• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form 144 filed by Charles Schwab Corporation

    4/21/25 3:08:44 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance
    Get the next $SCHW alert in real time by email
    Form 144 Filer Information UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    Form 144

    NOTICE OF PROPOSED SALE OF SECURITIES
    PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933

    FORM 144

    144: Filer Information

    Filer CIK
    0001171694
    Filer CCC
    XXXXXXXX
    Is this a LIVE or TEST Filing? Radio button checked LIVE Radio button not checked TEST

    Submission Contact Information

    Name
    Phone
    E-Mail Address

    144: Issuer Information

    Name of Issuer
    SCHWAB CHARLES CORP
    SEC File Number
    001-09700
    Address of Issuer
    3000 SCHWAB WAY
    WESTLAKE
    TEXAS
    76262
    Phone
    817-859-5000
    Name of Person for Whose Account the Securities are To Be Sold
    HERRINGER FRANK C
    See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

    Relationship to Issuer
    Director

    144: Securities Information

    Title of the Class of Securities To Be SoldName and Address of the BrokerNumber of Shares or Other Units To Be SoldAggregate Market ValueNumber of Shares or Other Units OutstandingApproximate Date of SaleName the Securities Exchange
    COMMON
    THE CHARLES SCHWAB CORPORATION
    3000 Schwab Way
    Westlake � TX � 76262
    3592266731.00181356766504/21/2025
    NYSE


    Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

    144: Securities To Be Sold

    Title of the ClassDate you AcquiredNature of Acquisition TransactionName of Person from Whom AcquiredIs this a Gift?Date Donor AcquiredAmount of Securities AcquiredDate of PaymentNature of Payment *
    COMMON04/21/2025STOCK OPTIONISSUERCheckbox not checked359204/21/2025NA

    * If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.



    Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

    144: Securities Sold During The Past 3 Months

    Nothing to ReportCheckbox checked

    144: Remarks and Signature

    Remarks
    FULL ACCOUNT TITLE: F C & M C HERRINGER 1995 FAMILY TRUST , F HERRINGER & M HERRINGER TTEE
    Date of Notice
    04/21/2025

    ATTENTION:

    The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
    Signature
    Frank C. Herringer

    ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

    Get the next $SCHW alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $SCHW

    DatePrice TargetRatingAnalyst
    6/9/2025$82.00Sell → Neutral
    Redburn Atlantic
    4/25/2025$100.00Neutral → Buy
    Goldman
    4/8/2025$76.00Equal-Weight → Overweight
    Morgan Stanley
    4/2/2025$102.00Buy → Neutral
    Citigroup
    4/2/2025$102.00Neutral → Buy
    Citigroup
    2/18/2025$88.00 → $103.00Hold → Buy
    TD Cowen
    1/22/2025$89.00 → $93.00Equal Weight → Overweight
    Wells Fargo
    12/9/2024$74.00 → $95.00Equal Weight → Overweight
    Barclays
    More analyst ratings

    $SCHW
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Celebrating Five Years of Investing in Future Advisors: Schwab's RIATA Scholarship Program Recognizes 15 Promising Students in 2025

    Today, Schwab Advisor Services, in partnership with Charles Schwab Foundation, announced the 15 recipients of its 2025 Registered Investment Advisor Talent Advantage (RIATA) Student Scholarship. In its fifth year, the initiative is committed to broadening pathways into the advisory profession by alleviating financial roadblocks and equipping emerging leaders with meaningful, high-impact learning experiences. Following an expansion of the RIATA Student Scholarship program this year, each recipient will be awarded $15,000 to help cover enrollment for the 2025–2026 academic year. In addition, the program will match students with independent RIA leaders for one-on-one mentorship, providing pe

    8/18/25 10:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Schwab Reports Monthly Activity Highlights

    The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of July 2025 include: This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250814275519/en/ Core net new assets brought to the company increased 62% versus July 2024 to reach $46.9 billion – a record for the month of July. Total client assets equaled $10.96 trillion as of month-end July, up 15% from July 2024 and up 2% compared to June 2025. New brokerage accounts opened during the month totaled 377,000 up 15% versus July 2024. Investor engagement remained robust in July, with average client margin loan balances expand

    8/14/25 8:45:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Schwab Trading Activity Index™: Cautious Optimism in July as STAX Score Edges Upward

    Schwab clients were net sellers of equities in July; Net selling was highest in the Information Technology sector while net-buying activity was seen in Communication Services, Health Care and Financials The Schwab Trading Activity Index™ (STAX) increased to 41.79 in July, up from its score of 40.66 in June. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. This press release features multimedia. View the full release here: https://www.businesswire.com/

    8/4/25 12:30:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    SEC Filings

    View All

    SEC Form 10-Q filed by Charles Schwab Corporation

    10-Q - SCHWAB CHARLES CORP (0000316709) (Filer)

    8/8/25 4:19:59 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab Corporation filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

    8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    7/18/25 4:20:11 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    SEC Form 11-K filed by Charles Schwab Corporation

    11-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    6/10/25 4:22:41 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Charles Schwab upgraded by Redburn Atlantic with a new price target

    Redburn Atlantic upgraded Charles Schwab from Sell to Neutral and set a new price target of $82.00

    6/9/25 7:43:40 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab upgraded by Goldman with a new price target

