SEC Form 4 · accession 0001561563-26-000017
SCHWAB CHARLES CORP · SCHW
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Stephen A Ellis
Director
Period of report
Jun 23, 2026
Accepted (ET)
Jun 25, 2026 · 7:35 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0000316709
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1,F2 | Jun 23, 2026 | M | 2,258 | $25.11 | A | 7,445 | D | |
| Common StockF1 | holding | — | — | — | 101,993 | I | by Trust |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nonqualified Stock Option (right to buy)F3 | $25.11 | Jun 23, 2026 | M | 2,258 | D | — | Jul 1, 2026 | Common Stock | 2,258 | 0 | D |
Explanation of responses
- F1Reflects the contribution of shares received upon exercise of the option to a trust.
- F2Reflects shares transferred from being held directly to a trust.
- F3The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.