Charles R. Schwab - 01 Mar 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Co-Chairman, Director
Signature
/s/ P. Blake Allen, Attorney-in-fact
Issuer symbol
SCHW
Transactions as of
01 Mar 2026
Net transactions value
-$1,456,546
Form type
4
Filing time
03 Mar 2026, 20:48:09 UTC
Previous filing
11 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Schwab Charles R. Co-Chairman, Director 3000 SCHWAB WAY, WESTLAKE /s/ P. Blake Allen, Attorney-in-fact 03 Mar 2026 0000923738

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Award $0 +38,838 $0.000000 38,838 01 Mar 2026 Direct F1
transaction SCHW Common Stock Tax liability $1,456,546 -15,283 -100% $95.30 0 01 Mar 2026 Direct F2, F3
holding SCHW Common Stock 55,746,284 01 Mar 2026 by Trust F3
holding SCHW Common Stock 30,483,368 01 Mar 2026 by Limited Partnership
holding SCHW Common Stock 44,025 01 Mar 2026 by 188 Corp
holding SCHW Common Stock 9,509,797 01 Mar 2026 by Spouse as Trustee

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SCHW Nonqualified Stock Option (right to buy) Award $0 +72,489 $0.000000 72,489 02 Mar 2026 Common Stock 72,489 $95.49 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025.
F2 The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.
F3 Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.
F4 The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.