| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| HERRINGER FRANK C | Director | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 03 Jul 2025 | 0001171694 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Restricted Stock Units | Award | +227 | +0.15% | 149K | 01 Jul 2025 | Common Stock | 227 | Direct | F1, F2, F3, F4, F5 | |||
| transaction | SCHW | Nonqualified Stock Option (right to buy) | Award | +909 | 909 | 01 Jul 2025 | Common Stock | 909 | $91.17 | Direct | F6, F7 |
| Id | Content |
|---|---|
| F1 | Each restricted stock unit ("RSU") represents a right to receive one share of company stock. |
| F2 | The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan. |
| F3 | The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors. |
| F4 | The RSUs were received in lieu of cash compensation otherwise payable as director fees. |
| F5 | Includes 460.34 RSUs acquired through dividend reinvestment. |
| F6 | The option was received pursuant to the Plan and vests immediately |
| F7 | The option was received in lieu of cash compensation otherwise payable as director fees. |