| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Schwab-Pomerantz Carolyn | Director | 3000 SCHWAB WAY, WESTLAKE | /s/ P. Blake Allen, Attorney-in-fact | 2025-11-13 | 0001950787 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -298 | -0.02% | $0.00 | 1.43M | Nov 10, 2025 | by Trust | |
| holding | SCHW | Common Stock | 9.62K | Nov 10, 2025 | Direct | ||||||
| holding | SCHW | Common Stock | 2.8K | Nov 10, 2025 | by LLC | ||||||
| holding | SCHW | Common Stock | 441K | Nov 10, 2025 | by Spouse as Trustee |