Compensation award — excluded from discretionary-purchase analysis.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Jan 2, 2026
Reporting period
Not applicable
Filed with the SEC
Jan 6, 2026
DirectorGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
Footnote references dividend reinvestment
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001561563-26-000003
Filed / recorded
Jan 6, 2026, 10:26 PM UTC
Added to OQRO
Oct 2, 2026, 12:27 PM UTC
Parser
form4-xml-v1
Data quality
Verified: identifiers matched exactly
Issuer
SCHWAB CHARLES CORP
Issuer CIK
316709
Ticker
SCHW
Reporting person
Stephen A Ellis
Relationship
Director
Security
Restricted Stock Units
Table
Derivative (Table II)
Transaction date
Jan 2, 2026
Transaction code
A
Shares / units
357
Acquired / disposed
Acquired (A)
Shares owned after
12,417.76
Ownership form
Direct
Amendment
No
Footnotes from the filing
Each restricted stock unit ("RSU") represents a right to receive one share of company stock.
The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.
The RSUs were received in lieu of cash compensation otherwise payable as director fees.
The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.
Includes 35.34 RSUs acquired through dividend reinvestment in November 2025.
