Jonathan S. Beatty - 02 Mar 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Reporting relationship: MD, Head of Advisor Services
Issuer ticker: SCHW
Reported as of: 02 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 04 Mar 2026, 20:05:07 UTC
Prior SEC filing: 03 Mar 2026
Next SEC filing: 06 Jul 2026
Source filing: View source filing
Reporting owner signature: /s/ P. Blake Allen, Attorney-in-fact

Key filing fact

Jonathan S. Beatty filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 04 Mar 2026.

Key facts

This page summarizes Jonathan S. Beatty's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 04 Mar 2026, 20:05.

Change

Previous filing in this sequence was filed on 03 Mar 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 0002028977 Primary reporting owner

Beatty Jonathan S

Relationship: MD, Head of Advisor Services
Address: 3000 SCHWAB WAY, WESTLAKE
Signature: /s/ P. Blake Allen, Attorney-in-fact
Signature date: 04 Mar 2026

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
Shares: +24,509
Change %
Price: $0.000000^*
Shares after: 24,509
Date: 02 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 24,509
Exercise price: $95.49
Footnotes: F1

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

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.