Filing Details

Accession Number:
0002031313-25-000015
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-05-09 16:05:27
Reporting Period:
2025-05-08
Filing Date:
2025-05-09
Accepted Time:
2025-05-09 16:05:27
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
316709 Schwab Charles Corp SCHW Security Brokers, Dealers & Flotation Companies (6211) 943025021
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
2031313 V Paul Woolway 3000 Schwab Way
Westlake TX 76262
Md, Chief Banking Officer No Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Acquisiton 2025-05-08 8,613 $41.98 33,767 No 4 M Direct
Common Stock Disposition 2025-05-08 8,613 $85.00 42,444 No 4 S Indirect by Trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 M Direct
No 4 S Indirect by Trust
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Common Stock Nonqualified Stock Option (right to buy) Disposition 2025-05-08 8,613 $0.00 8,613 $41.98
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
0 2030-03-02 No 4 M Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 7,464 Indirect by ESPP
Common Stock 1,139 Indirect by Son 1
Common Stock 1,139 Indirect by Son 2
Footnotes
  1. Reflects the contribution of 8,613 shares received upon exercise of the options to a revocable trust.
  2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 15, 2024.
  3. This information is based on a plan statement as of April 30, 2025.
  4. The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.