Stephen A. Ellis - 01 Jul 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Reporting relationship: Director
Issuer ticker: SCHW
Reported as of: 01 Jul 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 06 Jul 2026, 19:10:08 UTC
Prior SEC filing: 25 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ P. Blake Allen, Attorney-in-fact

Key filing fact

Stephen A. Ellis filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 06 Jul 2026.

Key facts

This page summarizes Stephen A. Ellis's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 06 Jul 2026, 19:10.

Change

Previous filing in this sequence was filed on 25 Jun 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001561563 Primary reporting owner

Ellis Stephen A

Relationship: Director
Address: 3000 SCHWAB WAY, WESTLAKE
Signature: /s/ P. Blake Allen, Attorney-in-fact
Signature date: 06 Jul 2026

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SCHW transaction Derivative

Restricted Stock Units

Award

Transaction value
Shares: +379
Change %: +2.9%
Price
Shares after: 13,276
Date: 01 Jul 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 379
Exercise price
Footnotes: F1, F2, F3, F4, F5

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

Footnote F2

The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

Footnote F3

The RSU s are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

Footnote F4

The RSUs were received in lieu of cash compensation otherwise payable as director fees.

Footnote F5

Includes 45.48 RSUs acquired through dividend reinvestment.