4Filing Date: Mar 25, 2026
Schwab Charles
Statement of Changes in Beneficial Ownership
View SEC Filing
ACC: 0001561563-26-000008
Total Value$65.76M
Trades5
Insiders1
Transaction Details
Ellis Stephen A
Director·Direct
Exercise · Dispose
Nonqualified Stock Option (right to buy)Derivative
Shares-1.90K
Price$1899.00
Total Value$3.61M
Shares Owned After0
Transaction DateMar 24, 2026
ExpiresApr 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+1.90K
Price$28.38
Total Value$53.9K
Shares Owned After6.66K
Transaction DateMar 24, 2026
Footnotes ▸
Reflects the contribution of shares received upon exercise of the option to a revocable trust.
Ellis Stephen A
Director·Direct
Exercise · Acquire
Common Stock
Shares+7.87K
Price$28.96
Total Value$227.8K
Shares Owned After6.66K
Transaction DateMar 24, 2026
Footnotes ▸
Reflects the contribution of shares received upon exercise of the option to a revocable trust.
Ellis Stephen A
Director·Direct
Exercise · Dispose
Nonqualified Stock Option (right to buy)Derivative
Shares-7.87K
Price$7866.00
Total Value$61.87M
Shares Owned After0
Transaction DateMar 24, 2026
ExpiresMay 19, 2026
Footnotes ▸
The reported transaction constitutes a grant of stock options under the company's 2013 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·Indirect · by Trust
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After97.33K
Footnotes ▸
Reflects the contribution of shares received upon exercise of the option to a revocable trust.
Post-Transaction Holdings
Ellis Stephen A · Director
| Security | Shares | Change |
|---|---|---|
| Common Stock | 103.99K | +9.77K (10.36%) |
| Nonqualified Stock Option (right to buy) | 0 | -9.77K (-100.00%) |
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-03-24
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: 2026-03-24 | Code: M (Exercise of derivative)
Shares: +1,899 | Price: $28.38
Total Value: $53,893.62
Shares Owned After: 6,660 | Ownership: D (Direct)
Footnotes:
[F1] Reflects the contribution of shares received upon exercise of the option to a revocable trust.
[Transaction #2]
Security: Common Stock
Date: 2026-03-24 | Code: M (Exercise of derivative)
Shares: +7,866 | Price: $28.96
Total Value: $227,799.36
Shares Owned After: 6,660 | Ownership: D (Direct)
Footnotes:
[F1] Reflects the contribution of shares received upon exercise of the option to a revocable trust.
--- Derivative Transactions ---
[Transaction #1]
Security: Nonqualified Stock Option (right to buy)
Date: 2026-03-24 | Code: M (Exercise of derivative)
Shares: -1,899 | Price: $1,899.00
Exercisable: N/A | Expires: 2026-04-01
Shares Owned After: 0 | Ownership: D (Direct)
Footnotes:
[F2] The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.
[Transaction #2]
Security: Nonqualified Stock Option (right to buy)
Date: 2026-03-24 | Code: M (Exercise of derivative)
Shares: -7,866 | Price: $7,866.00
Exercisable: N/A | Expires: 2026-05-19
Shares Owned After: 0 | Ownership: D (Direct)
Footnotes:
[F3] The reported transaction constitutes a grant of stock options under the company's 2013 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:
[F1] Reflects the contribution of shares received upon exercise of the option to a revocable trust.
--- Footnotes (Complete Index) ---
F1: Reflects the contribution of shares received upon exercise of the option to a revocable trust.
F2: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.
F3: The reported transaction constitutes a grant of stock options under the company's 2013 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 (2026-03-25)