Charles R. Schwab - 01 Mar 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Reporting relationship: Co-Chairman, Director
Issuer ticker: SCHW
Reported as of: 01 Mar 2026
Net transaction value: -$1,456,546
SEC form: 4
Accepted by SEC: 03 Mar 2026, 20:48:09 UTC
Prior SEC filing: 11 Feb 2026
Next SEC filing: 17 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ P. Blake Allen, Attorney-in-fact

Key filing fact

Charles R. Schwab filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 03 Mar 2026.

Key facts

This page summarizes Charles R. Schwab's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 03 Mar 2026, 20:48.

Change

Previous filing in this sequence was filed on 11 Feb 2026.
Current net transaction value: -$1,456,546.

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 0000923738 Primary reporting owner

Schwab Charles R.

Relationship: Co-Chairman, Director
Address: 3000 SCHWAB WAY, WESTLAKE
Signature: /s/ P. Blake Allen, Attorney-in-fact
Signature date: 03 Mar 2026

Reported non-derivative transactions

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

SCHW transaction

Common Stock

Award

Transaction value: $0
Shares: +38,838
Change %
Price: $0.000000
Shares after: 38,838
Date: 01 Mar 2026
Ownership: Direct
Footnotes: F1

SCHW transaction

Common Stock

Tax liability

Transaction value: $1,456,546
Shares: -15,283
Change %: -100%
Price: $95.30
Shares after: 0
Date: 01 Mar 2026
Ownership: Direct
Footnotes: F2, F3

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 55,746,284
Date: 01 Mar 2026
Ownership: by Trust
Footnotes: F3

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 30,483,368
Date: 01 Mar 2026
Ownership: by Limited Partnership

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 44,025
Date: 01 Mar 2026
Ownership: by 188 Corp

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 9,509,797
Date: 01 Mar 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)

Award

Transaction value: $0
Shares: +72,489
Change %
Price: $0.000000
Shares after: 72,489
Date: 02 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 72,489
Exercise price: $95.49
Footnotes: F4

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025.

Footnote 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.

Footnote F3

Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.

Footnote 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.