SEC Form 4 · accession 0002028977-26-000013
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 7, 2026
Accepted (ET)
Jul 8, 2026 · 5:06 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 StockF2 | Jul 7, 2026 | S | 2,000 | $102.0089 | D | 13,738 | I | by Trust |
| Common Stock | holding | — | — | — | 32,459 | D |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026.
- F2This transaction was executed in multiple trades at prices ranging from $102.00 to $102.025. 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.