Stephen A. Ellis - 27 May 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ Jeffrey E. Salvesen, Attorney-in-Fact
Issuer symbol
SCHW
Transactions as of
27 May 2025
Transactions value $
$0
Form type
4
Filing time
29 May 2025, 18:51:55
Previous filing
03 Apr 2025
Next filing
26 Jun 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Ellis Stephen A Director 3000 SCHWAB WAY, WESTLAKE /s/ Jeffrey E. Salvesen, Attorney-in-Fact 29 May 2025 0001561563

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Award $0 +1.46K +19.29% $0.00 9.04K 27 May 2025 Direct F1, F2
holding SCHW Common Stock 88.9K 27 May 2025 by Trust

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 +3.65K $0.00 3.65K 27 May 2025 Common Stock 3.65K $88.63 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
F2 Includes 276.1115 shares acquired through dividend reinvestment.
F3 The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.