Stephen A. Ellis - 24 Jun 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ P. Blake Allen, Attorney-in-fact
Issuer symbol
SCHW
Transactions as of
24 Jun 2025
Transactions value $
$61,371
Form type
4
Filing time
26 Jun 2025, 19:45:50 UTC
Previous filing
29 May 2025
Next filing
03 Jul 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/ P. Blake Allen, Attorney-in-fact 26 Jun 2025 0001561563

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Options Exercise $61.4K +1.85K +38.55% $33.12 6.66K 24 Jun 2025 Direct F1
holding SCHW Common Stock 93.4K 24 Jun 2025 by Trust F1, F2

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) Options Exercise $0 -1.85K -100% $0.00 0 24 Jun 2025 Common Stock 1.85K $33.12 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects the contribution of shares received upon exercise of the option and 2,379.1115 other shares to a revocable trust.
F2 Includes 304.2606 shares acquired through dividend reinvestment.
F3 The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.