| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Murtagh Nigel J | Chief Risk Officer | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 03 Mar 2026 | 0001649599 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Award | $0 | +16,312 | +28% | $0.000000 | 74,284 | 01 Mar 2026 | Direct | F1 |
| transaction | SCHW | Common Stock | Tax liability | $868,133 | -9,109 | -12% | $95.30 | 65,175 | 01 Mar 2026 | Direct | F2 |
| holding | SCHW | Common Stock | 2,374 | 01 Mar 2026 | 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) | Award | $0 | +30,377 | $0.000000 | 30,377 | 02 Mar 2026 | Common Stock | 30,377 | $95.49 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2022 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2025. |
| F2 | The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. |
| F3 | The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |