Schwab Charles
Statement of Changes in Beneficial Ownership
Transaction Details
Footnotes ▸
Reflects the transfer of 81,014 shares from direct holding to a revocable trust.
Footnotes ▸
This transaction was executed in multiple trades at prices ranging from $113.345 to $113.615. 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. | Reflects the transfer of 81,014 shares from direct holding to a revocable trust.
Footnotes ▸
The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
Footnotes ▸
This information is based on a plan statement as of August 24, 2026.
Post-Transaction Holdings
| Security | Shares | Change |
|---|---|---|
| Common Stock | 786.57K | - |
| Nonqualified Stock Option (right to buy) | 228.98K | -176.21K (-43.49%) |