| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Beatty Jonathan S | MD, Head of Advisor Services | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 02 Jul 2025 | 0002028977 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Tax liability | -$93.9K | -1.04K | -2.33% | $90.74 | 43.3K | 01 Jul 2025 | Direct | F1 |
| holding | SCHW | Common Stock | 15.2K | 01 Jul 2025 | by Trust |
| Id | Content |
|---|---|
| F1 | Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person on July 1, 2024. |