| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 30 Oct 2025 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | -$6.05M | -64.4K | -0.11% | $94.00 | 56.2M | 28 Oct 2025 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | -$4.23M | -44.8K | -0.08% | $94.52 | 56.2M | 29 Oct 2025 | by Trust | F2 |
| holding | SCHW | Common Stock | 9.51M | 28 Oct 2025 | by Spouse as Trustee | ||||||
| holding | SCHW | Common Stock | 30.6M | 28 Oct 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44K | 28 Oct 2025 | by 188 Corp |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $94.00 to $94.02. 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 | This transaction was executed in multiple trades at prices ranging from $94.19 to $94.77. 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. |