| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 14 May 2025 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $10,247,244 | -120,000 | -0.2% | $85.39 | 59,002,353 | 12 May 2025 | by Trust | F1 |
| transaction | SCHW | Common Stock | Gift | $0 | -80,000 | -0.14% | $0.000000 | 58,922,353 | 13 May 2025 | by Trust | |
| holding | SCHW | Common Stock | 30,641,981 | 12 May 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 12 May 2025 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,422,852 | 12 May 2025 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $85.23 to $85.68. 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 number of shares and prices at which the transaction was effected. |