4Filing Date: Sep 25, 2026

Schwab Charles

Statement of Changes in Beneficial Ownership

View SEC Filing
ACC: 0001561563-26-000023
Total Value$60.4K
Trades3
Insiders1

Transaction Details

Ellis Stephen A
Director·Direct
Exercise · Dispose
Nonqualified Stock Option (right to buy)Derivative
Shares-1.92K
Price$0.00
Total Value$0
Shares Owned After0
Transaction DateSep 23, 2026
Exercise Price$31.48
ExpiresOct 3, 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+1.92K
Price$31.48
Total Value$60.4K
Shares Owned After7.45K
Transaction DateSep 23, 2026
Footnotes ▸

Reflects the contribution of shares received upon exercise of the option to a trust.

Ellis Stephen A
Director·Indirect · by Trust
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After104.21K
Footnotes ▸

Reflects the contribution of shares received upon exercise of the option to a trust. | Includes 299.7567 shares acquired through dividend reinvestment.

Post-Transaction Holdings

Ellis Stephen A · Director
SecuritySharesChange
Common Stock111.66K+1.92K (1.75%)
Nonqualified Stock Option (right to buy)0-1.92K (-100.00%)
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-09-23 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: 2026-09-23 | Code: M (Exercise of derivative) Shares: +1,918 | Price: $31.48 Total Value: $60,378.64 Shares Owned After: 7,445 | Ownership: D (Direct) Footnotes: [F1] Reflects the contribution of shares received upon exercise of the option to a trust. --- Derivative Transactions --- [Transaction #1] Security: Nonqualified Stock Option (right to buy) Date: 2026-09-23 | Code: M (Exercise of derivative) Shares: -1,918 | Price: $0.00 Exercise Price: $31.48 Exercisable: N/A | Expires: 2026-10-03 Shares Owned After: 0 | Ownership: D (Direct) Footnotes: [F3] The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. --- Holdings --- [Holding #1] Security: Common Stock Ownership: I (Indirect) Footnotes: [F1] Reflects the contribution of shares received upon exercise of the option to a trust. [F2] Includes 299.7567 shares acquired through dividend reinvestment. --- Footnotes (Complete Index) --- F1: Reflects the contribution of shares received upon exercise of the option to a trust. F2: Includes 299.7567 shares acquired through dividend reinvestment. F3: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately. --- Signature --- /s/ /s/ P. Blake Allen, Attorney-in-fact (2026-09-25)

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