| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Bettinger Walter W | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 10 Feb 2026 | 0001296479 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $2,902,427 | +67,514 | +13% | $42.99 | 596,860 | 06 Feb 2026 | by Family Trust | |
| transaction | SCHW | Common Stock | Sale | $7,038,476 | -67,514 | -11% | $104.25 | 529,346 | 06 Feb 2026 | by Family Trust | F1 |
| holding | SCHW | Common Stock | 4,332 | 06 Feb 2026 | by ESPP | ||||||
| holding | SCHW | Common Stock | 6,684 | 06 Feb 2026 | by ESOP | ||||||
| holding | SCHW | Common Stock | 2,387 | 06 Feb 2026 | by Spouse | ||||||
| holding | SCHW | Common Stock | 176 | 06 Feb 2026 | by Spouse, as Trustee |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | $0 | -67,514 | -100% | $0.000000 | 0 | 06 Feb 2026 | Common Stock | 67,514 | $42.99 | Direct | F2 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $104.25 to $104.315. 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 | The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |