0002028977-24-000005.txt : 20240703 0002028977-24-000005.hdr.sgml : 20240703 20240703144814 ACCESSION NUMBER: 0002028977-24-000005 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240701 FILED AS OF DATE: 20240703 DATE AS OF CHANGE: 20240703 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Beatty Jonathan S CENTRAL INDEX KEY: 0002028977 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-09700 FILM NUMBER: 241099662 MAIL ADDRESS: STREET 1: 3000 SCHWAB WAY CITY: WESTLAKE STATE: TX ZIP: 76262 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_1720032487.xml FORM 4 X0508 4 2024-07-01 0 0000316709 SCHWAB CHARLES CORP SCHW 0002028977 Beatty Jonathan S 3000 SCHWAB WAY WESTLAKE TX 76262 0 1 0 0 MD, Head of Advisor Services 0 Common Stock 2024-07-01 4 A 0 11191 0 A 36981 D Common Stock 18069 I by Trust The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest in four equal annual installments beginning on the first anniversary of the grant date. /s/ P. Blake Allen, Attorney-in-fact 2024-07-03