| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 14 Nov 2025 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -52,500 | -0.09% | $0.000000 | 56,119,454 | 12 Nov 2025 | by Trust | |
| holding | SCHW | Common Stock | 30,641,981 | 12 Nov 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 12 Nov 2025 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 9,509,797 | 12 Nov 2025 | by Spouse as Trustee |