Director Joan Dea gifts 835 Charles Schwab (SCHW) shares, holds 26,838

Rhea-AI Filing Summary

Charles Schwab Corp director Joan Dea reported a bona fide gift of 835 shares of Common Stock. The shares were transferred at no stated price and are classified as a gift disposition, not a market sale. After the transaction, Dea directly holds 26,838 shares of Charles Schwab common stock.

Insider Trade Summary

835 shares gifted

Mixed 1 txn

Insider Dea Joan

Role null

Type	Security	Shares	Price	Value
Gift	Common Stock	835	$0.00	--

Holdings After Transaction: Common Stock — 26,838 shares (Direct, null)

Footnotes (1)

Key Figures

Shares gifted: 835 shares Shares held after transaction: 26,838 shares Price per share in transaction: $0.0000 +1 more

4 metrics

Shares gifted 835 shares Bona fide gift of Common Stock

Shares held after transaction 26,838 shares Direct ownership following gift

Price per share in transaction $0.0000 Gift transfer with no consideration

Transaction code G Bona fide gift disposition

Key Terms

bona fide gift, Common Stock, Form 4

3 terms

bona fide gift financial

"The transaction is coded as a bona fide gift (transaction code G)."

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

Common Stock financial

"Joan Dea reported a bona fide gift of 835 shares of Common Stock."

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Form 4 regulatory

"This Charles Schwab (SCHW) Form 4 shows no stock purchases or sales."

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

Form 4 Insider Transactions: What Each Field Means →

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
Estimated average burden
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^*

Dea Joan

(Last) (First) (Middle)

3000 SCHWAB WAY

(Street)

WESTLAKE TEXAS 76262

(City) (State) (Zip)

UNITED STATES

(Country)

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
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/21/2026

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

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

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

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	05/21/2026		G		835	D	$0	26,838	D

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

Explanation of Responses:

Remarks:

Exhibit 24 - Power of Attorney

	/s/ P. Blake Allen, Attorney-in-Fact	05/26/2026
	** 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).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Charles Schwab (SCHW) director Joan Dea report on this Form 4?

Director Joan Dea reported a bona fide gift of 835 shares of Charles Schwab Common Stock. This is a non-market transfer, meaning no sale proceeds, and it reflects a change in her direct holdings only.

How many Charles Schwab (SCHW) shares did Joan Dea gift?

Joan Dea gifted 835 shares of Charles Schwab Common Stock. The transaction is coded as a bona fide gift, indicating a transfer without consideration rather than an open-market sale or purchase.

How many Charles Schwab (SCHW) shares does Joan Dea hold after the gift?

Following the gift, Joan Dea directly holds 26,838 shares of Charles Schwab Common Stock. This figure reflects her remaining direct ownership position after the 835-share bona fide gift disposition.

Was Joan Dea’s Charles Schwab (SCHW) transaction a sale or a gift?

The transaction was a gift, not a sale. It is coded as a bona fide gift (transaction code G), meaning shares were transferred without payment and do not represent an open-market sale of stock.

Does this Charles Schwab (SCHW) Form 4 show any stock purchases or sales?

This Form 4 shows no stock purchases or sales. It reports only a bona fide gift of 835 shares by director Joan Dea, which is a non-market disposition of shares at no stated price.