4Filing Date: Jun 25, 2026
Schwab Charles
Statement of Changes in Beneficial Ownership
View SEC Filing
ACC: 0001561563-26-000017
Total Value$56.7K
Trades3
Insiders1
Transaction Details
Ellis Stephen A
Director·Direct
Exercise · Dispose
Nonqualified Stock Option (right to buy)Derivative
Shares-2.26K
Price$0.00
Total Value$0
Shares Owned After0
Transaction DateJun 23, 2026
ExpiresJul 1, 2026
Footnotes ▸
The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.
Ellis Stephen A
Director·Direct
Exercise · Acquire
Common Stock
Shares+2.26K
Price$25.11
Total Value$56.7K
Shares Owned After7.45K
Transaction DateJun 23, 2026
Footnotes ▸
Reflects the contribution of shares received upon exercise of the option to a trust. | Reflects shares transferred from being held directly to a trust.
Ellis Stephen A
Director·Indirect · by Trust
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After101.99K
Footnotes ▸
Reflects the contribution of shares received upon exercise of the option to a trust.
Post-Transaction Holdings
Ellis Stephen A · Director
| Security | Shares | Change |
|---|---|---|
| Common Stock | 109.44K | +2.26K (2.11%) |
| Nonqualified Stock Option (right to buy) | 0 | -2.26K (-100.00%) |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-06-23
10b5-1 Pre-arranged Plan: No
--- Issuer ---
Name: SCHWAB CHARLES CORP (SCHW)
CIK: 0000316709
--- Reporting Owner ---
Name: Ellis Stephen A
CIK: 0001561563
Role: Director
--- Non-Derivative Transactions ---
[Transaction #1]
Security: Common Stock
Date: 2026-06-23 | Code: M (Exercise of derivative)
Shares: +2,258 | Price: $25.11
Total Value: $56,698.38
Shares Owned After: 7,445 | Ownership: D (Direct)
Footnotes:
[F1] Reflects the contribution of shares received upon exercise of the option to a trust.
[F2] Reflects shares transferred from being held directly to a trust.
--- Derivative Transactions ---
[Transaction #1]
Security: Nonqualified Stock Option (right to buy)
Date: 2026-06-23 | Code: M (Exercise of derivative)
Shares: -2,258 | Price: $0.00
Exercisable: N/A | Expires: 2026-07-01
Shares Owned After: 0 | Ownership: D (Direct)
Footnotes:
[F3] The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.
--- Holdings ---
[Holding #1]
Security: Common Stock
Ownership: I (Indirect)
Footnotes:
[F1] Reflects the contribution of shares received upon exercise of the option to a trust.
--- Footnotes (Complete Index) ---
F1: Reflects the contribution of shares received upon exercise of the option to a trust.
F2: Reflects shares transferred from being held directly to a trust.
F3: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.
--- Signature ---
/s/ /s/ P. Blake Allen, Attorney-in-fact (2026-06-25)