4Filing Date: Aug 31, 2026

Schwab Charles

Statement of Changes in Beneficial Ownership

View SEC Filing
ACC: 0001296479-26-000014
Total Value$11.73M
Trades4
Insiders1

Transaction Details

Bettinger Walter W
Co-Chairman, Director·Indirect · by Family Trust
Exercise · Acquire
Common Stock
Shares+74.39K
Price$46.81
Total Value$3.48M
Shares Owned After684.75K
Transaction DateAug 28, 2026
Bettinger Walter W
Co-Chairman, Director·Indirect · by Family Trust
Sell · Dispose
Common Stock
Shares-74.39K
Price$110.91
Total Value$8.25M
Shares Owned After610.36K
Transaction DateAug 28, 2026
Footnotes ▸

This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. 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 affected.

Bettinger Walter W
Co-Chairman, Director·Direct
Exercise · Dispose
Nonqualified Stock Option (right to buy)Derivative
Shares-74.39K
Price$0.00
Total Value$0
Shares Owned After154.59K
Transaction DateAug 28, 2026
Exercise Price$46.81
ExpiresMar 1, 2029
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.

Bettinger Walter W
Co-Chairman, Director·Indirect · by ESOP
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After6.73K

Post-Transaction Holdings

Bettinger Walter W · Co-Chairman, Director
SecuritySharesChange
Common Stock684.75K-
Nonqualified Stock Option (right to buy)154.59K-74.39K (-32.49%)
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-08-28 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: SCHWAB CHARLES CORP (SCHW) CIK: 0000316709 --- Reporting Owner --- Name: Bettinger Walter W CIK: 0001296479 Role: Director, Officer (Co-Chairman) --- Non-Derivative Transactions --- [Transaction #1] Security: Common Stock Date: 2026-08-28 | Code: M (Exercise of derivative) Shares: +74,388 | Price: $46.81 Total Value: $3,482,102.28 Shares Owned After: 684,748 | Ownership: I (Indirect) | Nature: by Family Trust [Transaction #2] Security: Common Stock Date: 2026-08-28 | Code: S (Open market sale) Shares: -74,388 | Price: $110.91 Total Value: $8,250,648.32 Shares Owned After: 610,360 | Ownership: I (Indirect) | Nature: by Family Trust Footnotes: [F1] This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. 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 affected. --- Derivative Transactions --- [Transaction #1] Security: Nonqualified Stock Option (right to buy) Date: 2026-08-28 | Code: M (Exercise of derivative) Shares: -74,388 | Price: $0.00 Exercise Price: $46.81 Exercisable: N/A | Expires: 2029-03-01 Shares Owned After: 154,589 | Ownership: D (Direct) Footnotes: [F3] 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. --- Holdings --- [Holding #1] Security: Common Stock Ownership: I (Indirect) [Holding #2] Security: Common Stock Ownership: I (Indirect) [Holding #3] Security: Common Stock Ownership: I (Indirect) [Holding #4] Security: Common Stock Ownership: I (Indirect) Footnotes: [F2] Includes 7.0627 shares acquired through dividend reinvestment. --- Footnotes (Complete Index) --- F1: This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. 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 affected. F2: Includes 7.0627 shares acquired through dividend reinvestment. F3: 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. --- Signature --- /s/ /s/ P. Blake Allen, Attorney-in-fact (2026-08-31)

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