    Goldman upgraded Charles Schwab from Neutral to Buy and set a new price target of $100.00

    4/25/25 8:23:09 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab upgraded by Morgan Stanley with a new price target

    Morgan Stanley upgraded Charles Schwab from Equal-Weight to Overweight and set a new price target of $76.00

    4/8/25 9:16:39 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Charles Schwab Corporation

    SC 13G - SCHWAB CHARLES CORP (0000316709) (Subject)

    11/13/24 1:18:52 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13G/A filed by Charles Schwab Corporation (Amendment)

    SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/13/24 5:01:02 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    SEC Form SC 13D/A filed by Charles Schwab Corporation (Amendment)

    SC 13D/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/24/23 9:56:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Co-Chairman Schwab Charles R. sold $15,069,691 worth of shares (155,874 units at $96.68) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    8/11/25 7:02:32 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Director Schwab-Pomerantz Carolyn sold $2,320,657 worth of shares (24,000 units at $96.69) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    8/8/25 6:46:31 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    MD, Chief Banking Officer Woolway Paul V sold $316,043 worth of shares (3,290 units at $96.06) (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    8/5/25 8:26:17 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Co-Chairman and CEO Bettinger Walter W bought $1,656,500 worth of shares (25,000 units at $66.26), increasing direct ownership by 3% to 827,377 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    7/19/24 5:23:54 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    President Wurster Richard A bought $620,454 worth of shares (10,000 units at $62.05), increasing direct ownership by 7% to 144,228 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    7/19/24 5:19:55 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Leadership Updates

    Live Leadership Updates

    View All

    Charles Schwab Unveils National Investing Day to Educate and Empower Individual Investors

    Charles Schwab today announced the launch of the inaugural National Investing Day, an investor education and empowerment initiative encouraging people to dedicate at least one day in the year to explore how they can get invested and stay invested for a strong financial future. Taking place each year on May 1, National Investing Day aims to raise awareness about the power of long-term investing, providing accessible tools and resources for individuals at every stage of their financial journey. "At Schwab we believe that investing is a purposeful act of optimism," said Rick Wurster, president and chief executive officer at Charles Schwab. "Our goal in launching National Investing Day is to

    5/1/25 5:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Charles Schwab Extends Partnership With National Youth Development Organization 4-H

    New grant aims to continue bringing financial empowerment resources and education to young people across the country Charles Schwab is extending its long-standing partnership with National 4-H Council (4-H), America's largest youth development organization that reaches nearly six million young people each year. Originally launched in 2019, the partnership has already made significant strides empowering thousands of youth across the country with essential financial literacy skills through Smart Cents, a research-backed financial literacy program for youth ages 8-18 delivered through local teachers and educators. This new grant will build upon the existing grant work of both organizations b

    4/21/25 8:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Walt Bettinger to Retire as CEO

    Will Continue Serving as Executive Co-Chairman of the Board of Directors Rick Wurster Named CEO to Succeed Bettinger The Charles Schwab Corporation today announced, as part of its multi-year succession plan, that Walt Bettinger has notified the Board of Directors of his intention to retire as Chief Executive Officer effective December 31, 2024. Rick Wurster, President of Schwab since 2021, will be named President and CEO and will join the Schwab Board of Directors, effective January 1, 2025. Bettinger will continue to serve as Executive Co-Chairman of the Board of Directors, along with founder Charles R. Schwab. Bettinger has successfully led Schwab as CEO since late 2008. Some of the ma

    10/1/24 8:00:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    $SCHW
    Financials

    Live finance-specific insights

    View All

    Schwab Authorizes $20 Billion Stock Repurchase, Declares Common Stock Dividend, and Declares Preferred Stock Dividends

    The Board of Directors of The Charles Schwab Corporation at its meeting today authorized additional repurchases of the company's common stock and declared a regular quarterly cash dividend of $0.27 per common share. The dividend is payable August 22, 2025 to stockholders of record as of the close of business on August 8, 2025. As of June 30, 2025 the Share Repurchase Program had approximately $6.9 billion of share repurchases remaining under a prior authorization. The Board's decision today has replaced this authorization with approval to repurchase a total of $20 billion of its common stock. Shares may be repurchased through open market or privately negotiated transactions based on preva

    7/24/25 4:35:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    25% Revenue Growth Powers Record 2Q25 Results

    Second Quarter Core Net New Assets Equal $80.3 Billion, Up 31% Year-Over-Year New Accounts Exceed 1 Million and Total Client Assets Reach a Record $10.76 Trillion Record Quarterly GAAP Earnings Per Share of $1.08, $1.14 Adjusted (1) The Charles Schwab Corporation reported net income for the second quarter totaling $2.1 billion, or $1.08 earnings per share. Excluding $128 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.2 billion and $1.14, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250718660688/en/ Client Driven Growth   31% 2Q25

    7/18/25 7:30:00 AM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance

    Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G

    The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2025, it will redeem all of the 24,580 outstanding shares of its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G ("Series G Preferred Stock", CUSIP 808513BD6), and the corresponding 2,457,964 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series G Preferred Stock. The Depositary Shares will be redeemed at a redemption price of $1,000 per Depositary Share. The redemption price does not include the regular quarterly dividend that was declared and will be paid separately in the customary manner on June 2, 2025 to holders of record at the close of

    5/13/25 4:31:00 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance