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
SecuritySharesChange
Common Stock109.44K+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)

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