| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 06 May 2025 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -75,000 | -0.13% | $0.000000 | 59,270,853 | 05 May 2025 | by Trust | |
| transaction | SCHW | Common Stock | Gift | $0 | -80,000 | -0.13% | $0.000000 | 59,190,853 | 06 May 2025 | by Trust | |
| holding | SCHW | Common Stock | 30,641,981 | 05 May 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 05 May 2025 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,422,852 | 05 May 2025 | by Spouse as Trustee |