Insider Trading disclosures for Charles Schwab

The latest disclosure was made by Charles R. Schwab in Charles Schwab where a trade of 36,450 Common Stock done at an average price of $90.5 was reported to US exchanges on April 23, 2026.

Insider trading is the trading of a company’s securities by individuals with access to confidential or material non-public information about the company. A company is required to report trading by corporate officers, directors, or other company members with significant access to privileged information to the Securities and Exchange Commission (SEC).

Client Name	Client Category	Action	Reported to Exchange	Quantity	Post Transaction Holding	Traded %	Avg. Price	Value	Security Type
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 90.50 per share.	23 Apr 2026	36,450	55,709,834 (4%)	0%	90.5	3,298,769	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 90.00 per share.	23 Apr 2026	36,450	55,673,384 (4%)	0%	90.0	3,280,562	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	14 Apr 2026	41,297	0	-		-	Nonqualified Stock Option (right to buy)
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 99.00 per share.	14 Apr 2026	41,297	57,972 (0%)	0%	99.0	4,088,523	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 52.05 per share.	14 Apr 2026	41,297	99,269 (0%)	0%	52.1	2,149,509	Common Stock
Jonathan M. Craig	MD, Head of Retail Investing	Exercise or conversion of derivative security received from the company (such as an option) at price $ 46.81 per share.	14 Apr 2026	21,750	0 (0%)	0%	46.8	1,018,118	Common Stock
Jonathan M. Craig	MD, Head of Retail Investing	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	14 Apr 2026	21,750	65,366	-		-	Nonqualified Stock Option (right to buy)
Jonathan M. Craig	MD, Head of Retail Investing	Sale of securities on an exchange or to another person at price $ 99.00 per share.	14 Apr 2026	21,750	0 (0%)	0%	99.0	2,153,326	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 52.05 per share.	14 Apr 2026	7,941	25,153 (0%)	0%	52.0	413,329	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 98.00 per share.	14 Apr 2026	7,942	29,866 (0%)	0%	98.0	778,342	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 52.05 per share.	14 Apr 2026	7,942	25,153 (0%)	0%	52.0	413,381	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	14 Apr 2026	7,941	0	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	14 Apr 2026	7,942	7,941	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 100.00 per share.	14 Apr 2026	7,941	29,866 (0%)	0%	100.0	794,137	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2026	474	151,757	-		-	Restricted Stock Units
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2026	393	12,851	-		-	Restricted Stock Units
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2026	434	7,823	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2026	1,286	1,286	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.38 per share.	24 Mar 2026	1,899	6,660 (0%)	0%	28.4	53,894	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	24 Mar 2026	7,866	0	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	24 Mar 2026	1,899	0	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.96 per share.	24 Mar 2026	7,866	6,660 (0%)	0%	29.0	227,799	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 94.43 per share.	03 Mar 2026	4,463	60,712 (0%)	0%	94.4	421,429	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 94.90 per share.	03 Mar 2026	2,740	57,972 (0%)	0%	94.9	260,024	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Sale of securities on an exchange or to another person at price $ 94.89 per share.	03 Mar 2026	5,449	0 (0%)	0%	94.9	517,079	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Sale of securities on an exchange or to another person at price $ 94.42 per share.	03 Mar 2026	9,032	5,449 (0%)	0%	94.4	852,818	Common Stock
Michael D. Verdeschi	CFO	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Mar 2026	62,134	62,134	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Mar 2026	24,509	24,509	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Payment of exercise price or tax liability using portion of securities received from the company at price $ 95.30 per share.	01 Mar 2026	15,283	0 (0%)	0%	95.3	1,456,546	Common Stock
Charles R. Schwab	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	38,838	38,838 (0%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	72,489	72,489	-		-	Nonqualified Stock Option (right to buy)
Walter W. Bettinger	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	141,757	141,757 (0%)	0%		0	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	42,113	42,113	-		-	Nonqualified Stock Option (right to buy)
Walter W. Bettinger	Director, Co-Chairman	Payment of exercise price or tax liability using portion of securities received from the company at price $ 95.31 per share.	01 Mar 2026	60,743	81,014 (0%)	0%	95.3	5,789,112	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 95.30 per share.	01 Mar 2026	9,109	65,175 (0%)	0%	95.3	868,133	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	16,312	74,284 (0%)	0%		0	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	30,377	30,377	-		-	Nonqualified Stock Option (right to buy)
Jonathan M. Craig	MD, Head of Investor Services	Payment of exercise price or tax liability using portion of securities received from the company at price $ 95.30 per share.	01 Mar 2026	11,152	14,481 (0%)	0%	95.3	1,062,841	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	25,633	25,633 (0%)	0%		0	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	50,052	50,052	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	11,263	11,263 (0%)	0%		0	Common Stock
Peter J. Morgan	General Counsel	Payment of exercise price or tax liability using portion of securities received from the company at price $ 95.31 per share.	01 Mar 2026	4,311	6,952 (0%)	0%	95.3	410,860	Common Stock
Peter J. Morgan	General Counsel	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	21,057	21,057	-		-	Nonqualified Stock Option (right to buy)
Richard A. Wurster	Director, President & CEO	Payment of exercise price or tax liability using portion of securities received from the company at price $ 95.30 per share.	01 Mar 2026	22,879	196,450 (0%)	0%	95.3	2,180,483	Common Stock
Richard A. Wurster	Director, President & CEO	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	230,411	230,411	-		-	Nonqualified Stock Option (right to buy)
Richard A. Wurster	Director, President & CEO	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	62,140	219,329 (0%)	0%		0	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 94.41 per share.	01 Mar 2026	3,626	32,366 (0%)	0%	94.4	342,347	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 94.89 per share.	01 Mar 2026	2,500	29,866 (0%)	0%	94.9	237,226	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	01 Mar 2026	15,884	15,883	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 96.00 per share.	01 Mar 2026	7,942	35,992 (0%)	0%	96.0	762,442	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 94.23 per share.	01 Mar 2026	7,942	43,934 (0%)	0%	94.2	748,375	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 52.05 per share.	01 Mar 2026	15,884	25,153 (0%)	0%	52.0	826,762	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 90.30 per share.	01 Mar 2026	2,030	35,992 (0%)	0%	90.3	183,319	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	8,156	38,022 (0%)	0%		0	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2026	15,189	15,189	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 95.30 per share.	27 Feb 2026	2,030	19,738 (0%)	0%	95.3	193,454	Common Stock
