Home > Insider Trading > Filing (0002031313-25-000002)

Filing Details

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	2025-03-01	13,254	$0.00	38,407	No	4	A	Direct
Common Stock	Disposition	2025-03-03	3,367	$79.05	35,040	No	4	F	Direct
Common Stock	Disposition	2025-03-03	3,380	$79.32	57,818	No	4	S	Indirect	by Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	A	Direct
No	4	F	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)	Acquisiton	2025-03-03	20,064	$0.00	20,064	$78.12

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
20,064		2035-03-03	No	4	A	Direct

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	7,197	Indirect	by ESPP
Common Stock	1,139	Indirect	by Son 1
Common Stock	1,139	Indirect	by Son 2

Footnotes

Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2024.
The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.
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.
The transaction was executed in multiple trades at prices ranging from $78.96 to $79.705. 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.
This information is based on a plan statement as of March 1, 2025.
The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.