| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab-Pomerantz Carolyn | Director | 3000 SCHWAB WAY, WESTLAKE | /s/ Jeffrey E. Salvesen, Attorney-in-Fact | 2025-05-19 | 0001950787 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | -$958K | -10.8K | -0.71% | $88.74 | 1.52M | May 16, 2025 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | -$640K | -7.22K | -1.45% | $88.73 | 489K | May 16, 2025 | by Spouse as Trustee | F2 |
| holding | SCHW | Common Stock | 8.16K | May 16, 2025 | Direct | ||||||
| holding | SCHW | Common Stock | 2.8K | May 16, 2025 | by LLC |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $88.685 to $88.80. 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 number of shares and prices at which the transaction was effected. |
| F2 | This transaction was executed in multiple trades at prices ranging from $88.685 to $88.77. 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 number of shares and prices at which the transaction was effected. |