SCHW Filing
4Filing Date: Jul 27, 2026
SCHWAB CHARLES CORP (SCHW) · Insider Trading (Form 4) SEC Filing
Statement of Changes in Beneficial Ownership
descriptionView SEC Filing
ACC: 0001792910-26-000006open_in_new
Total Value$709.3K
Trades2
Insiders1
Transaction Details
Morgan Peter J. III
General Counsel·Direct
Sell · Dispose
Common Stock
Shares-6.95K
Price$102.03
Total Value$709.3K
Shares Owned After0
Transaction DateJul 23, 2026
Footnotes ▸
This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. 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.
Morgan Peter J. III
General Counsel·Indirect · by ESOP
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After152.14
Footnotes ▸
This information is based on a plan statement as of June 30, 2026.
Post-Transaction Holdings
Morgan Peter J. III
| Security | Shares | Change |
|---|---|---|
| Common Stock | 152.14 | -6.95K (-97.86%) |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-07-23
10b5-1 Pre-arranged Plan: No
--- Issuer ---
Name: SCHWAB CHARLES CORP (SCHW)
CIK: 0000316709
--- Reporting Owner ---
Name: Morgan Peter J. III
CIK: 0001792910
Role: Officer (General Counsel)
--- Non-Derivative Transactions ---
[Transaction #1]
Security: Common Stock
Date: 2026-07-23 | Code: S (Open market sale)
Shares: -6,952 | Price: $102.03
Total Value: $709,341.06
Shares Owned After: 0 | Ownership: D (Direct)
Footnotes:
[F1] This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. 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: I (Indirect)
Footnotes:
[F2] This information is based on a plan statement as of June 30, 2026.
[Holding #2]
Security: Common Stock
Ownership: I (Indirect)
Footnotes:
[F3] This information is based on a plan statement as of July 15, 2026.
--- Footnotes (Complete Index) ---
F1: This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. 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.
F2: This information is based on a plan statement as of June 30, 2026.
F3: This information is based on a plan statement as of July 15, 2026.
--- Signature ---
/s/ /s/ P. Blake Allen, Attorney-in-fact (2026-07-27)