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Form 4 · Statement of Changes in Beneficial Ownership · Filed 2026-03-24

Ellis Stephen A Files Charles Schwab (SCHW) Form 4 - March 24, 2026

Ellis Stephen A bought 9.8K SCHW shares worth $281.7K in this Form 4 filing, reported to the SEC on 2026-03-24.

Insider
Ellis Stephen A
Issuer
Charles Schwab Corporation SCHW · NYSE
Filed
Period
2026-03-24
Accession
0001561563-26-000008

Transactions (2)

Insider Date Type Shares Price Value Own
Ellis Stephen A 2026-03-24 Buy 1.9K $28.38 $53.9K Direct
Ellis Stephen A 2026-03-24 Buy 7.9K $28.96 $227.8K Direct
Net change+9.8K+$281.7K

About Charles Schwab Corporation

Charles Schwab Corporation operates as a financial services company, catering to individual investors, investment advisors, and institutions. Primarily, the company provides brokerage services, banking products, and related financial advisory services to its clients. It is well-known for its innovative approach to investment services, having pioneered discount brokerage in the 1970s. Today, Charles Schwab offers a comprehensive range of services, including wealth management, securities brokerage, banking, asset management, and financial advisory. The corporation holds a strong presence in automated investment management solutions, reflected in its offerings of robo-advisory services. With a robust client network across multiple financial sectors, Charles Schwab plays a significant role in democratizing investment access, allowing clients to manage finances through both physical branches and digital platforms. Established in 1971 and headquartered in Westlake, Texas, the corporation continues to influence the financial landscape with extensive research, financial planning tools, and client-centric services, standing as a pillar in the brokerage and banking industries.

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