Walter W. Bettinger - 01 Mar 2025 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 2025
Net transactions value: -$7,630,925
Form type: 4
Filing time: 04 Mar 2025, 20:37:23 UTC
Previous filing: 14 Feb 2025
Next filing: 20 May 2025
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	SCHW	Common Stock	Award	$0	+225,295	+27%	$0.000000	1,052,672	01 Mar 2025	Direct	F1
transaction	SCHW	Common Stock	Tax liability	$7,630,925	-96,539	-9.2%	$79.04	956,133	03 Mar 2025	Direct	F2
holding	SCHW	Common Stock						6,604	01 Mar 2025	by ESOP	F3
holding	SCHW	Common Stock						4,073	01 Mar 2025	by ESPP	F3
holding	SCHW	Common Stock						2,541	01 Mar 2025	by Spouse	F4

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	+52,440		$0.000000	52,440	03 Mar 2025	Common Stock	52,440	$78.12	Direct	F5

* 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 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2024.
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	This information is based on a plan statement as of March 1, 2025.
F4	Includes 26.1283 shares acquired through dividend reinvestment.
F5	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.