Filing Details

Accession Number:
0001950787-25-000019
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-06-06 16:16:24
Reporting Period:
2025-06-05
Filing Date:
2025-06-06
Accepted Time:
2025-06-06 16:16:24
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
1950787 Carolyn Schwab-Pomerantz 3000 Schwab Way
Westlake TX 76262
Yes No 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 2025-06-05 14,400 $87.25 1,505,999 No 4 S Indirect by Trust
Common Stock Disposition 2025-06-05 9,600 $87.25 479,314 No 4 S Indirect by Spouse as Trustee
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Indirect by Trust
No 4 S Indirect by Spouse as Trustee
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 9,624 Direct
Common Stock 2,798 Indirect by LLC
Footnotes
  1. The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.
  2. This transaction was executed in multiple trades at prices ranging from $87.00 to 87.53. 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.