Ownership

Peter J. Morgan III - General Counsel at Schwab Charles Corp

Insider Transactions and Holdings

Entity Type: Individual
Role: General Counsel
Stock Symbol: SCHW, SCHW-PD, SCHW-PJ on NYSE
Industry: Security Brokers, Dealers & Flotation Companies
All Insider Reports: All Insider Reports

Peter J. Morgan III - trading volume in the past year for Schwab Charles Corp

	Shares	%	Avg Price	Total $
Buys
Sells	-14.6K	100%	$80.70	-$1.18M
Net	-14.6K	-100%		-$1.18M

Holdings reported by Peter J. Morgan III for Schwab Charles Corp

Security	Num Shares	Value	Price $	Transaction Date	Ownership	Underlying Class	Underlying Amount
Common Stock	10.2K	$804K	$79.05	Mar 3, 2025	Direct
Common Stock	232	$18.3K	$79.05	Mar 1, 2025	by ESPP
Common Stock	150	$11.8K	$79.05	Mar 1, 2025	by ESOP
Nonqualified Stock Option (right to buy)	27.4K			Mar 3, 2025	Direct	Common Stock

Transactions reported by Peter J. Morgan III for Schwab Charles Corp

Sym	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.