Paul Woolway V - 01 Apr 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role: MD, Chief Banking Officer
Signature: /s/ P. Blake Allen, Attorney-in-fact
Issuer symbol: SCHW
Transactions as of: 01 Apr 2025
Net transactions value: -$261,725
Form type: 4
Filing time: 02 Apr 2025, 20:47:04 UTC
Previous filing: 05 Aug 2025
Next filing: 05 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	Sale	$230,540	-2,980	-6.1%	$77.36	46,224	01 Apr 2025	by Trust	F1, F2
transaction	SCHW	Common Stock	Sale	$31,185	-400	-0.87%	$77.96	45,824	01 Apr 2025	by Trust	F1, F3
holding	SCHW	Common Stock						33,767	01 Apr 2025	Direct
holding	SCHW	Common Stock						7,197	01 Apr 2025	by ESPP
holding	SCHW	Common Stock						1,139	01 Apr 2025	by Son 1
holding	SCHW	Common Stock						1,139	01 Apr 2025	by Son 2

* 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 15, 2024.
F2	This transaction was executed in multiple trades at prices ranging from $76.88 to $77.775. 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 number of shares and prices at which the transaction was effected.
F3	This transaction was executed in multiple trades at prices ranging from $77.935 to $77.99. 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 number of shares and prices at which the transaction was effected.