| Ticker | Owner | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|---|
| SCHW | Schwab Charles R. | Co-Chairman | May 19 '26 | Sale | 92.22 | 27,500 | 2,536,127 | 30,209,768 | May 20 |
| SCHW | Schwab Charles R. | Co-Chairman | May 18 '26 | Sale | 92.40 | 27,500 | 2,541,008 | 30,237,268 | May 18 |
| SCHW | Schwab Charles R. | Co-Chairman | May 06 '26 | Sale | 92.01 | 109,300 | 10,057,043 | 30,264,768 | May 06 |
| SCHW | Schwab Charles R. | Co-Chairman | May 04 '26 | Sale | 91.50 | 109,300 | 10,001,420 | 30,374,068 | May 06 |
| SCHW | Schwab Charles R. | Co-Chairman | May 01 '26 | Sale | 91.86 | 55,000 | 5,052,174 | 54,389,641 | May 01 |
| SCHW | Schwab Charles R. | Co-Chairman | Apr 30 '26 | Sale | 91.81 | 50,000 | 4,590,410 | 54,444,641 | May 01 |
| SCHW | Schwab Charles R. | Co-Chairman | Apr 29 '26 | Sale | 90.49 | 63,743 | 5,768,232 | 55,609,641 | May 01 |
| SCHW | Schwab Charles R. | Co-Chairman | Apr 27 '26 | Sale | 90.00 | 36,450 | 3,280,562 | 55,673,384 | Apr 27 |
| SCHW | Schwab Charles R. | Co-Chairman | Apr 23 '26 | Sale | 90.50 | 36,450 | 3,298,769 | 55,709,834 | Apr 27 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 10 '26 | Sale | 105.58 | 32,413 | 3,422,080 | 30,483,368 | Feb 11 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 09 '26 | Sale | 106.55 | 126,200 | 13,446,547 | 30,515,781 | Feb 11 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 04 '26 | Sale | 103.81 | 67,975 | 7,056,424 | 55,782,729 | Feb 05 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 03 '26 | Sale | 103.74 | 96,625 | 10,023,530 | 55,850,704 | Feb 05 |
| SCHW | Schwab Charles R. | Co-Chairman | Jan 29 '26 | Sale | 103.16 | 145,650 | 15,025,968 | 55,947,329 | Feb 02 |
| SCHW | Schwab Charles R. | Co-Chairman | Jan 28 '26 | Sale | 103.21 | 71,437 | 7,372,781 | 56,092,979 | Jan 28 |
| SCHW | Schwab Charles R. | Co-Chairman | Jan 28 '26 | Option Exercise | 26.39 | 44,962 | 1,186,547 | 0 | Jan 28 |
| SCHW | Schwab Charles R. | Co-Chairman | Jan 26 '26 | Option Exercise | 26.39 | 134,895 | 3,559,879 | 44,962 | Jan 28 |
| SCHW | Schwab Charles R. | Co-Chairman | Jan 26 '26 | Sale | 103.09 | 134,895 | 13,905,840 | 56,119,454 | Jan 28 |
| SCHW | Schwab Charles R. | Co-Chairman | Oct 29 '25 | Sale | 94.52 | 44,750 | 4,229,815 | 56,171,954 | Oct 30 |
| SCHW | Schwab Charles R. | Co-Chairman | Oct 28 '25 | Sale | 94.00 | 64,400 | 6,053,909 | 56,216,704 | Oct 30 |
| SCHW | Schwab Charles R. | Co-Chairman | Aug 27 '25 | Sale | 97.04 | 136,500 | 13,246,506 | 56,331,449 | Aug 28 |
| SCHW | Schwab Charles R. | Co-Chairman | Aug 26 '25 | Sale | 96.67 | 136,500 | 13,194,909 | 56,467,949 | Aug 28 |
| SCHW | Schwab Charles R. | Co-Chairman | Aug 08 '25 | Sale | 96.79 | 133,153 | 12,888,080 | 56,604,449 | Aug 11 |
| SCHW | Schwab Charles R. | Co-Chairman | Aug 07 '25 | Sale | 96.02 | 22,721 | 2,181,611 | 56,737,602 | Aug 11 |
| SCHW | Schwab Charles R. | Co-Chairman | May 22 '25 | Sale | 87.50 | 34,585 | 3,026,343 | 57,569,203 | May 27 |
| SCHW | Schwab Charles R. | Co-Chairman | May 12 '25 | Sale | 85.39 | 120,000 | 10,247,244 | 59,002,353 | May 14 |
| SCHW | Schwab Charles R. | Co-Chairman | Apr 28 '25 | Sale | 79.55 | 37,585 | 2,989,800 | 59,970,853 | Apr 29 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 27 '25 | Sale | 79.14 | 55,598 | 4,399,953 | 59,968,250 | Mar 03 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 21 '25 | Sale | 81.90 | 124,000 | 10,156,080 | 60,161,358 | Feb 25 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 19 '25 | Sale | 81.96 | 124,000 | 10,163,449 | 60,285,358 | Feb 19 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 18 '25 | Sale | 81.40 | 5,865 | 477,420 | 60,409,358 | Feb 19 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 13 '25 | Sale | 81.24 | 125,000 | 10,154,387 | 60,415,223 | Feb 14 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 12 '25 | Option Exercise | 30.17 | 180,506 | 5,445,866 | 0 | Feb 14 |
| SCHW | Schwab Charles R. | Co-Chairman | Feb 12 '25 | Sale | 82.09 | 180,506 | 14,816,907 | 60,540,223 | Feb 14 |
| SCHW | Schwab Charles R. | Co-Chairman | Oct 21 '24 | Sale | 70.90 | 17,225 | 1,221,333 | 60,602,146 | Oct 22 |
| SCHW | Schwab Charles R. | Co-Chairman | Oct 16 '24 | Sale | 72.52 | 62,345 | 4,521,484 | 60,619,371 | Oct 17 |
| SCHW | Schwab Charles R. | Co-Chairman | Oct 16 '24 | Option Exercise | 28.44 | 62,345 | 1,773,092 | 0 | Oct 17 |
| SCHW | Schwab Charles R. | Co-Chairman | Jul 31 '24 | Sale | 65.11 | 67,386 | 4,387,597 | 60,619,371 | Aug 02 |
| SCHW | Schwab Charles R. | Co-Chairman | Jul 31 '24 | Option Exercise | 27.45 | 67,386 | 1,849,746 | 0 | Aug 02 |