4Filing Date: May 27, 2026
Schwab Charles
Statement of Changes in Beneficial Ownership
View SEC Filing
ACC: 0001561563-26-000013
Total Value$0
Trades3
Insiders1
Transaction Details
Ellis Stephen A
Director·Direct
Grant · Acquire
Nonqualified Stock Option (right to buy)Derivative
Shares+3.98K
Price$0.00
Total Value$0
Shares Owned After3.98K
Transaction DateMay 26, 2026
ExpiresMay 26, 2036
Footnotes ▸
The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date
Ellis Stephen A
Director·Direct
Grant · Acquire
Common Stock
Shares+1.60K
Price$0.00
Total Value$0
Shares Owned After8.26K
Transaction DateMay 26, 2026
Footnotes ▸
The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. | Includes shares acquired through dividend reinvestment.
Ellis Stephen A
Director·Indirect · by Trust
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After98.92K
Post-Transaction Holdings
Ellis Stephen A · Director
| Security | Shares | Change |
|---|---|---|
| Common Stock | 107.18K | +1.60K (1.52%) |
| Nonqualified Stock Option (right to buy) | 3.98K | +3.98K |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-05-26
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: 2026-05-26 | Code: A (Grant or award)
Shares: +1,602 | Price: $0.00
Shares Owned After: 8,262 | Ownership: D (Direct)
Footnotes:
[F1] The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
[F2] Includes shares acquired through dividend reinvestment.
--- Derivative Transactions ---
[Transaction #1]
Security: Nonqualified Stock Option (right to buy)
Date: 2026-05-26 | Code: A (Grant or award)
Shares: +3,977 | Price: $0.00
Exercisable: N/A | Expires: 2036-05-26
Shares Owned After: 3,977 | Ownership: D (Direct)
Footnotes:
[F3] The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date
--- Holdings ---
[Holding #1]
Security: Common Stock
Ownership: I (Indirect)
--- Footnotes (Complete Index) ---
F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
F2: Includes shares acquired through dividend reinvestment.
F3: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date
--- Signature ---
/s/ /s/ P. Blake Allen, Attorney-in-fact (2026-05-27)