0001792910-24-000004.txt : 20240418 0001792910-24-000004.hdr.sgml : 20240418 20240418210817 ACCESSION NUMBER: 0001792910-24-000004 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240416 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Morgan Peter J. III CENTRAL INDEX KEY: 0001792910 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-09700 FILM NUMBER: 24855403 MAIL ADDRESS: STREET 1: 211 MAIN STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER NAME: FORMER CONFORMED NAME: Morgan Peter J. DATE OF NAME CHANGE: 20191031 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: SCHWAB CHARLES CORP CENTRAL INDEX KEY: 0000316709 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] ORGANIZATION NAME: 02 Finance IRS NUMBER: 943025021 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 3000 SCHWAB WAY CITY: WESTLAKE STATE: TX ZIP: 76262 BUSINESS PHONE: 817-859-5000 MAIL ADDRESS: STREET 1: 3000 SCHWAB WAY CITY: WESTLAKE STATE: TX ZIP: 76262 4 1 wk-form4_1713488889.xml FORM 4 X0508 4 2024-04-16 0 0000316709 SCHWAB CHARLES CORP SCHW 0001792910 Morgan Peter J. III 3000 SCHWAB WAY WESTLAKE TX 76262 0 1 0 0 General Counsel 0 Common Stock 2024-04-16 4 S 0 24520 72.2329 D 0 D Common Stock 148.271 I by ESOP The transaction was executed in multiple trades at prices ranging from $72.14 to $72.33. 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 transfer of shares and prices at which the transaction was effected. This information is based on a plan statement as of March 31, 2024. /s/ P. Blake Allen, Attorney-in-fact 2024-04-18