SCHW Filing
4Filing Date: Jul 21, 2026
SCHWAB CHARLES CORP (SCHW) · Insider Trading (Form 4) SEC Filing
Statement of Changes in Beneficial Ownership
descriptionView SEC Filing
ACC: 0002028977-26-000015open_in_new
Total Value$208.4K
Trades2
Insiders1
Transaction Details
Beatty Jonathan S
MD, Head of Advisor Services·Indirect · by Trust
Sell · Dispose
Common Stock
Shares-2.00K
Price$104.21
Total Value$208.4K
Shares Owned After11.74K
Transaction DateJul 21, 2026
10b5-1
Footnotes ▸
These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. | This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. 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 effected.
Beatty Jonathan S
MD, Head of Advisor Services·Direct
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After32.46K
10b5-1Holding Only
Post-Transaction Holdings
Beatty Jonathan S
| Security | Shares | Change |
|---|---|---|
| Common Stock | 44.20K | -2.00K (-4.33%) |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-07-21
10b5-1 Pre-arranged Plan: Yes
--- Issuer ---
Name: SCHWAB CHARLES CORP (SCHW)
CIK: 0000316709
--- Reporting Owner ---
Name: Beatty Jonathan S
CIK: 0002028977
Role: Officer (MD, Head of Advisor Services)
--- Non-Derivative Transactions ---
[Transaction #1]
Security: Common Stock
Date: 2026-07-21 | Code: S (Open market sale)
Shares: -2,000 | Price: $104.21
Total Value: $208,411.00
Shares Owned After: 11,738 | Ownership: I (Indirect) | Nature: by Trust
Footnotes:
[F1] These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026.
[F2] This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. 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 effected.
--- Holdings ---
[Holding #1]
Security: Common Stock
Ownership: D (Direct)
--- Footnotes (Complete Index) ---
F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026.
F2: This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. 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 effected.
--- Signature ---
/s/ /s/ P. Blake Allen, Attorney-in-fact (2026-07-21)