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| Ticker | Owner | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|---|
| SCHW | Craig Jonathan M. | MD, Head of Retail Investing | Jul 07 '26 | Option Exercise | 46.81 | 21,750 | 1,018,118 | 0 | Jul 09 |
| SCHW | Craig Jonathan M. | MD, Head of Retail Investing | Jul 07 '26 | Sale | 102.01 | 21,750 | 2,218,722 | 0 | Jul 09 |
| SCHW | Craig Jonathan M. | MD, Head of Retail Investing | Apr 14 '26 | Option Exercise | 46.81 | 21,750 | 1,018,118 | 0 | Apr 15 |
| SCHW | Craig Jonathan M. | MD, Head of Retail Investing | Apr 14 '26 | Sale | 99.00 | 21,750 | 2,153,326 | 0 | Apr 15 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | Mar 03 '26 | Sale | 94.60 | 14,481 | 1,369,897 | 0 | Mar 05 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | Nov 07 '25 | Option Exercise | 41.98 | 35,188 | 1,477,192 | 0 | Nov 10 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | Nov 07 '25 | Sale | 95.35 | 35,188 | 3,355,028 | 0 | Nov 10 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | May 21 '25 | Option Exercise | 41.98 | 47,500 | 1,994,050 | 0 | May 22 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | May 21 '25 | Sale | 88.46 | 47,500 | 4,201,636 | 0 | May 22 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | May 01 '25 | Sale | 82.00 | 9,559 | 783,853 | 0 | May 02 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | May 01 '25 | Option Exercise | 42.99 | 9,559 | 410,941 | 0 | May 02 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | Mar 06 '25 | Sale | 75.59 | 23,258 | 1,757,986 | 0 | Mar 10 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | Mar 03 '25 | Sale | 79.32 | 28,668 | 2,273,972 | 23,258 | Mar 04 |
| SCHW | Craig Jonathan M. | MD, Head of Investor Services | Mar 03 '25 | Option Exercise | 42.99 | 28,668 | 1,232,437 | 0 | Mar 04 |