Filing Details

Accession Number:
0001193024-25-000003
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-05-29 19:00:21
Reporting Period:
2025-05-27
Filing Date:
2025-05-29
Accepted Time:
2025-05-29 19:00:21
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
1193024 A Paula Sneed 3000 Schwab Way
Westlake TX 76262
Yes No No No
Transaction Summary
Sold: 8,647 shares Avg. Price: $88.06 Total Value: $761,479.03
Number of Shares After Transactions: 8,073 shares
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 Disposition 2025-05-27 8,647 $88.06 105,654 No 4 S Indirect by Trust
Common Stock Acquisiton 2025-05-27 1,462 $0.00 8,073 No 4 A Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Indirect by Trust
No 4 A Direct
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Common Stock Nonqualified Stock Option (right to buy) Acquisiton 2025-05-27 3,646 $0.00 3,646 $88.63
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
3,646 2035-05-27 No 4 A Direct
Footnotes
  1. The transaction was executed in multiple trades at prices ranging from $87.9201 to $88.25. 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 transfer of shares and prices at which the transaction was effected.
  2. 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.
  3. 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.