| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Craig Jonathan M. | MD, Head of Investor Services | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 10 Nov 2025 | 0001733065 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $1,477,192 | +35,188 | $41.98 | 0 | 07 Nov 2025 | Direct | F1 | |
| transaction | SCHW | Common Stock | Sale | $3,355,028 | -35,188 | -100% | $95.35 | 0 | 07 Nov 2025 | by Trust | F1, F2 |
| 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 | -35,188 | -100% | $0.000000 | 0 | 07 Nov 2025 | Common Stock | 35,188 | $41.98 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Reflects the contribution of shares received upon exercise of the option to a revocable trust. |
| F2 | The transaction was executed in multiple trades at prices ranging from $95.235 to $95.45. 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 transfer of shares and prices at which the transaction was effected. |
| F3 | The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. |