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$SCHW All transactions

SCHWAB CHARLES CORP

M 10b5-1 Plan

$ Value

$285K

Shares

6,144

Price

$46

Filed

Aug 29

Insider

Name

Beatty Jonathan S

Title

MD, Head of Advisor Services

CIK

0002028977

Roles

Officer

Transaction Details

Transaction Date

2025-08-28

Code

M

Table

Non-Derivative

Ownership

Direct

Equity Swap

No

Shares After

43,340

Footnotes

Reflects the contribution of 6,144 shares received upon exercise of the option to a trust. | The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024. | This transaction was executed in multiple trades at prices ranging from $96.55 to $97.05. 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 effected. | 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.

Filing Info

Accession No.

0002028977-25-000013

Form Type

4

Issuer CIK

0000316709

Beatty Jonathan S's History

Date Ticker Type Value
2026-01-22 SCHW M $93K
2026-01-22 SCHW $210K
2026-01-22 SCHW M $0
2025-12-23 SCHW M $93K
2025-12-23 SCHW $204K
2025-12-23 SCHW M $0
2025-11-12 SCHW M $143K
2025-11-12 SCHW $301K
2025-11-12 SCHW M $0
2025-08-28 SCHW M $285K

Other Insiders at SCHW (90d)

Insider Bought Sold Last
Schwab Charles R.
Co-Chairman
$70.3M 2026-02-10
HERRINGER FRANK C 2026-04-01
DODDS CHRISTOPHER V $1.2M 2026-02-06
Bettinger Walter W
Co-Chairman
$33.8M 2026-02-06
Ellis Stephen A 2026-04-01
Murtagh Nigel J
Chief Risk Officer
$4.1M 2026-04-14
Craig Jonathan M.
MD, Head of Retail Investing
$2.2M 2026-04-14
Ruffel Charles A. 2026-04-01
Morgan Peter J. III
General Counsel
$793K 2026-02-02
Brown Marianne Catherine 2026-04-01
Schwab-Pomerantz Carolyn $4.5M 2026-01-22
Woolway Paul V
MD, Chief Banking Officer
$1.6M 2026-04-15