Stephen A. Ellis	Director	Sale of securities on an exchange or to another person at price $ 96.57 per share.	26 Feb 2026	10,725	87,562 (0%)	0%	96.6	1,035,694	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	09 Feb 2026	60,000	55,722,729 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 105.58 per share.	09 Feb 2026	32,413	30,483,368 (2%)	0%	105.6	3,422,080	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 106.55 per share.	09 Feb 2026	126,200	30,515,781 (2%)	0%	106.5	13,446,547	Common Stock
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	06 Feb 2026	2,732	2,732	-		-	Nonqualified Stock Option (right to buy)
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	06 Feb 2026	4,703	0	-		-	Nonqualified Stock Option (right to buy)
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	06 Feb 2026	4,390	0	-		-	Nonqualified Stock Option (right to buy)
Christopher V. Dodds	Director	Sale of securities on an exchange or to another person at price $ 104.55 per share.	06 Feb 2026	11,825	449,406 (0%)	0%	104.6	1,236,314	Common Stock
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 73.00 per share.	06 Feb 2026	4,390	453,796 (0%)	0%	73	320,470	Common Stock
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 62.66 per share.	06 Feb 2026	4,703	458,499 (0%)	0%	62.7	294,690	Common Stock
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 51.97 per share.	06 Feb 2026	2,732	461,231 (0%)	0%	52.0	141,982	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 104.25 per share.	06 Feb 2026	67,514	529,346 (0%)	0%	104.3	7,038,476	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	06 Feb 2026	67,514	596,860 (0%)	0%	43.0	2,902,427	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	06 Feb 2026	67,514	0	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 103.81 per share.	03 Feb 2026	67,975	55,782,729 (4%)	0%	103.8	7,056,424	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 103.74 per share.	03 Feb 2026	96,625	55,850,704 (4%)	0%	103.7	10,023,530	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 104.25 per share.	03 Feb 2026	94,948	529,346 (0%)	0%	104.3	9,898,519	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	03 Feb 2026	94,948	624,294 (0%)	0%	43.0	4,081,815	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 104.24 per share.	03 Feb 2026	21,429	529,346 (0%)	0%	104.2	2,233,821	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	03 Feb 2026	162,462	691,808 (0%)	0%	43.0	6,984,241	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 103.85 per share.	03 Feb 2026	141,033	550,775 (0%)	0%	103.8	14,646,066	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	03 Feb 2026	94,948	67,514	-		-	Nonqualified Stock Option (right to buy)
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	03 Feb 2026	162,462	162,462	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 66.47 per share.	02 Feb 2026	7,595	7,595 (0%)	0%	66.5	504,840	Common Stock
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	02 Feb 2026	7,595	22,788	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Sale of securities on an exchange or to another person at price $ 104.38 per share.	02 Feb 2026	7,595	0 (0%)	0%	104.4	792,796	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 103.16 per share.	29 Jan 2026	145,650	55,947,329 (4%)	0%	103.2	15,025,968	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 103.20 per share.	26 Jan 2026	44,962	56,119,454 (4%)	0%	103.2	4,640,092	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 26.39 per share.	26 Jan 2026	134,895	0 (0%)	0%	26.4	3,559,879	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 103.09 per share.	26 Jan 2026	134,895	56,119,454 (4%)	0%	103.1	13,905,840	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 26.39 per share.	26 Jan 2026	44,962	0 (0%)	0%	26.4	1,186,547	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 103.22 per share.	26 Jan 2026	26,475	56,092,979 (4%)	0%	103.2	2,732,689	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	26 Jan 2026	44,962	0	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	26 Jan 2026	134,895	44,962	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 105.00 per share.	22 Jan 2026	2,000	21,768 (0%)	0%	105.0	210,003	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	22 Jan 2026	2,000	0	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 46.39 per share.	22 Jan 2026	2,000	33,495 (0%)	0%	46.4	92,780	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 105.18 per share.	22 Jan 2026	9,525	1,396,458 (0%)	0%	105.2	1,001,792	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 105.25 per share.	22 Jan 2026	19,050	1,415,508 (0%)	0%	105.2	2,004,961	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 105.19 per share.	22 Jan 2026	9,525	1,405,983 (0%)	0%	105.2	1,001,928	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 105.02 per share.	22 Jan 2026	4,765	436,149 (0%)	0%	105.0	500,400	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2026	431	150,782	-		-	Restricted Stock Units
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2026	357	12,417	-		-	Restricted Stock Units
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2026	394	7,365	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2026	1,317	1,317	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	23 Dec 2025	2,000	2,000	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 102.01 per share.	23 Dec 2025	2,000	11,923 (0%)	0%	102.0	204,022	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 46.39 per share.	23 Dec 2025	2,000	43,340 (0%)	0%	46.4	92,780	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	16 Dec 2025	1,922	0	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.98 per share.	16 Dec 2025	1,922	6,660 (0%)	0%	32.0	61,466	Common Stock
Charles A. Ruffel	Director	Gift of securities by or to the insider at price $ 0.00 per share.	19 Nov 2025	8,372	9,778 (0%)	0%		0	Common Stock
Paula A. Sneed	Director	Gift of securities by or to the insider at price $ 0.00 per share.	13 Nov 2025	8,680	96,974 (0%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	12 Nov 2025	52,500	56,119,454 (4%)	0%		0	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Gift of securities by or to the insider at price $ 0.00 per share.	12 Nov 2025	1,032	57,972 (0%)	0%		0	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	12 Nov 2025	3,072	4,000	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 98.00 per share.	12 Nov 2025	3,072	11,923 (0%)	0%	98	301,056	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 46.39 per share.	12 Nov 2025	3,072	43,340 (0%)	0%	46.4	142,510	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Gift of securities by or to the insider at price $ 0.00 per share.	10 Nov 2025	1,089	29,866 (0%)	0%		0	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Gift of securities by or to the insider at price $ 0.00 per share.	10 Nov 2025	398	1,536 (0%)	0%		0	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Gift of securities by or to the insider at price $ 0.00 per share.	10 Nov 2025	398	1,536 (0%)	0%		0	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	10 Nov 2025	61,388	529,346 (0%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Gift of securities by or to the insider at price $ 0.00 per share.	10 Nov 2025	298	1,434,558 (0%)	0%		0	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	07 Nov 2025	35,188	0	-		-	Nonqualified Stock Option (right to buy)
