Filing Details

Accession Number:
0002028977-25-000007
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-06-02 16:48:57
Reporting Period:
2025-05-30
Filing Date:
2025-06-02
Accepted Time:
2025-06-02 16:48:57
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
2028977 S Jonathan Beatty 3000 Schwab Way
Westlake TX 76262
Md, Head Of Advisor Services 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 Disposition 2025-05-30 2,850 $87.57 15,219 No 4 S Indirect by Trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Indirect by Trust
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 44,375 Direct
Footnotes
  1. This transaction was executed in multiple trades at prices ranging from $87.545 to $87.62. 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.