Peter J. Morgan III - 01 Mar 2024 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role: General Counsel
Signature: /s/ P. Blake Allen, Attorney-in-fact
Issuer symbol: SCHW
Transactions as of: 01 Mar 2024
Net transactions value: -$1,308,279
Form type: 4
Filing time: 05 Mar 2024, 18:40:59 UTC
Previous filing: 04 Dec 2023
Next filing: 18 Apr 2024
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	SCHW	Common Stock	Award	$0	+44,236		$0.000000	44,236	01 Mar 2024	Direct	F1
transaction	SCHW	Common Stock	Tax liability	$1,308,279	-19,716	-45%	$66.36	24,520	01 Mar 2024	Direct	F2
holding	SCHW	Common Stock						148	01 Mar 2024	by ESOP	F3

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	+30,383		$0.000000	30,383	01 Mar 2024	Common Stock	30,383	$66.47	Direct	F4

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2023.
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	This information is based on a plan statement as of December 31, 2023.
F4	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