| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Bettinger Walter W | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 31 Jul 2025 | 0001296479 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $17,186,391 | -173,876 | -23% | $98.84 | 590,734 | 29 Jul 2025 | by Family Trust | F1 |
| holding | SCHW | Common Stock | 4,073 | 29 Jul 2025 | by ESPP | ||||||
| holding | SCHW | Common Stock | 6,607 | 29 Jul 2025 | by ESOP | ||||||
| holding | SCHW | Common Stock | 2,373 | 29 Jul 2025 | by Spouse | F2 | |||||
| holding | SCHW | Common Stock | 176 | 29 Jul 2025 | by Spouse, as Trustee | F3 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $98.38 to $99.37. 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 a transfer of shares to a trust and includes 7.3263 shares acquired through dividend reinvestment. |
| F3 | Reflects a transfer of shares to a trust and includes .5438 shares acquired through dividend reinvestment. |