Charles R. Schwab - Mar 1, 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role: Co-Chairman, Director
Signature: /s/ P. Blake Allen, Attorney-in-fact
Stock symbol: SCHW
Transactions as of: Mar 1, 2025
Transactions value $: $2,061,098
Form type: 4
Date filed: 3/4/2025, 07:48 PM
Previous filing: Mar 3, 2025
Next filing: Apr 2, 2025
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	SCHW	Common Stock	Award	$0	+66.3K		$0.00	66.3K	Mar 1, 2025	Direct	F1
transaction	SCHW	Common Stock	Tax liability	$2.06M	+26.1K		$79.05	0	Mar 3, 2025	Direct	F2, F3
holding	SCHW	Common Stock						60M	Mar 1, 2025	by Trust	F3
holding	SCHW	Common Stock						30.6M	Mar 1, 2025	by Limited Partnership
holding	SCHW	Common Stock						44K	Mar 1, 2025	by 188 Corp
holding	SCHW	Common Stock						7.42M	Mar 1, 2025	by Spouse as Trustee

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	SCHW	Nonqualified Stock Option (right to buy)	Award	$0	+91.2K		$0.00	91.2K	Mar 3, 2025	Common Stock	91.2K	$78.12	Direct	F4

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

Explanation of Responses:

Id	Content
F1	Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2024.
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.
F3	Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.
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.