Form 4 for SCHW Charles Schwab Corporation
Accepted 2026-07-06 18:33:09 ET · period of report 2026-07-01 · accession 0002028977-26-000010 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T | 2026-07-06 18:33 | 2026-07-01 | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | F - Tax | $92.72 | -1,036 | 32.5K | -3% | -$96.1K |
| MTI | 2026-07-06 18:33 | 2026-07-02+ | SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S - Sale | $98.52 | -4,000 | 15.7K | -20% | -$394.1K |
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 | 2026-07-01 | F | D | 1,036 | $92.72 | 32,459 | D | — | — | (F1) Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024. |
| 2 | Common | Common Stock | 2026-07-02 | S | D | 2,000 | $97.03 | 17,738 | I by Trust | — | — | (F2) These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. (F3) This transaction was executed in multiple trades at prices ranging from $97.00 to $97.045. 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 | 2026-07-06 | S | D | 2,000 | $100.01 | 15,738 | I by Trust | — | — | (F2) These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026. (F4) This transaction was executed in multiple trades at prices ranging from $100.00 to $100.02. 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 affected. |