Jonathan M. Craig - Nov 7, 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
MD, Head of Investor Services
Signature
/s/ P. Blake Allen, Attorney-in-fact
Stock symbol
SCHW
Transactions as of
Nov 7, 2025
Transactions value $
-$1,877,836
Form type
4
Date filed
11/10/2025, 09:17 PM
Previous filing
May 22, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Craig Jonathan M. MD, Head of Investor Services 3000 SCHWAB WAY, WESTLAKE /s/ P. Blake Allen, Attorney-in-fact 2025-11-10 0001733065

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Options Exercise $1.48M +35.2K $41.98 0 Nov 7, 2025 Direct F1
transaction SCHW Common Stock Sale -$3.36M -35.2K -100% $95.35 0 Nov 7, 2025 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 -35.2K -100% $0.00 0 Nov 7, 2025 Common Stock 35.2K $41.98 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 shares received upon exercise of the option to a revocable trust.
F2 The transaction was executed in multiple trades at prices ranging from $95.235 to $95.45. 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 transfer of shares and prices at which the transaction was effected.
F3 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.