| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 11 Aug 2025 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $2,181,611 | -22,721 | -0.04% | $96.02 | 56,737,602 | 07 Aug 2025 | by Trust | F1, F2 |
| transaction | SCHW | Common Stock | Sale | $2,767,934 | -28,653 | -0.05% | $96.60 | 56,708,949 | 08 Aug 2025 | by Trust | F3 |
| transaction | SCHW | Common Stock | Sale | $10,120,146 | -104,500 | -0.18% | $96.84 | 56,604,449 | 08 Aug 2025 | by Trust | F4 |
| holding | SCHW | Common Stock | 9,509,797 | 07 Aug 2025 | by Spouse as Trustee | F2 | |||||
| holding | SCHW | Common Stock | 30,641,981 | 07 Aug 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 07 Aug 2025 | by 188 Corp |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $96.00 to $96.05. 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. |
| F3 | This transaction was executed in multiple trades at prices ranging from $96.51 to $96.70. 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. |
| F4 | This transaction was executed in multiple trades at prices ranging from $96.59 to $96.99. 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. |