| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Murtagh Nigel J | Chief Risk Officer | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 30 May 2025 | 0001649599 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $1,049,500 | +25,000 | +42% | $41.98 | 83,999 | 28 May 2025 | Direct | F1 |
| transaction | SCHW | Common Stock | Sale | $2,205,105 | -25,000 | -30% | $88.20 | 58,999 | 28 May 2025 | Direct | F1, F2 |
| holding | SCHW | Common Stock | 2,374 | 28 May 2025 | by ESPP | F3 |
| 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 | -25,000 | -51% | $0.000000 | 24,096 | 28 May 2025 | Common Stock | 25,000 | $41.98 | Direct | F4 |
| Id | Content |
|---|---|
| F1 | Includes 6.1465 shares acquired through dividend reinvestment. |
| F2 | This transaction was executed in multiple trades at prices ranging from $88.1 to $88.365. 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. |
| F3 | Includes 2,374 shares purchased under the ESPP on April 30, 2025. |
| F4 | 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. |