Jonathan M. Craig	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	07 Nov 2025	35,188	0 (0%)	0%	42.0	1,477,192	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Sale of securities on an exchange or to another person at price $ 95.35 per share.	07 Nov 2025	35,188	0 (0%)	0%	95.3	3,355,028	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Gift of securities by or to the insider at price $ 0.00 per share.	29 Oct 2025	3,822	30,955 (0%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 94.00 per share.	28 Oct 2025	64,400	56,216,704 (4%)	0%	94.0	6,053,909	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 94.52 per share.	28 Oct 2025	44,750	56,171,954 (4%)	0%	94.5	4,229,815	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	23 Oct 2025	18,595	56,312,854 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	23 Oct 2025	31,750	56,281,104 (4%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 92.55 per share.	02 Oct 2025	14,400	1,434,856 (0%)	0%	92.5	1,332,670	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 92.55 per share.	02 Oct 2025	9,600	440,914 (0%)	0%	92.6	888,523	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 93.04 per share.	01 Oct 2025	1,913	36,070 (0%)	0%	93.0	177,995	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 93.74 per share.	01 Oct 2025	1,292	34,778 (0%)	0%	93.7	121,116	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2025	921	921	-		-	Nonqualified Stock Option (right to buy)
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2025	224	149,911	-		-	Restricted Stock Units
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2025	366	12,025	-		-	Restricted Stock Units
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2025	407	6,950	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2025	1,340	1,340	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.55 per share.	23 Sep 2025	2,105	6,660 (0%)	0%	28.6	60,098	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	23 Sep 2025	2,105	0	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 96.64 per share.	04 Sep 2025	14,400	1,449,256 (0%)	0%	96.6	1,391,583	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 96.64 per share.	04 Sep 2025	9,600	450,514 (0%)	0%	96.6	927,717	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 95.20 per share.	02 Sep 2025	3,205	37,983 (0%)	0%	95.2	305,127	Common Stock
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 64.10 per share.	27 Aug 2025	47,813	50,016 (0%)	0%	64.1	3,064,813	Common Stock
Peter J. Morgan	General Counsel	Sale of securities on an exchange or to another person at price $ 97.00 per share.	27 Aug 2025	50,016	0 (0%)	0%	97.0	4,851,572	Common Stock
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 46.39 per share.	27 Aug 2025	2,203	2,203 (0%)	0%	46.4	102,197	Common Stock
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	27 Aug 2025	47,813	0	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	27 Aug 2025	2,203	0	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	27 Aug 2025	6,144	7,072	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 96.81 per share.	27 Aug 2025	6,144	11,923 (0%)	0%	96.8	594,809	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 46.39 per share.	27 Aug 2025	6,144	43,340 (0%)	0%	46.4	285,020	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 97.18 per share.	27 Aug 2025	3,296	11,923 (0%)	0%	97.2	320,305	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 96.67 per share.	26 Aug 2025	136,500	56,467,949 (4%)	0%	96.7	13,194,909	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 97.04 per share.	26 Aug 2025	136,500	56,331,449 (4%)	0%	97.0	13,246,506	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 96.06 per share.	25 Aug 2025	13,542	1,463,656 (0%)	0%	96.1	1,300,803	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 96.68 per share.	07 Aug 2025	14,000	1,477,598 (0%)	0%	96.7	1,353,519	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 97.20 per share.	07 Aug 2025	200	460,114 (0%)	0%	97.2	19,441	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 96.68 per share.	07 Aug 2025	9,400	460,314 (0%)	0%	96.7	908,809	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 97.22 per share.	07 Aug 2025	400	1,477,198 (0%)	0%	97.2	38,888	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 96.02 per share.	07 Aug 2025	22,721	56,737,602 (4%)	0%	96.0	2,181,611	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 96.84 per share.	07 Aug 2025	104,500	56,604,449 (4%)	0%	96.8	10,120,146	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 96.60 per share.	07 Aug 2025	28,653	56,708,949 (4%)	0%	96.6	2,767,934	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 96.06 per share.	01 Aug 2025	3,290	41,188 (0%)	0%	96.1	316,043	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 98.84 per share.	29 Jul 2025	173,876	590,734 (0%)	0%	98.8	17,186,391	Common Stock
Joan T. Dea	Director	Gift of securities by or to the insider at price $ 0.00 per share.	29 Jul 2025	513	27,673 (0%)	0%		0	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	29 Jul 2025	24,096	83,095 (0%)	0%	42.0	1,011,550	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 97.91 per share.	29 Jul 2025	24,096	58,999 (0%)	0%	97.9	2,359,290	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	29 Jul 2025	24,096	0	-		-	Nonqualified Stock Option (right to buy)
Richard A. Wurster	Director, President & CEO	Sale of securities on an exchange or to another person at price $ 99.16 per share.	29 Jul 2025	20,500	157,189 (0%)	0%	99.2	2,032,852	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 91.59 per share.	03 Jul 2025	9,600	469,714 (0%)	0%	91.6	879,250	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 91.59 per share.	03 Jul 2025	14,400	1,491,598 (0%)	0%	91.6	1,318,905	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Payment of exercise price or tax liability using portion of securities received from the company at price $ 90.74 per share.	01 Jul 2025	1,035	43,340 (0%)	0%	90.7	93,913	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 90.95 per share.	01 Jul 2025	3,290	35,864 (0%)	0%	90.9	299,220	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2025	227	149,266	-		-	Restricted Stock Units
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2025	909	909	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2025	371	11,626	-		-	Restricted Stock Units
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2025	412	6,525	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2025	1,322	1,322	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 33.12 per share.	24 Jun 2025	1,853	6,660 (0%)	0%	33.1	61,371	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	24 Jun 2025	1,853	0	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 46.81 per share.	18 Jun 2025	10,129	33,767 (0%)	0%	46.8	474,138	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Jun 2025	10,129	10,131	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 90.01 per share.	18 Jun 2025	10,129	39,154 (0%)	0%	90.0	911,684	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	18 Jun 2025	20,872	79,871 (0%)	0%	43.0	897,287	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Jun 2025	20,872	0	-		-	Nonqualified Stock Option (right to buy)
