Charles A. Ruffel - May 27, 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ Jeffrey E. Salvesen, Attorney-in-Fact
Stock symbol
SCHW
Transactions as of
May 27, 2025
Transactions value $
$0
Form type
4
Date filed
5/29/2025, 06:55 PM
Previous filing
May 22, 2025
Next filing
Jul 3, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Ruffel Charles A. Director 3000 SCHWAB WAY, WESTLAKE /s/ Jeffrey E. Salvesen, Attorney-in-Fact 2025-05-29 0001739929

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Award $0 +1.46K +8.78% $0.00 18.1K May 27, 2025 Direct F1, F2
holding SCHW Common Stock 9.63K May 27, 2025 By IRA F3
holding SCHW Common Stock 3.48K May 27, 2025 by 401(k) F4

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 May 27, 2025 Common Stock 3.65K $88.63 Direct F5
* 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 54.5052 shares acquired through dividend reinvestment.
F3 Includes 29.7457 shares acquired through dividend reinvestment.
F4 Includes 10.7555 shares acquired through dividend reinvestment.
F5 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.