Stephen A. Ellis - Mar 26, 2024 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ P. Blake Allen, Attorney-in-fact
Stock symbol
SCHW
Transactions as of
Mar 26, 2024
Transactions value $
$59,429
Form type
4
Date filed
3/28/2024, 09:40 PM
Previous filing
Jan 4, 2024
Next filing
Apr 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Options Exercise $59.4K +2.17K +41.4% $27.45* 7.4K Mar 26, 2024 Direct F1
transaction SCHW Common Stock Award $0 +2.17K +2.03% $0.00 109K Mar 26, 2024 by Trust F1, F2

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 -2.17K -100% $0.00* 0 Mar 26, 2024 Common Stock 2.17K $27.45 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects the contribution of the shares received upon exercise of the option to a revocable trust.
F2 Includes 408.6515 shares acquired through dividend reinvestment.
F3 The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

Remarks:

Exhibit 24 - Power of Attorney