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 90.01 per share.	18 Jun 2025	20,872	58,999 (0%)	0%	90.0	1,878,666	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 87.25 per share.	05 Jun 2025	9,600	479,314 (0%)	0%	87.2	837,592	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 87.25 per share.	05 Jun 2025	14,400	1,505,998 (0%)	0%	87.2	1,256,364	Common Stock
Michael D. Verdeschi	CFO	Payment of exercise price or tax liability using portion of securities received from the company at price $ 87.54 per share.	03 Jun 2025	5,888	53,961 (0%)	0%	87.5	515,436	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 87.68 per share.	02 Jun 2025	3,290	39,154 (0%)	0%	87.7	288,452	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 87.57 per share.	30 May 2025	2,850	15,219 (0%)	0%	87.6	249,572	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 88.20 per share.	28 May 2025	25,000	58,999 (0%)	0%	88.2	2,205,105	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	28 May 2025	25,000	24,096	-		-	Nonqualified Stock Option (right to buy)
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	28 May 2025	25,000	83,999 (0%)	0%	42.0	1,049,500	Common Stock
Christopher V. Dodds	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Christopher V. Dodds	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	10,666 (0%)	0%		0	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	10,666 (0%)	0%		0	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Paula A. Sneed	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Paula A. Sneed	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	8,073 (0%)	0%		0	Common Stock
Paula A. Sneed	Director	Sale of securities on an exchange or to another person at price $ 88.06 per share.	27 May 2025	8,647	105,654 (0%)	0%	88.1	761,479	Common Stock
Arun Sarin	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	10,666 (0%)	0%		0	Common Stock
Arun Sarin	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Joan T. Dea	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	28,186 (0%)	0%		0	Common Stock
Joan T. Dea	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Todd M. Ricketts	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	379,767 (0%)	0%		0	Common Stock
Todd M. Ricketts	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	9,039 (0%)	0%		0	Common Stock
John K. Adams	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	48,666 (0%)	0%		0	Common Stock
John K. Adams	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	15,751 (0%)	0%		0	Common Stock
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Gerri K. Martin-Flickinger	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	5,767 (0%)	0%		0	Common Stock
Gerri K. Martin-Flickinger	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	18,110 (0%)	0%		0	Common Stock
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	1,462	9,624 (0%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 May 2025	3,646	3,646	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Sale of securities on an exchange or to another person at price $ 87.39 per share.	22 May 2025	10,176	0 (0%)	0%	87.4	889,295	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 87.50 per share.	22 May 2025	34,585	57,569,203 (4%)	0%	87.5	3,026,343	Common Stock
Charles A. Ruffel	Director	Sale of securities on an exchange or to another person at price $ 87.65 per share.	21 May 2025	5,556	16,593 (0%)	0%	87.7	486,986	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	21 May 2025	47,500	0 (0%)	0%	42.0	1,994,050	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Sale of securities on an exchange or to another person at price $ 88.46 per share.	21 May 2025	47,500	0 (0%)	0%	88.5	4,201,636	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	21 May 2025	47,500	35,188	-		-	Nonqualified Stock Option (right to buy)
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 89.00 per share.	19 May 2025	191,523	764,610 (0%)	0%	89.0	17,045,432	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 88.73 per share.	16 May 2025	7,215	488,914 (0%)	0%	88.7	640,190	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 88.74 per share.	16 May 2025	10,795	1,520,398 (0%)	0%	88.7	957,975	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	12 May 2025	80,000	58,922,353 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 85.39 per share.	12 May 2025	120,000	59,002,353 (4%)	0%	85.4	10,247,244	Common Stock
Richard A. Wurster	Director, President & CEO	Sale of securities on an exchange or to another person at price $ 84.08 per share.	09 May 2025	15,345	177,689 (0%)	0%	84.1	1,290,188	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	08 May 2025	25,000	83,993 (0%)	0%	43.0	1,074,750	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	08 May 2025	25,000	20,872	-		-	Nonqualified Stock Option (right to buy)
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 85.00 per share.	08 May 2025	25,000	58,993 (0%)	0%	85	2,125,000	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 85.00 per share.	08 May 2025	3,658	18,069 (0%)	0%	85	310,930	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 44.24 per share.	08 May 2025	3,658	44,375 (0%)	0%	44.2	161,830	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	08 May 2025	3,658	0	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 85.00 per share.	08 May 2025	8,613	42,444 (0%)	0%	85	732,105	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	08 May 2025	8,613	33,767 (0%)	0%	42.0	361,574	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	08 May 2025	8,613	0	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	07 May 2025	62,500	59,128,353 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	07 May 2025	6,000	59,122,353 (4%)	0%		0	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Gift of securities by or to the insider at price $ 0.00 per share.	06 May 2025	121	58,993 (0%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	05 May 2025	75,000	59,270,853 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	05 May 2025	80,000	59,190,853 (4%)	0%		0	Common Stock
Richard A. Wurster	Director, President & CEO	Gift of securities by or to the insider at price $ 0.00 per share.	05 May 2025	2,877	193,034 (0%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 81.14 per share.	01 May 2025	14,400	1,531,193 (0%)	0%	81.1	1,168,428	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 81.14 per share.	01 May 2025	9,600	496,129 (0%)	0%	81.1	778,973	Common Stock
Craig Jonathan M.	MD, Head of Investor Services	Sale of securities on an exchange or to another person at price $ 82.00 per share.	01 May 2025	9,559	0 (0%)	0%	82.0	783,853	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	01 May 2025	9,559	0	-		-	Nonqualified Stock Option (right to buy)
Craig Jonathan M.	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	01 May 2025	9,559	0 (0%)	0%	43.0	410,941	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	01 May 2025	8,614	33,767 (0%)	0%	42.0	361,616	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 81.15 per share.	01 May 2025	3,380	42,444 (0%)	0%	81.1	274,274	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	01 May 2025	8,614	8,613	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 82.00 per share.	01 May 2025	8,614	45,824 (0%)	0%	82.0	706,361	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	30 Apr 2025	625,000	59,345,853 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 79.55 per share.	28 Apr 2025	37,585	59,970,853 (4%)	0%	79.5	2,989,800	Common Stock
