Carolyn Schwab-Pomerantz - 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, 06:58 PM
Previous filing
May 19, 2025
Next filing
Jun 6, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Schwab-Pomerantz Carolyn Director 3000 SCHWAB WAY, WESTLAKE /s/ Jeffrey E. Salvesen, Attorney-in-Fact 2025-05-29 0001950787

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Award $0 +1.46K +17.91% $0.00 9.62K May 27, 2025 Direct F1
holding SCHW Common Stock 1.52M May 27, 2025 by Trust
holding SCHW Common Stock 489K May 27, 2025 by Spouse as Trustee
holding SCHW Common Stock 2.8K May 27, 2025 by LLC

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 F2
* 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 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.