Walter W. Bettinger - 03 Feb 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
03 Feb 2026
Net transactions value
-$15,712,350
Form type
4
Filing time
05 Feb 2026, 19:18:31 UTC
Previous filing
13 Nov 2025
Next filing
10 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Bettinger Walter W Co-Chairman, Director 3000 SCHWAB WAY, WESTLAKE /s/ P. Blake Allen, Attorney-in-fact 05 Feb 2026 0001296479

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Options Exercise $6,984,241 +162,462 +31% $42.99 691,808 03 Feb 2026 by Family Trust
transaction SCHW Common Stock Sale $14,646,066 -141,033 -20% $103.85 550,775 03 Feb 2026 by Family Trust F1
transaction SCHW Common Stock Sale $2,233,821 -21,429 -3.9% $104.24 529,346 03 Feb 2026 by Family Trust F2
transaction SCHW Common Stock Options Exercise $4,081,815 +94,948 +18% $42.99 624,294 04 Feb 2026 by Family Trust
transaction SCHW Common Stock Sale $9,898,519 -94,948 -15% $104.25 529,346 04 Feb 2026 by Family Trust F3
holding SCHW Common Stock 4,332 03 Feb 2026 by ESPP F4
holding SCHW Common Stock 6,684 03 Feb 2026 by ESOP F5
holding SCHW Common Stock 2,387 03 Feb 2026 by Spouse F6
holding SCHW Common Stock 176 03 Feb 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) Options Exercise $0 -162,462 -50% $0.000000 162,462 03 Feb 2026 Common Stock 162,462 $42.99 Direct F7
transaction SCHW Nonqualified Stock Option (right to buy) Options Exercise $0 -94,948 -58% $0.000000 67,514 04 Feb 2026 Common Stock 94,948 $42.99 Direct F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction was executed in multiple trades at prices ranging from $103.17 to $104.16. 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 effected.
F2 This transaction was executed in multiple trades at prices ranging from $104.17 to $104.32. 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 effected.
F3 This transaction was executed in multiple trades at prices ranging from $104.25 to $104.28. 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 effected.
F4 This information is based on a plan statement as of January 30, 2026.
F5 This information is based on a plan statement as of February 1, 2026.
F6 Includes 6.9046 shares acquired through dividend reinvestment.
F7 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.

Remarks:

Exhibit 24 - Power of Attorney