Carolyn Schwab-Pomerantz	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.37 per share.	22 Apr 2025	6,897	8,162 (0%)	0%	31.4	216,359	Common Stock
Carolyn Schwab-Pomerantz	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	22 Apr 2025	6,897	0	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 76.76 per share.	22 Apr 2025	6,897	1,545,593 (0%)	0%	76.8	529,448	Common Stock
Frank C. Herringer	Director	Sale of securities on an exchange or to another person at price $ 74.26 per share.	21 Apr 2025	3,592	172,162 (0%)	0%	74.3	266,731	Common Stock
Frank C. Herringer	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.21 per share.	21 Apr 2025	8,548	9,204 (0%)	0%	31.2	266,783	Common Stock
Frank C. Herringer	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	21 Apr 2025	8,548	0	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 74.89 per share.	03 Apr 2025	12,253	1,547,740 (0%)	0%	74.9	917,608	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 75.22 per share.	03 Apr 2025	1,250	505,729 (0%)	0%	75.2	94,019	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 74.90 per share.	03 Apr 2025	8,350	506,979 (0%)	0%	74.9	625,397	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 75.20 per share.	03 Apr 2025	2,147	1,545,593 (0%)	0%	75.2	161,450	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 77.36 per share.	01 Apr 2025	2,980	46,224 (0%)	0%	77.4	230,540	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 77.96 per share.	01 Apr 2025	400	45,824 (0%)	0%	78.0	31,185	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2025	1,078	1,078	-		-	Nonqualified Stock Option (right to buy)
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2025	266	148,579	-		-	Restricted Stock Units
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2025	435	11,220	-		-	Restricted Stock Units
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2025	483	6,094	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Apr 2025	1,567	1,567	-		-	Nonqualified Stock Option (right to buy)
Todd M. Ricketts	Director	Gift of securities by or to the insider at price $ 0.00 per share.	31 Mar 2025	290,608	525,805 (0%)	0%		0	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	24 Mar 2025	8,614	33,767 (0%)	0%	42.0	361,616	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	24 Mar 2025	8,614	17,227	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 80.00 per share.	24 Mar 2025	8,614	49,204 (0%)	0%	80.0	689,129	Common Stock
Charles A. Ruffel	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 43.21 per share.	14 Mar 2025	8,584	22,149 (0%)	0%	43.2	370,915	Common Stock
Charles A. Ruffel	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	14 Mar 2025	8,584	0	-		-	Nonqualified Stock Option (right to buy)
Jonathan M. Craig	MD, Head of Investor Services	Sale of securities on an exchange or to another person at price $ 75.59 per share.	06 Mar 2025	23,258	0 (0%)	0%	75.6	1,757,986	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 75.59 per share.	06 Mar 2025	9,600	515,329 (0%)	0%	75.6	725,658	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 75.58 per share.	06 Mar 2025	14,400	1,559,993 (0%)	0%	75.6	1,088,385	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 75.38 per share.	05 Mar 2025	15,229	59,091 (0%)	0%	75.4	1,147,936	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 75.38 per share.	05 Mar 2025	9,887	47,931 (0%)	0%	75.4	745,253	Common Stock
Michael D. Verdeschi	CFO	Grant, award, or other acquisition of securities at price $ 0.00 per share.	03 Mar 2025	79,344	79,344	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	91,200	91,200	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	66,263	66,263 (0%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.04 per share.	01 Mar 2025	26,075	0 (0%)	0%	79.0	2,061,098	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.04 per share.	01 Mar 2025	96,539	956,133 (0%)	0%	79.0	7,630,925	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	52,440	52,440	-		-	Nonqualified Stock Option (right to buy)
Walter W. Bettinger	Director, Co-Chairman	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	225,295	1,052,672 (0%)	0%		0	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	39,216	39,216	-		-	Nonqualified Stock Option (right to buy)
Nigel J. Murtagh	Chief Risk Officer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.04 per share.	01 Mar 2025	11,277	74,320 (0%)	0%	79.0	891,390	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	26,506	85,597 (0%)	0%		0	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	42,409	42,409 (0%)	0%		0	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.05 per share.	01 Mar 2025	19,151	0 (0%)	0%	79.0	1,513,791	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	01 Mar 2025	28,668	0 (0%)	0%	43.0	1,232,437	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Sale of securities on an exchange or to another person at price $ 79.32 per share.	01 Mar 2025	28,668	23,258 (0%)	0%	79.3	2,273,972	Common Stock
Jonathan M. Craig	MD, Head of Investor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	01 Mar 2025	28,668	9,559	-		-	Nonqualified Stock Option (right to buy)
Jonathan M. Craig	MD, Head of Investor Services	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	63,840	63,840	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	27,360	27,360	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	18,554	18,554 (0%)	0%		0	Common Stock
Peter J. Morgan	General Counsel	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.04 per share.	01 Mar 2025	8,378	10,176 (0%)	0%	79.0	662,239	Common Stock
Richard A. Wurster	President	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.04 per share.	01 Mar 2025	34,608	195,911 (0%)	0%	79.0	2,735,589	Common Stock
Richard A. Wurster	President	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	92,770	230,519 (0%)	0%		0	Common Stock
Richard A. Wurster	President	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	231,419	231,419	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	01 Mar 2025	9,482	46,463 (0%)	0%		0	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.05 per share.	01 Mar 2025	2,088	44,375 (0%)	0%	79.0	165,046	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	30,096	30,096	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	13,254	38,407 (0%)	0%		0	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Mar 2025	20,064	20,064	-		-	Nonqualified Stock Option (right to buy)
Paul V. Woolway	MD, Chief Banking Officer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 79.05 per share.	01 Mar 2025	3,367	35,040 (0%)	0%	79.0	266,145	Common Stock
