Jonathan S. Beatty - 01 Mar 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role: MD, Head of Advisor Services
Signature: /s/ P. Blake Allen, Attorney-in-fact
Issuer symbol: SCHW
Transactions as of: 01 Mar 2025
Net transactions value: -$165,046
Form type: 4
Filing time: 04 Mar 2025, 21:14:35 UTC
Previous filing: 27 Nov 2024
Next filing: 09 May 2025
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	SCHW	Common Stock	Options Exercise	$0	+9,482	+26%	$0.000000	46,463	01 Mar 2025	Direct
transaction	SCHW	Common Stock	Tax liability	$165,046	-2,088	-4.5%	$79.04	44,375	01 Mar 2025	Direct	F1
holding	SCHW	Common Stock						18,069	01 Mar 2025	by Trust

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	+30,096		$0.000000	30,096	03 Mar 2025	Common Stock	30,096	$78.12	Direct	F2

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

Explanation of Responses:

Id	Content
F1	Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person.
F2	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.