Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-07-29 20:57:35 ET · period of report 2026-07-27 · accession 0001296479-26-000009 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMI | 2026-07-29 20:57 | 2026-07-27+ | SCHW | Bettinger Walter W | Co-COB, Dir | M - OptEx | $52.05 | +285.9K | 622.8K | +85% | +$14.88M |
| DMI | 2026-07-29 20:57 | 2026-07-27+ | SCHW | Bettinger Walter W | Co-COB, Dir | S - Sale+OE | $104.14 | -285.9K | 529.3K | -35% | -$29.77M |
| DM | 2026-07-29 20:57 | 2026-07-27+ | SCHW | Bettinger Walter W | Co-COB, Dir | M - OptEx | $0.00 | -285.9K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-07-27 | M | A | 192,488 | $52.05 | 721,834 | I by Family Trust | — | — | |
| 2 | Common | Common Stock | 2026-07-27 | S | D | 192,488 | $103.90 | 529,346 | I by Family Trust | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $103.61 to $104.27. 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. |
| 3 | Common | Common Stock | 2026-07-28 | M | A | 93,408 | $52.05 | 622,754 | I by Family Trust | — | — | |
| 4 | Common | Common Stock | 2026-07-28 | S | D | 42,265 | $103.86 | 580,489 | I by Family Trust | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $103.51 to $104.50. 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. |
| 5 | Common | Common Stock | 2026-07-28 | S | D | 38,263 | $105.18 | 542,226 | I by Family Trust | — | — | (F3) This transaction was executed in multiple trades at prices ranging from $104.51 to $105.50. 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. |
| 6 | Common | Common Stock | 2026-07-28 | S | D | 12,880 | $105.56 | 529,346 | I by Family Trust | — | — | (F4) This transaction was executed in multiple trades at prices ranging from $105.51 to $105.625. 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. |
| 7 | Derivative | Nonqualified Stock Option (right to buy) | 2026-07-27 | M | D | 192,488 | $0.00 | 93,408 | D | $52.05 · — to 2028-03-01 | 192,488 Common Stock | (F8) 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. |
| 8 | Derivative | Nonqualified Stock Option (right to buy) | 2026-07-28 | M | D | 93,408 | $0.00 | 0 | D | $52.05 · — to 2028-03-01 | 93,408 Common Stock | (F8) 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. |