Paul V. Woolway	MD, Chief Banking Officer	Sale of securities on an exchange or to another person at price $ 79.32 per share.	01 Mar 2025	3,380	57,818 (0%)	0%	79.3	268,118	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 79.14 per share.	27 Feb 2025	55,598	59,968,250 (4%)	0%	79.1	4,399,953	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 81.90 per share.	21 Feb 2025	123,900	60,161,458 (4%)	0%	81.9	10,147,844	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	21 Feb 2025	25,000	7,347,842 (0%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	21 Feb 2025	62,500	60,098,858 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 82.36 per share.	21 Feb 2025	100	60,161,358 (4%)	0%	82.4	8,236	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 81.96 per share.	18 Feb 2025	124,000	60,285,358 (4%)	0%	82.0	10,163,449	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 81.40 per share.	18 Feb 2025	5,865	60,409,358 (4%)	0%	81.4	477,420	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.17 per share.	12 Feb 2025	180,506	0 (0%)	0%	30.2	5,445,866	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	12 Feb 2025	180,506	0	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 81.60 per share.	12 Feb 2025	11,949	60,415,223 (4%)	0%	81.6	975,030	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 81.20 per share.	12 Feb 2025	113,051	60,427,172 (4%)	0%	81.2	9,179,357	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 82.09 per share.	12 Feb 2025	180,506	60,540,223 (4%)	0%	82.1	14,816,907	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 81.87 per share.	12 Feb 2025	441,797	850,209 (0%)	0%	81.9	36,170,406	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	12 Feb 2025	464,629	0	-		-	Nonqualified Stock Option (right to buy)
Walter W. Bettinger	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 82.66 per share.	12 Feb 2025	22,832	827,377 (0%)	0%	82.7	1,887,186	Common Stock
Walter W. Bettinger	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 26.39 per share.	12 Feb 2025	464,629	1,292,006 (0%)	0%	26.4	12,261,559	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 82.70 per share.	06 Feb 2025	9,600	524,929 (0%)	0%	82.7	793,937	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 82.70 per share.	06 Feb 2025	14,400	1,574,393 (0%)	0%	82.7	1,190,909	Common Stock
Arun Sarin	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.21 per share.	23 Jan 2025	8,548	9,204 (0%)	0%	31.2	266,783	Common Stock
Arun Sarin	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	23 Jan 2025	8,548	0	-		-	Nonqualified Stock Option (right to buy)
Arun Sarin	Director	Sale of securities on an exchange or to another person at price $ 81.82 per share.	23 Jan 2025	8,548	18,617 (0%)	0%	81.8	699,406	Common Stock
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 41.98 per share.	22 Jan 2025	14,643	14,643 (0%)	0%	42.0	614,713	Common Stock
Peter J. Morgan	General Counsel	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	22 Jan 2025	14,643	0	-		-	Nonqualified Stock Option (right to buy)
Peter J. Morgan	General Counsel	Sale of securities on an exchange or to another person at price $ 80.70 per share.	22 Jan 2025	14,643	0 (0%)	0%	80.7	1,181,709	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 74.14 per share.	02 Jan 2025	14,400	1,588,793 (0%)	0%	74.1	1,067,603	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 74.14 per share.	02 Jan 2025	9,600	534,529 (0%)	0%	74.1	711,727	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2025	280	147,804	-		-	Restricted Stock Units
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2025	1,132	1,132	-		-	Nonqualified Stock Option (right to buy)
Bharat B. Masrani	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2025	407	7,724	-		-	Restricted Stock Units
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2025	458	10,748	-		-	Restricted Stock Units
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2025	508	5,592	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	02 Jan 2025	1,646	1,646	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman		31 Dec 2024	15,650	60,586,496 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman		31 Dec 2024	15,416	60,540,223 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman		31 Dec 2024	15,441	60,555,639 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman		31 Dec 2024	15,416	60,571,080 (4%)	0%		0	Common Stock
A. Ellis Stephen	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 29.93 per share.	18 Dec 2024	2,005	7,301 (0%)	0%	29.9	60,010	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Dec 2024	2,005	0	-		-	Nonqualified Stock Option (right to buy)
A. Ellis Stephen	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.21 per share.	18 Dec 2024	8,548	7,301 (0%)	0%	31.2	266,783	Common Stock
Ellis Stephen A.	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 30.22 per share.	18 Dec 2024	1,997	7,301 (0%)	0%	30.2	60,349	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Dec 2024	8,548	0	-		-	Nonqualified Stock Option (right to buy)
Ellis Stephen A.	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Dec 2024	1,997	0	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 79.28 per share.	16 Dec 2024	5,400	1,603,193 (0%)	0%	79.3	428,100	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 79.29 per share.	16 Dec 2024	3,600	544,129 (0%)	0%	79.3	285,435	Common Stock
Carolyn Schwab-Pomerantz	Director	Gift of securities by or to the insider at price $ 0.00 per share.	26 Nov 2024	320	1,608,593 (0%)	0%		0	Common Stock
Jonathan Beatty S.	MD, Head of Advisor Services		25 Nov 2024	2,300	36,981 (0%)	0%	44.2	101,752	Common Stock
Jonathan Beatty S.	MD, Head of Advisor Services		25 Nov 2024	2,300	3,658	-		-	Nonqualified Stock Option (right to buy)
S. Jonathan Beatty	MD, Head of Advisor Services		25 Nov 2024	2,300	18,069 (0%)	0%	82.0	188,623	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 81.17 per share.	22 Nov 2024	12,739	59,091 (0%)	0%	81.2	1,033,972	Common Stock
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 33.40 per share.	18 Nov 2024	4,992	9,204 (0%)	0%	33.4	166,733	Common Stock
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Nov 2024	4,292	0	-		-	Nonqualified Stock Option (right to buy)
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Nov 2024	4,992	0	-		-	Nonqualified Stock Option (right to buy)
Christopher V. Dodds	Director	Sale of securities on an exchange or to another person at price $ 81.43 per share.	18 Nov 2024	9,284	442,807 (0%)	0%	81.4	755,981	Common Stock
Christopher V. Dodds	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 43.21 per share.	18 Nov 2024	4,292	9,204 (0%)	0%	43.2	185,457	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 80.02 per share.	15 Nov 2024	3,600	547,729 (0%)	0%	80.0	288,081	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 80.04 per share.	15 Nov 2024	5,400	1,608,913 (0%)	0%	80.0	432,208	Common Stock
Stephen A. Ellis	Director	Gift of securities by or to the insider at price $ 0.00 per share.	14 Nov 2024	35,316	75,962 (0%)	0%		0	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services		14 Nov 2024	2,700	36,981 (0%)	0%	44.2	119,448	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services		14 Nov 2024	2,700	5,958	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services		14 Nov 2024	2,700	18,069 (0%)	0%	81.7	220,546	Common Stock
Charles A. Ruffel	Director	Sale of securities on an exchange or to another person at price $ 78.65 per share.	13 Nov 2024	2,998	13,498 (0%)	0%	78.6	235,779	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services		11 Nov 2024	2,500	18,069 (0%)	0%	77.0	192,540	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services		11 Nov 2024	2,500	8,658	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services		11 Nov 2024	2,500	36,981 (0%)	0%	44.2	110,600	Common Stock
