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
SecuritySharesChange
Common Stock44.20K-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)

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