| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 27 May 2025 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $3,026,343 | -34,585 | -0.06% | $87.50 | 57,569,203 | 22 May 2025 | by Trust | F1, F2 |
| holding | SCHW | Common Stock | 8,741,417 | 22 May 2025 | by Spouse as Trustee | F2 | |||||
| holding | SCHW | Common Stock | 30,641,981 | 22 May 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 22 May 2025 | by 188 Corp |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $87.40 to $87.63. 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. |
| F2 | Reflects transfers of shares between trusts. |