Paul V. Woolway	MD, Chief Banking Officer		06 Nov 2024	1,321	61,198 (0%)	0%		0	Common Stock
Richard A. Wurster	President	Payment of exercise price or tax liability using portion of securities received from the company at price $ 71.99 per share.	25 Oct 2024	6,479	137,749 (0%)	0%	72.0	466,391	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 70.90 per share.	21 Oct 2024	17,225	60,602,146 (4%)	0%	70.9	1,221,333	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 72.22 per share.	17 Oct 2024	3,600	551,329 (0%)	0%	72.2	259,992	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 72.14 per share.	17 Oct 2024	20,800	1,614,313 (0%)	0%	72.1	1,500,414	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 72.22 per share.	17 Oct 2024	5,400	1,635,113 (0%)	0%	72.2	389,973	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.44 per share.	16 Oct 2024	62,345	0 (0%)	0%	28.4	1,773,092	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 72.52 per share.	16 Oct 2024	62,345	60,619,371 (4%)	0%	72.5	4,521,484	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	16 Oct 2024	62,345	0	-		-	Nonqualified Stock Option (right to buy)
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2024	2,621	2,621	-		-	Nonqualified Stock Option (right to buy)
Bharat B. Masrani	Director		01 Oct 2024	470	7,294	-		-	Restricted Stock Units
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2024	2,145	2,145	-		-	Nonqualified Stock Option (right to buy)
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2024	587	5,068	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Oct 2024	1,906	1,906	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 64.05 per share.	17 Sep 2024	5,400	1,640,513 (0%)	0%	64.0	345,851	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 64.06 per share.	17 Sep 2024	3,600	554,929 (0%)	0%	64.1	230,603	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 65.08 per share.	15 Aug 2024	7,392	1,651,313 (0%)	0%	65.1	481,060	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 65.24 per share.	15 Aug 2024	3,600	558,529 (0%)	0%	65.2	234,873	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 65.25 per share.	15 Aug 2024	5,400	1,645,913 (0%)	0%	65.2	352,348	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 65.13 per share.	15 Aug 2024	4,928	562,129 (0%)	0%	65.1	320,945	Common Stock
Paul V. Woolway	MD, Chief Banking Officer		01 Aug 2024	1,150	61,886 (0%)	0%	65.2	74,980	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	31 Jul 2024	67,386	0	-		-	Nonqualified Stock Option (right to buy)
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 65.11 per share.	31 Jul 2024	67,386	60,619,371 (4%)	0%	65.1	4,387,597	Common Stock
Charles R. Schwab	Director, Co-Chairman	Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.45 per share.	31 Jul 2024	67,386	0 (0%)	0%	27.5	1,849,746	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 61.93 per share.	19 Jul 2024	5,100	1,659,005 (0%)	0%	61.9	315,824	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 62.65 per share.	19 Jul 2024	100	567,057 (0%)	0%	62.7	6,265	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 61.95 per share.	19 Jul 2024	3,500	567,157 (0%)	0%	61.9	216,809	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 62.45 per share.	19 Jul 2024	300	1,658,705 (0%)	0%	62.5	18,735	Common Stock
Walter W. Bettinger	Director, Co-Chairman and CEO	Purchase of securities on an exchange or from another person at price $ 66.26 per share.	17 Jul 2024	25,000	827,377 (0%)	0%	66.3	1,656,500	Common Stock
Richard A. Wurster	President	Purchase of securities on an exchange or from another person at price $ 62.05 per share.	17 Jul 2024	10,000	144,228 (0%)	0%	62.0	620,454	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services		11 Jul 2024	780	11,158	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services		11 Jul 2024	780	18,069 (0%)	0%	75.0	58,502	Common Stock
Jonathan S. Beatty	MD, Head of Advisor Services		11 Jul 2024	780	36,981 (0%)	0%	44.2	34,507	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2024	2,244	2,244	-		-	Nonqualified Stock Option (right to buy)
Bharat B. Masrani	Director		01 Jul 2024	409	6,798	-		-	Restricted Stock Units
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2024	1,836	3,672	-		-	Nonqualified Stock Option (right to buy)
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2024	511	4,464	-		-	Restricted Stock Units
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	01 Jul 2024	1,632	1,632	-		-	Nonqualified Stock Option (right to buy)
Jonathan S. Beatty	MD, Head of Advisor Services		01 Jul 2024	11,191	36,981 (0%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 72.48 per share.	20 Jun 2024	5,400	1,664,105 (0%)	0%	72.5	391,414	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 72.49 per share.	20 Jun 2024	3,600	570,657 (0%)	0%	72.5	260,959	Common Stock
Bernard J. Clark	MD Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 52.05 per share.	12 Jun 2024	8,164	0 (0%)	0%	52.0	424,936	Common Stock
Bernard J. Clark	MD Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	12 Jun 2024	8,164	44,251	-		-	Nonqualified Stock Option (right to buy)
Bernard J. Clark	MD Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 75.00 per share.	12 Jun 2024	8,164	121,665 (0%)	0%	75	612,300	Common Stock
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Gerri K. Martin-Flickinger	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	4,305 (0%)	0%		0	Common Stock
Gerri K. Martin-Flickinger	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	16,450 (0%)	0%		0	Common Stock
Charles A. Ruffel	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	8,162 (0%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
John K. Adams	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
John K. Adams	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	46,933 (0%)	0%		0	Common Stock
Christopher V. Dodds	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Christopher V. Dodds	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	9,204 (0%)	0%		0	Common Stock
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Frank C. Herringer	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	9,204 (0%)	0%		0	Common Stock
Paula A. Sneed	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	6,611 (0%)	0%		0	Common Stock
Paula A. Sneed	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Brian Michael Levitt	Director		28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Brian Michael Levitt	Director		28 May 2024	1,809	7,279 (0%)	0%		0	Common Stock
Arun Sarin	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	9,204 (0%)	0%		0	Common Stock
Arun Sarin	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Bharat B. Masrani	Director		28 May 2024	1,809	7,279 (0%)	0%		0	Common Stock
Bharat B. Masrani	Director		28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Joan T. Dea	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Joan T. Dea	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	26,724 (0%)	0%		0	Common Stock
Todd M. Ricketts	Director		28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Todd M. Ricketts	Director		28 May 2024	1,809	235,197 (0%)	0%		0	Common Stock
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	4,496	4,496	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	9,204 (0%)	0%		0	Common Stock
