amounts for each listed sale.

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Charles Schwab & Co-Chairman Charles R. Schwab reported indirect open-market sales of 168,743 shares of SCHW common stock through trusts. The sales occurred on April 29, April 30 and May 1, at weighted average prices of $90.4920, $91.8082 and $91.8577 per share, respectively. Footnotes note each sale was executed in multiple trades within stated price ranges. After the May 1 transaction, a trust associated with Schwab held 54,389,641 shares indirectly.

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The Charles Schwab Corporation insider Charles R. Schwab reported proposed sales of Common Stock on Form 144. The filing lists multiple transactions in Feb and Apr 2026, including 126,200 shares on 02/09/2026 for $13,446,547.00 and 96,625 shares on 02/03/2026 for $10,023,530.00. The Form 144 entries show additional sales on 02/04/2026, 02/10/2026, 04/23/2026, 04/27/2026, 04/29/2026, and 04/30/2026.

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Rhea-AI Summary

The Charles Schwab Corporation reported proposed insider sales of Common Stock by Charles R. Schwab via a Form 144 notice. The excerpt lists multiple sale dates and share quantities, including transactions on 02/03/2026 through 04/29/2026, with individual share counts and gross proceeds shown.

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Schwab Charles Corp director Frank C. Herringer reported a mix of stock option exercises and share sales. On April 28, 2026, an entity described as a trust indirectly sold 2,520 shares of common stock at a weighted average price of $90.6006 per share. Herringer also exercised nonqualified stock options to acquire 7,866 common shares at $28.96 per share, and the option grant was fully exhausted.

Following these transactions, indirect holdings through a trust were 177,508 shares, indirect holdings through a spouse were 50,625 shares, and direct holdings were 10,666 shares. A footnote states that shares received upon exercise of the option were contributed to a revocable trust, and that the sale was executed in multiple trades between $90.60 and $90.615 per share.

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Vanguard Capital Management reported beneficial ownership of 124,955,967 shares of Charles Schwab Corporation common stock, representing 7.18% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 124,955,967 shares and sole voting power over 16,601,972 shares. The statement clarifies these holdings include securities held for Vanguard funds and managed accounts and lists related Vanguard affiliates. The filing is signed by Ashley Grim on 04/29/2026.

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Rhea-AI Summary

Charles R. Schwab filed a Form 144 reporting proposed sales of Common Stock. The filing lists multiple sale transactions: 126,200 shares on 02/09/2026, 96,625 shares on 02/03/2026, and additional sales on 02/04/2026, 04/23/2026, 04/27/2026.

The record also references RSU NET SHS ACQUIRED ON: 3/1/25 & 3/1/26 and identifies the security as Common Stock. Transaction dates and share counts are provided; cash‑flow counterparties or total proceeds aggregation are shown per line in the excerpt.

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Filing
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Charles R. Schwab, Co-Chairman of SCHWAB CHARLES CORP, reported open-market sales of 72,900 shares of common stock at weighted average prices around $90–$91. The shares are held indirectly by a trust, and after these sales the trust still holds about 55.7 million shares, alongside large additional indirect holdings through a spouse, a corporation, and a limited partnership.

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The Charles Schwab Corporation submitted a Form 144 notice reporting multiple proposed sales of Common stock by Charles R. Schwab. The excerpt lists dated transactions ranging from 01/28/2026 through 04/23/2026, with individual share amounts such as 71,437, 146,560, and 36,450.

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FAQ

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

StockTitan tracks 205 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 May 4, 2026.