| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Woolway Paul V | MD, Chief Banking Officer | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-Fact | 05 Aug 2025 | 0002031313 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | SCHW | Common Stock | 25.2K | 24 Mar 2025 | Direct | F1 | |||||
| holding | SCHW | Common Stock | 57.8K | 24 Mar 2025 | by Trust | F1 | |||||
| holding | SCHW | Common Stock | 7.2K | 24 Mar 2025 | by ESPP | F1 | |||||
| holding | SCHW | Common Stock | 1.14K | 24 Mar 2025 | by Son 1 | F1 | |||||
| holding | SCHW | Common Stock | 1.14K | 24 Mar 2025 | by Son 2 | F1 |
| Id | Content |
|---|---|
| F1 | On March 27, 2025, the reporting person filed a Form 4 reporting that, following certain transactions, he held 33,767 shares directly and 49,204.1078 through a trust. 8,614 shares reported as being held directly were actually held through a trust so the reporting person should have been reflected as having held 25,153 shares directly and 57,818.1078 through a trust. The original Form 4 also inadvertently excluded other indirect holdings. |