Jonathan M. Craig - 03 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
03 Mar 2026
Net transactions value
-$1,369,897
Form type
4
Filing time
05 Mar 2026, 17:56:47 UTC
Previous filing
03 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 05 Mar 2026 0001733065

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Sale $852,818 -9,032 -62% $94.42 5,449 03 Mar 2026 by Trust F1, F2, F3
transaction SCHW Common Stock Sale $517,079 -5,449 -100% $94.89 0 03 Mar 2026 by Trust F1, F3, F4
* 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 The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 11, 2025.
F2 The transaction was executed in multiple trades at prices ranging from $93.75 to $94.735. 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 Reflects the contribution of shares from direct to a revocable trust.
F4 The transaction was executed in multiple trades at prices ranging from $94.76 to $95.17. 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.