SCHW · Schwab Charles Corp · Insider Trading

Reflects the contribution of the shares received upon exercise of the option to a trust.

The option was received in lieu of cash compensation otherwise payable as director fees.

The option was received pursuant to the Directors' Compensation Plan II and vested immediately.

Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

The RSUs were received in lieu of cash compensation otherwise payable as director fees.

The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors.

Includes 23.85 RSUs acquired through dividend reinvestment.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026.

This transaction was executed in multiple trades at prices ranging from $97.275 to $98.23. 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 affected.

Reflects the contribution of the shares received upon exercise of the option to a trust.

Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

The RSUs were received in lieu of cash compensation otherwise payable as director fees.

The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

Includes 38.29 RSUs acquired through dividend reinvestment.

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

The RSUs were received in lieu of cash compensation otherwise payable as director fees.

The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

Includes 440.52 RSUs acquired through dividend reinvestment.

Reflects the contribution of shares received upon exercise of the option to a trust.

The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2026.

This transaction was executed in multiple trades at prices ranging from $108.51 to $109.50. 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 affected.

Reflects the contribution of the shares received upon exercise of the option to a trust.

Reflects the contribution of the shares received upon exercise of the option to a trust.

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Reflects the contribution of the shares received upon exercise of the option to a trust.

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on May 29, 2026.

This transaction was executed in multiple trades at prices ranging from $107.805 to $108.725. 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 affected.

Reflects the contribution of the shares received upon exercise of the option to a trust.

This transaction was executed in multiple trades at prices ranging from $110.90 to $110.98. 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 affected.

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

This transaction was executed in multiple trades at prices ranging from $109.22 to $109.36. 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 affected.

This transaction was executed in multiple trades at prices ranging from $112.77 to $113.65. 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 affected.

This transaction was executed in multiple trades at prices ranging from $113.345 to $113.615. 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.

Reflects the transfer of 81,014 shares from direct holding to a revocable trust.

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Reflects the transfer of 81,014 shares from direct holding to a revocable trust.

This transaction was executed in multiple trades at prices ranging from $111.19 to $111.405. 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 affected.

Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025.

The transaction was executed in multiple trades at prices ranging from $111.025 to $111.03. 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 affected.

Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-l trading plan adopted by the reporting person on November 25, 2025.

This transaction was executed in multiple trades at prices ranging from $108.02 to $108.35. 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 affected.

This transaction was executed in multiple trades at prices ranging from $107.79 to $107.825. 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 affected.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025.

This transaction was executed in multiple trades at prices ranging from $109.00 to $109.04. 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.

This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant.

This transaction was executed in multiple trades at prices ranging from $107.07 to $107.205. 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 affected.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 25, 2025.

This transaction was executed in multiple trades at prices ranging from $109.00 to $109.0450. 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.

This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on the first anniversary of the grant.

Reflects resignation of Mr. Schwab as Trustee of two trusts established for the benefit of his relatives.

The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 11, 2025.

The transaction was executed in multiple trades at prices ranging from $107.005 to $107.06. 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.

Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Reflects the contribution of the shares received upon exercise of the option to a revocable trust.

This transaction was executed in multiple trades at prices ranging from $107.53 to $107.87. 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 affected.

This transaction was executed in multiple trades at prices ranging from $105.55 to $106.35. 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 affected.

This transaction was executed in multiple trades at prices ranging from $106.22 to $106.46. 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 affected.

This transaction was executed in multiple trades at prices ranging from $105.05 to $105.97. 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 affected.

Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person.

This transaction was executed in multiple trades at prices ranging from $105.315 to $106.13. 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.