| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Murtagh Nigel J | Chief Risk Officer | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 31 Jul 2025 | 0001649599 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $1,011,550 | +24,096 | +41% | $41.98 | 83,095 | 29 Jul 2025 | Direct | |
| transaction | SCHW | Common Stock | Sale | $2,359,290 | -24,096 | -29% | $97.91 | 58,999 | 29 Jul 2025 | Direct | F1 |
| holding | SCHW | Common Stock | 2,374 | 29 Jul 2025 | by ESPP |
| 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 | -24,096 | -100% | $0.000000 | 0 | 29 Jul 2025 | Common Stock | 24,096 | $41.98 | Direct | F2 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $97.805 to $98.02. 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. |