SEC Form 4 · accession 0002028977-26-000010
SCHWAB CHARLES CORP · SCHW
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Jonathan S Beatty
Officer — MD, Head of Advisor Services
Period of report
Jul 1, 2026
Accepted (ET)
Jul 6, 2026 · 6:33 pm EDT
Rule 10b5-1 plan
yes — trade under a plan
Issuer CIK
0000316709
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Jul 1, 2026 | F | 1,036 | $92.725 | D | 32,459 | D | |
| Common StockF3 | Jul 2, 2026 | S | 2,000 | $97.0297 | D | 17,738 | I | by Trust |
| Common StockF4 | Jul 6, 2026 | S | 2,000 | $100.0074 | D | 15,738 | I | by Trust |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024.
- F2These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026.
- F3This transaction was executed in multiple trades at prices ranging from $97.00 to $97.045. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
- F4This transaction was executed in multiple trades at prices ranging from $100.00 to $100.02. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.