PAULA A. SNEED - 27 May 2025 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role
Director
Signature
/s/ Jeffrey E. Salvesen, Attorney-in-Fact
Issuer symbol
SCHW
Transactions as of
27 May 2025
Net transactions value
-$761,479
Form type
4
Filing time
29 May 2025, 19:00:21 UTC
Previous filing
30 May 2024
Next filing
14 Nov 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
SNEED PAULA A Director 3000 SCHWAB WAY, WESTLAKE /s/ Jeffrey E. Salvesen, Attorney-in-Fact 29 May 2025 0001193024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SCHW Common Stock Sale $761,479 -8,647 -7.6% $88.06 105,654 27 May 2025 by Trust F1
transaction SCHW Common Stock Award $0 +1,462 +22% $0.000000 8,073 27 May 2025 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SCHW Nonqualified Stock Option (right to buy) Award $0 +3,646 $0.000000 3,646 27 May 2025 Common Stock 3,646 $88.63 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 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.
F3 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.