Charles Schwab Corporation (SCHW)General Counsel sold ~$4.85M

~$4.85M

Approx. value · 50K sh @ $97.00

Traded

Aug 27, 2025

Filed

Aug 29, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 19, 2025CongressDisclosed sale of SCHW — reported range $15,001 - $50,000
2. Jul 1, 2025InsiderOfficer sold ~$299K of SCHW shares in the open market
3. Jul 3, 2025Insider · 1 personInsiders: 2 sales (~$2.2M)
4. Jul 10, 2025Congress · 2 peopleMembers of Congress: 2 purchases
5. Jul 16, 2025CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
6. Jul 29, 2025Insider · 3 peopleInsiders: 3 sales (~$21.6M)
7. Aug 1, 2025InsiderOfficer sold ~$316K of SCHW shares in the open market
8. Aug 7, 2025Insider · 2 peopleInsiders: 5 sales (~$4.5M)
9. Aug 8, 2025Insider · 1 personInsiders: 2 sales (~$12.9M)
10. Aug 14, 2025CongressDisclosed partial sale of SCHW — reported range $1,001 - $15,000
11. Aug 25, 2025InsiderDirector sold ~$1.3M of SCHW shares in the open market
12. Aug 26, 2025InsiderChair sold ~$13.2M of SCHW shares in the open market
13. Aug 27, 2025 · this disclosureInsiderOfficer sold ~$4.85M of SCHW shares in the open market

What came next

1. Aug 27, 2025Insider · 2 peopleInsiders: 2 sales (~$13.6M)
2. Aug 28, 2025InsiderOfficer sold ~$595K of SCHW shares in the open market
3. Sep 2, 2025InsiderOfficer sold ~$305K of SCHW shares in the open market
4. Sep 4, 2025Insider · 1 personInsiders: 2 sales (~$2.3M)
5. Sep 23, 2025CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
6. Oct 1, 2025Insider · 1 personInsiders: 2 sales (~$299K)
7. Oct 2, 2025Insider · 1 personInsiders: 2 sales (~$2.2M)
8. Oct 6, 2025Court · District Court, E.D. TexasSecurities lawsuit filed: Lewis v. Charles Schwab & Co., Inc.
9. Oct 16, 2025Company filing · Form 8-K · ResultsReported its results
10. Oct 28, 2025InsiderChair sold ~$6.05M of SCHW shares in the open market
11. Oct 29, 2025InsiderChair sold ~$4.23M of SCHW shares in the open market
12. Nov 7, 2025InsiderOfficer sold ~$3.36M of SCHW shares in the open market
13. Nov 12, 2025InsiderOfficer sold ~$301K of SCHW shares in the open market
14. Nov 13, 2025CongressDisclosed partial sale of SCHW — reported range $1,001 - $15,000

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Charles Schwab Corporation

For Charles Schwab Corporation, OQRO holds 34 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 71 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SCHW page.

Other recent filings by Peter J. Iii Morgan, General Counsel

• SEC Form 4 at Charles Schwab Corporation (SCHW)Jul 27, 2026
• SEC Form 4 at Charles Schwab Corporation (SCHW)Feb 4, 2026
• SEC Form 4 at Charles Schwab Corporation (SCHW)May 23, 2025
• SEC Form 4 at Charles Schwab Corporation (SCHW)Jan 24, 2025

The full history of Peter J. Iii Morgan, General Counsel is on the profile page.

How this filing works

• SEC Form 4
• Open-market purchase
• Rule 10b5-1 trading plans

Other disclosures at Charles Schwab Corporation

• SEC Form 4Oct 6, 2026
• SEC Form 4Sep 3, 2026
• SEC Form 4Aug 31, 2026
• SEC Form 4Aug 31, 2026
• SEC Form 4Aug 27, 2026
• SEC Form 4Aug 27, 2026

Everything OQRO holds on this company is on its SCHW page.