Walter W. Bettinger - 27 Jul 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Reporting relationship: Co-Chairman, Director
Issuer ticker: SCHW
Reported as of: 27 Jul 2026
Net transaction value: -$29,773,915
SEC form: 4
Accepted by SEC: 29 Jul 2026, 20:57:35 UTC
Prior SEC filing: 03 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ P. Blake Allen, Attorney-in-fact

Key filing fact

Walter W. Bettinger filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 29 Jul 2026.

Key facts

This page summarizes Walter W. Bettinger's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
8 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 29 Jul 2026, 20:57.

Change

Previous filing in this sequence was filed on 03 Mar 2026.
Current net transaction value: -$29,773,915.

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 0001296479 Primary reporting owner

Bettinger Walter W

Relationship: Co-Chairman, Director
Address: 3000 SCHWAB WAY, WESTLAKE
Signature: /s/ P. Blake Allen, Attorney-in-fact
Signature date: 29 Jul 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SCHW transaction

Common Stock

Options Exercise

Transaction value
Shares: +192,488
Change %: +36%
Price: $52.05^*
Shares after: 721,834
Date: 27 Jul 2026
Ownership: by Family Trust

SCHW transaction

Common Stock

Sale

Transaction value: $19,999,927
Shares: -192,488
Change %: -27%
Price: $103.90
Shares after: 529,346
Date: 27 Jul 2026
Ownership: by Family Trust
Footnotes: F1

SCHW transaction

Common Stock

Options Exercise

Transaction value
Shares: +93,408
Change %: +18%
Price: $52.05^*
Shares after: 622,754
Date: 28 Jul 2026
Ownership: by Family Trust

SCHW transaction

Common Stock

Sale

Transaction value: $4,389,643
Shares: -42,265
Change %: -6.8%
Price: $103.86
Shares after: 580,489
Date: 28 Jul 2026
Ownership: by Family Trust
Footnotes: F2

SCHW transaction

Common Stock

Sale

Transaction value: $4,024,686
Shares: -38,263
Change %: -6.6%
Price: $105.18
Shares after: 542,226
Date: 28 Jul 2026
Ownership: by Family Trust
Footnotes: F3

SCHW transaction

Common Stock

Sale

Transaction value: $1,359,659
Shares: -12,880
Change %: -2.4%
Price: $105.56
Shares after: 529,346
Date: 28 Jul 2026
Ownership: by Family Trust
Footnotes: F4

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 6,720
Date: 27 Jul 2026
Ownership: by ESOP
Footnotes: F5

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 4,334
Date: 27 Jul 2026
Ownership: by ESPP
Footnotes: F6

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,403
Date: 27 Jul 2026
Ownership: by Spouse
Footnotes: F7

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 176
Date: 27 Jul 2026
Ownership: by Spouse, as Trustee

Reported derivative securities

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

SCHW transaction Derivative

Nonqualified Stock Option (right to buy)

Options Exercise

Transaction value
Shares: -192,488
Change %: -67%
Price: $0.000000^*
Shares after: 93,408
Date: 27 Jul 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 192,488
Exercise price: $52.05
Footnotes: F8

SCHW transaction Derivative

Nonqualified Stock Option (right to buy)

Options Exercise

Transaction value
Shares: -93,408
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 28 Jul 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 93,408
Exercise price: $52.05
Footnotes: F8

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 8 footnotes

Footnote F1

This transaction was executed in multiple trades at prices ranging from $103.61 to $104.27. 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.

Footnote F2

This transaction was executed in multiple trades at prices ranging from $103.51 to $104.50. 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.

Footnote F3

This transaction was executed in multiple trades at prices ranging from $104.51 to $105.50. 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.

Footnote F4

This transaction was executed in multiple trades at prices ranging from $105.51 to $105.625. 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.

Footnote F5

This information is based on a plan statement as of June 30, 2026.

Footnote F6

This information is based on a plan statement as of July 15, 2026.

Footnote F7

Includes 16.4043 shares acquired through dividend reinvestment.

Footnote F8

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.