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
| Security | Shares | Change |
|---|---|---|
| Common Stock | 684.75K | - |
| 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)