| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 2025-11-14 | 0000923738 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -52.5K | -0.09% | $0.00 | 56.1M | Nov 12, 2025 | by Trust | |
| holding | SCHW | Common Stock | 30.6M | Nov 12, 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44K | Nov 12, 2025 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 9.51M | Nov 12, 2025 | by Spouse as Trustee |