Stephen A. Ellis - Sep 23, 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ P. Blake Allen, Attorney-in-fact
Stock symbol
SCHW
Transactions as of
Sep 23, 2025
Transactions value $
$60,098
Form type
4
Date filed
9/26/2025, 09:35 PM
Previous filing
Jul 3, 2025
Next filing
Oct 3, 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 2025-09-26 0001561563

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Options Exercise $60.1K +2.11K +46.21% $28.55 6.66K Sep 23, 2025 Direct F1
holding SCHW Common Stock 95.8K Sep 23, 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 -2.11K -100% $0.00 0 Sep 23, 2025 Common Stock 2.11K $28.55 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 to a revocable trust.
F2 Includes 265.281 shares acquired through dividend reinvestment.
F3 The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.