| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Craig Jonathan M. | MD, Head of Investor Services | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 2025-05-22 | 0001733065 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $1.99M | +47.5K | $41.98 | 0 | May 21, 2025 | Direct | F1 | |
| transaction | SCHW | Common Stock | Sale | -$4.2M | -47.5K | -100% | $88.46 | 0 | May 21, 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 | -47.5K | -57.44% | $0.00 | 35.2K | May 21, 2025 | Common Stock | 47.5K | $41.98 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| F2 | The transaction was executed in multiple trades at prices ranging from $88.24 to $88.61. 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 vests in four equal annual installments beginning on the first anniversary of the grant date. |