| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 24 Oct 2025 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -18.6K | -0.03% | $0.00 | 56.3M | 23 Oct 2025 | by Trust | |
| transaction | SCHW | Common Stock | Gift | $0 | -31.8K | -0.06% | $0.00 | 56.3M | 24 Oct 2025 | by Trust | |
| holding | SCHW | Common Stock | 9.51M | 23 Oct 2025 | by Spouse as Trustee | ||||||
| holding | SCHW | Common Stock | 30.6M | 23 Oct 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44K | 23 Oct 2025 | by 188 Corp |