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
SecuritySharesChange
Common Stock103.99K+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)

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