SCHW Filing
4Filing Date: Jul 27, 2026

SCHWAB CHARLES CORP (SCHW) · Insider Trading (Form 4) SEC Filing

Statement of Changes in Beneficial Ownership

descriptionView SEC Filing
ACC: 0001792910-26-000006open_in_new
Total Value$709.3K
Trades2
Insiders1

Transaction Details

Morgan Peter J. III
General Counsel·Direct
Sell · Dispose
Common Stock
Shares-6.95K
Price$102.03
Total Value$709.3K
Shares Owned After0
Transaction DateJul 23, 2026
Footnotes ▸

This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Morgan Peter J. III
General Counsel·Indirect · by ESOP
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After152.14
Footnotes ▸

This information is based on a plan statement as of June 30, 2026.

Post-Transaction Holdings

Morgan Peter J. III
SecuritySharesChange
Common Stock152.14-6.95K (-97.86%)
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-07-23 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: SCHWAB CHARLES CORP (SCHW) CIK: 0000316709 --- Reporting Owner --- Name: Morgan Peter J. III CIK: 0001792910 Role: Officer (General Counsel) --- Non-Derivative Transactions --- [Transaction #1] Security: Common Stock Date: 2026-07-23 | Code: S (Open market sale) Shares: -6,952 | Price: $102.03 Total Value: $709,341.06 Shares Owned After: 0 | Ownership: D (Direct) Footnotes: [F1] This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. --- Holdings --- [Holding #1] Security: Common Stock Ownership: I (Indirect) Footnotes: [F2] This information is based on a plan statement as of June 30, 2026. [Holding #2] Security: Common Stock Ownership: I (Indirect) Footnotes: [F3] This information is based on a plan statement as of July 15, 2026. --- Footnotes (Complete Index) --- F1: This transaction was executed in multiple trades at prices ranging from $101.98 to $102.09. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2: This information is based on a plan statement as of June 30, 2026. F3: This information is based on a plan statement as of July 15, 2026. --- Signature --- /s/ /s/ P. Blake Allen, Attorney-in-fact (2026-07-27)

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