Schwab director granted RSUs and stock options

Schwab Charles Corp director Paula A. Sneed reported new equity awards in company stock.

Rhea-AI Filing Summary

Schwab Charles Corp director Paula A. Sneed reported new equity awards in company stock. She received a grant of 1,602 shares of Common Stock in the form of restricted stock units under the company’s 2022 Stock Incentive Plan. These units vest 25% on the first and second anniversaries of the grant date and 50% on the third anniversary.

She was also granted a nonqualified stock option covering 3,977 shares of Common Stock at an exercise price of $89.40 per share, expiring on May 26, 2036, with the same 25/25/50 vesting schedule. After these awards, she directly holds 9,675 shares of Common Stock and indirectly holds 96,974.1605 shares through a trust. These transactions are compensation-related grants rather than open-market purchases or sales.

Insider Trade Summary

Grant/Award: 5,579 shares

Grant/Award 3 txns

Insider SNEED PAULA A

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Nonqualified Stock Option (right to buy)	3,977	$0.00	$0.00
Grant/Award	Common Stock	1,602	$0.00	$0.00
holding	Common Stock	--	--	--

Holdings After Transaction: Nonqualified Stock Option (right to buy) — 3,977 contracts (Direct); Common Stock — 9,675 shares (Direct); Common Stock — 96,974.1605 shares (Indirect, by Trust)

Footnotes (2)

1. F1. The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.
2. F2. The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date

Key Figures

Restricted stock units granted: 1,602 shares Stock option shares granted: 3,977 shares Option exercise price: $89.40 per share +3 more

6 metrics

Restricted stock units granted 1,602 shares Common Stock RSU grant under 2022 Stock Incentive Plan

Stock option shares granted 3,977 shares Nonqualified stock option covering common shares

Option exercise price $89.40 per share Nonqualified stock option strike price

Option expiration date May 26, 2036 Nonqualified stock option term end

Direct shares after awards 9,675 shares Common Stock directly held following transactions

Indirect trust holdings 96,974.1605 shares Common Stock held indirectly by trust

Key Terms

restricted stock units, 2022 Stock Incentive Plan, Nonqualified Stock Option (right to buy), vest, +1 more

5 terms

restricted stock units financial

"The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

2022 Stock Incentive Plan financial

"which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary"

Nonqualified Stock Option (right to buy) financial

"security_title": "Nonqualified Stock Option (right to buy)""

vest financial

"and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date"

A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.

grant/award acquisition financial

"transaction_action": "grant/award acquisition""

FAQ

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

What equity awards did Paula A. Sneed receive from SCHW on this Form 4?

Paula A. Sneed received 1,602 restricted stock units and a nonqualified stock option for 3,977 shares of Charles Schwab common stock. Both awards were granted under the 2022 Stock Incentive Plan as part of her director compensation, not open-market transactions.

How do Paula A. Sneed’s new SCHW restricted stock units vest?

The 1,602 restricted stock units vest 25% on the first anniversary, 25% on the second anniversary, and 50% on the third anniversary of the grant date. This multi-year schedule encourages longer-term alignment between the director’s interests and company performance.

What are the key terms of Paula A. Sneed’s new SCHW stock option grant?

She received a nonqualified stock option for 3,977 shares of common stock with an exercise price of $89.40 per share. The option vests 25% after one year, 25% after two years, and 50% after three years, and expires on May 26, 2036.

How many SCHW shares does Paula A. Sneed hold after these transactions?

After the reported awards, Paula A. Sneed directly holds 9,675 shares of Charles Schwab common stock. She also indirectly holds 96,974.1605 shares through a trust, reflecting both direct and indirect ownership positions reported in this Form 4 filing.

Are Paula A. Sneed’s SCHW transactions open-market buys or sales?

The reported transactions are compensation-related grants, not market trades. They include restricted stock units and a nonqualified stock option granted at no cash cost per share under the 2022 Stock Incentive Plan, rather than purchases or sales on the open market.

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

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Accepted by SEC EDGAR 05/27/2026 - 08:49 PM EDT 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
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^*

SNEED PAULA A

(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)
05/26/2026

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	05/26/2026		A		1,602(1)	A	$0	9,675	D
Common Stock								96,974.1605	I	by Trust

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)	$89.4	05/26/2026		A		3,977		(2)	05/26/2036	Common Stock	3,977	$0	3,977	D

Explanation of Responses:

1. The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

2. The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date

Remarks:

Exhibit 24 - Power of Attorney

	/s/ P. Blake Allen, Attorney-in-Fact	05/27/2026
	** 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)