Charles Schwab logs PBRSU vesting, option grant

Charles Schwab Corp director and Co-Chairman Charles R. Schwab reported equity compensation activity.

Rhea-AI Filing Summary

Charles Schwab Corp director and Co-Chairman Charles R. Schwab reported equity compensation activity. He acquired 38,838 shares of common stock upon vesting of performance-based restricted stock units tied to a three-year performance period ending December 31, 2025.

The company withheld 15,283 shares at $95.305 per share to cover tax obligations related to this vesting. Schwab also received a grant of 72,489 nonqualified stock options, which vest in four equal annual installments starting on the first anniversary of the grant date. The filing also lists large indirect common stock holdings through a trust, a limited partnership, a corporation, and a trust where his spouse serves as trustee.

Insider Trade Summary

7 transactions reported

Mixed 7 txns

Insider Schwab Charles R.

Role Co-Chairman

Type	Security	Shares	Price	Value
Grant/Award	Nonqualified Stock Option (right to buy)	72,489	$0.00	$0.00
Grant/Award	Common Stock	38,838	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	15,283	$95.305	$1.46M
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Nonqualified Stock Option (right to buy) — 72,489 contracts (Direct); Common Stock — 0 shares (Direct); Common Stock — 55,746,284 shares (Indirect, by Trust); Common Stock — 30,483,368 shares (Indirect, by Limited Partnership); Common Stock — 44,025 shares (Indirect, by 188 Corp); Common Stock — 9,509,797.33 shares (Indirect, by Spouse as Trustee)

Footnotes (4)

1. F1. Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025.
2. F2. The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.
3. F3. Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.
4. F4. The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What equity awards did Charles R. Schwab report in this SCHW Form 4?

Charles R. Schwab reported vesting of 38,838 performance-based restricted stock units and a new grant of 72,489 nonqualified stock options. The options were issued under the 2022 Stock Incentive Plan and vest in four equal annual installments beginning one year after the grant date.

How many Charles Schwab (SCHW) shares were withheld for taxes in this filing?

The company withheld 15,283 shares of Charles Schwab common stock at $95.305 per share to satisfy tax withholding obligations. These shares relate to the vesting of performance-based restricted stock units granted under the company’s 2022 Stock Incentive Plan.

What performance period applied to Charles Schwab’s vested PBRSUs in this Form 4?

The vested performance-based restricted stock units were tied to a three-year performance period ending December 31, 2025. The 38,838 acquired shares reflect achievement of the specified performance goal over that period under the 2022 Stock Incentive Plan.

How do the newly granted SCHW stock options for Charles R. Schwab vest?

The 72,489 nonqualified stock options granted to Charles R. Schwab vest in four equal annual installments. The first installment begins on the first anniversary of the grant date, aligning with typical long-term incentive structures under the 2022 Stock Incentive Plan.

What indirect Charles Schwab (SCHW) holdings are reported for Charles R. Schwab?

The Form 4 lists indirect common stock holdings through several entities: a trust, a limited partnership, 188 Corp, and a trust where his spouse serves as trustee. These indirect positions are reported separately from his directly held shares and option awards.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/03/2026 - 08:48 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
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hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Schwab Charles R.

(Last) (First) (Middle)

3000 SCHWAB WAY

(Street)

WESTLAKE TX 76262

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
SCHWAB CHARLES CORP [ SCHW ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Co-Chairman

3. Date of Earliest Transaction (Month/Day/Year)
03/01/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/01/2026		A(1)		38,838	A	$0	38,838	D
Common Stock	03/01/2026		F(2)		15,283	D	$95.305	0(3)	D
Common Stock								55,746,284(3)	I	by Trust
Common Stock								30,483,368	I	by Limited Partnership
Common Stock								44,025	I	by 188 Corp
Common Stock								9,509,797.33	I	by Spouse as Trustee

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Nonqualified Stock Option (right to buy)	$95.49	03/02/2026		A		72,489		(4)	03/02/2036	Common Stock	72,489	$0	72,489	D

Explanation of Responses:

1. Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025.

2. The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs.

3. Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSU's to a living trust.

4. The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

Remarks:

	/s/ P. Blake Allen, Attorney-in-fact	03/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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