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SCHWAB CHARLES CORP Director's Dealing 2026

Jan 23, 2026

10451_dirs_2026-01-23_25bda05a-29d4-4b49-86e2-ddce581418b8.zip

Director's Dealing

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SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: SCHWAB CHARLES CORP (SCHW)
CIK: 0000316709
Period of Report: 2026-01-22

Reporting Person: Beatty Jonathan S (MD, Head of Advisor Services)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2026-01-22 Common Stock M 2000 $46.39 Acquired 33495 Direct
2026-01-22 Common Stock S 2000 $105.0017 Disposed 21768 Indirect

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2026-01-22 Nonqualified Stock Option (right to buy) $46.39 M 2000 Disposed 2028-11-01 Common Stock (2000) Direct

Footnotes

F1: Reflects the contribution of 2,000 shares received upon exercise of the option to a trust.

F2: Includes the contribution of 9,845 shares to a trust.

F3: The transaction was affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025.

F4: This transaction was executed in multiple trades at prices ranging from $105.00 to $105.005. 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 affected.

F5: 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.