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Sell4

SCHWAB CHARLES CORP

SCHW

Total Value
$389.6K
Net $204.0K sold
Sales
$204.0K
1 transaction

Company Information

Ticker Symbol
SCHW
CIK
0000316709

Insider Information

Role
MD, Head of Advisor Services
Officer
Location
WESTLAKE, TX

Filing Details

Filing Date
Dec 29, 2025
Transaction Date
Dec 23, 2025
Accession Number
0002028977-25-000018
Form Type
4
Net Trading Amount
-$204.0K

Non-Derivative Transactions

DateSecuritySharesPriceTypeValue
Dec 23, 2025Common Stock2,000$46.39Exercise$92.8K
Dec 23, 2025Common Stock2,000$102.01Sale$204.0K

Derivative Transactions

DateSecuritySharesExercise PriceTypeValue
Dec 23, 2025Derivative2,000$46.39Exercise$92.8K

Footnotes

  1. (F1)Reflects the contribution of 2,000 shares received upon exercise of the option to a trust.
  2. (F2)The transaction was affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025.
  3. (F3)This transaction was executed in multiple trades at prices ranging from $102.00 to $102.035. 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.
  4. (F4)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.

SEC Filing

View on SEC Daily

View the complete filing document on SEC Daily.