SCHWAB CHARLES CORP 4

Craig Jonathan M., MD and Head of Retail Investing at Charles Schwab Corp., exercised 21,866 stock options at $46.81 and sold 21,866 shares of SCHW common stock at about $111.03 per share under a Rule 10b5-1 plan, while contributing the exercised shares to a revocable trust.

On August 14, 2026, Craig Jonathan M., MD and Head of Retail Investing at Charles Schwab Corp., exercised a nonqualified stock option for 21,866 shares of common stock at $46.81 per share and immediately sold the same 21,866 shares at a weighted average price of $111.0257 per share under a pre-arranged Rule 10b5-1 trading plan, effectively realizing the spread while contributing the exercised shares to a revocable trust. The option exercise generated shares valued at approximately $1.02 million at the exercise price, while the concurrent sale yielded gross proceeds of about $2.43 million, with the difference representing the intrinsic gain on the option. Following the transactions, 21,866 shares of common stock are reported as beneficially owned indirectly via a trust, and there are no remaining options reported from this grant, consistent with the note that the shares received upon exercise were contributed to a revocable trust.

Filing Facts

CIK

316709

Ticker

SCHW

Form

4

Source Type

sec

Accession

0001733065-26-000013

Alert Tier

6