Jonathan M. Craig - 01 Mar 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
MD, Head of Investor Services
Signature
/s/ P. Blake Allen, Attorney-in-fact
Issuer symbol
SCHW
Transactions as of
01 Mar 2026
Net transactions value
-$1,062,841
Form type
4
Filing time
03 Mar 2026, 21:18:07 UTC
Previous filing
10 Nov 2025
Next filing
05 Mar 2026
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 03 Mar 2026 0001733065

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Award $0 +25,633 $0.000000 25,633 01 Mar 2026 Direct F1
transaction SCHW Common Stock Tax liability $1,062,841 -11,152 -44% $95.30 14,481 01 Mar 2026 Direct 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) Award $0 +50,052 $0.000000 50,052 02 Mar 2026 Common Stock 50,052 $95.49 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

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 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.

Remarks:

Exhibit 24 - Power of Attorney