Bernard J. Clark	MD Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 42.99 per share.	28 May 2024	28,670	0 (0%)	0%	43.0	1,232,523	Common Stock
Bernard J. Clark	MD Head of Advisor Services	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	28 May 2024	28,670	0	-		-	Nonqualified Stock Option (right to buy)
Bernard J. Clark	MD Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 71.88 per share.	28 May 2024	2,816	121,665 (0%)	0%	71.9	202,428	Common Stock
Bernard J. Clark	MD Head of Advisor Services	Sale of securities on an exchange or to another person at price $ 70.91 per share.	28 May 2024	74,615	124,481 (0%)	0%	70.9	5,290,718	Common Stock
Marianne C. Brown	Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 May 2024	1,809	14,289 (0%)	0%		0	Common Stock
Brian Michael Levitt	Director		22 May 2024	197	5,470 (0%)	0%	78.7	15,506	Common Stock
Bharat B. Masrani	Director		22 May 2024	197	5,470 (0%)	0%	78.7	15,506	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	20 May 2024	64,100	60,619,371 (4%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 78.41 per share.	20 May 2024	5,400	1,669,505 (0%)	0%	78.4	423,434	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 78.41 per share.	20 May 2024	3,600	574,257 (0%)	0%	78.4	282,293	Common Stock
Brian Michael Levitt	Director		17 May 2024	241	5,829 (0%)	0%	77.9	18,779	Common Stock
Brian Michael Levitt	Director		17 May 2024	162	5,667 (0%)	0%	78.5	12,716	Common Stock
Bharat B. Masrani	Director		17 May 2024	162	5,667 (0%)	0%	78.5	12,716	Common Stock
Bharat B. Masrani	Director		17 May 2024	241	5,829 (0%)	0%	77.9	18,779	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 78.08 per share.	14 May 2024	58,065	60,683,471 (4%)	0%	78.1	4,533,709	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 76.89 per share.	14 May 2024	65,360	60,741,536 (4%)	0%	76.9	5,025,700	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 76.13 per share.	09 May 2024	26,315	1,674,570 (0%)	0%	76.1	2,003,429	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	08 May 2024	65,790	60,840,896 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	08 May 2024	34,000	60,806,896 (4%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 76.38 per share.	06 May 2024	13,113	1,700,885 (0%)	0%	76.4	1,001,635	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 76.38 per share.	06 May 2024	13,113	1,700,885 (0%)	0%	76.4	1,001,635	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 75.51 per share.	03 May 2024	66,225	60,972,476 (4%)	0%	75.5	5,000,425	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 76.40 per share.	03 May 2024	65,790	60,906,686 (4%)	0%	76.4	5,026,474	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 74.96 per share.	26 Apr 2024	59,905	61,098,607 (4%)	0%	75.0	4,490,419	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 74.78 per share.	26 Apr 2024	59,906	61,038,701 (4%)	0%	74.8	4,480,010	Common Stock
Peter B. Crawford	CFO	Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.44 per share.	24 Apr 2024	5,481	0 (0%)	0%	28.4	155,880	Common Stock
Peter B. Crawford	CFO	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	24 Apr 2024	5,481	0	-		-	Nonqualified Stock Option (right to buy)
Peter B. Crawford	CFO	Sale of securities on an exchange or to another person at price $ 75.51 per share.	24 Apr 2024	5,481	60,567 (0%)	0%	75.5	413,855	Common Stock
Charles R. Schwab	Director, Co-Chairman	Gift of securities by or to the insider at price $ 0.00 per share.	22 Apr 2024	26,900	61,158,512 (4%)	0%		0	Common Stock
Charles R. Schwab	Director, Co-Chairman	Sale of securities on an exchange or to another person at price $ 74.62 per share.	22 Apr 2024	89,275	30,641,981 (2%)	0%	74.6	6,661,308	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.01 per share.	19 Apr 2024	10,511	7,395 (0%)	0%	25.0	262,880	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.79 per share.	19 Apr 2024	2,054	7,395 (0%)	0%	28.8	59,135	Common Stock
Stephen A. Ellis	Director	Sale of securities on an exchange or to another person at price $ 73.21 per share.	19 Apr 2024	14,750	108,574 (0%)	0%	73.2	1,079,774	Common Stock
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	19 Apr 2024	10,511	0	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	19 Apr 2024	2,185	0	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	19 Apr 2024	2,054	0	-		-	Nonqualified Stock Option (right to buy)
Stephen A. Ellis	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 27.32 per share.	19 Apr 2024	2,185	7,395 (0%)	0%	27.3	59,694	Common Stock
Joseph R. Martinetto	COO		18 Apr 2024	13,353	246,433 (0%)	0%		0	Common Stock
Carolyn Schwab-Pomerantz	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	18 Apr 2024	7,482	0	-		-	Nonqualified Stock Option (right to buy)
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 73.47 per share.	18 Apr 2024	7,482	1,719,398 (0%)	0%	73.5	549,667	Common Stock
Carolyn Schwab-Pomerantz	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.44 per share.	18 Apr 2024	7,482	6,353 (0%)	0%	28.4	212,788	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 73.17 per share.	18 Apr 2024	5,400	1,713,998 (0%)	0%	73.2	395,102	Common Stock
Carolyn Schwab-Pomerantz	Director	Sale of securities on an exchange or to another person at price $ 73.16 per share.	18 Apr 2024	3,600	577,857 (0%)	0%	73.2	263,366	Common Stock
Joseph R. Martinetto	COO		16 Apr 2024	43,000	41,414 (0%)	0%	70.8	3,045,595	Common Stock
Arun Sarin	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	16 Apr 2024	5,011	0	-		-	Nonqualified Stock Option (right to buy)
Arun Sarin	Director	Sale of securities on an exchange or to another person at price $ 71.11 per share.	16 Apr 2024	5,011	18,617 (0%)	0%	71.1	356,322	Common Stock
Arun Sarin	Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.01 per share.	16 Apr 2024	5,011	7,395 (0%)	0%	25.0	125,325	Common Stock
Mark A. Goldfarb	Director	Sale of securities on an exchange or to another person at price $ 70.82 per share.	16 Apr 2024	6,700	20,317 (0%)	0%	70.8	474,488	Common Stock
Mark A. Goldfarb	Director	Sale of securities on an exchange or to another person at price $ 71.48 per share.	16 Apr 2024	400	19,917 (0%)	0%	71.5	28,593	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Sale of securities on an exchange or to another person at price $ 72.40 per share.	16 Apr 2024	10,000	71,446 (0%)	0%	72.4	723,975	Common Stock
Nigel J. Murtagh	Chief Risk Officer	Gift of securities by or to the insider at price $ 0.00 per share.	16 Apr 2024	133	71,313 (0%)	0%		0	Common Stock
Peter B. Crawford	CFO	Sale of securities on an exchange or to another person at price $ 71.02 per share.	16 Apr 2024	6,114	60,567 (0%)	0%	71.0	434,215	Common Stock
Peter B. Crawford	CFO	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	16 Apr 2024	5,482	5,481	-		-	Nonqualified Stock Option (right to buy)
Peter B. Crawford	CFO	Sale of securities on an exchange or to another person at price $ 73.46 per share.	16 Apr 2024	5,482	60,567 (0%)	0%	73.5	402,708	Common Stock

*All Values are in $ Million

Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures

Data as reported to USA Exchanges

View All The Insider Trades disclosures

Insider Trading disclosures for Charles Schwab

The latest disclosure was made by Charles R. Schwab in Charles Schwab where a trade of 36,450 Common Stock done at an average price of $90.5 was reported to US exchanges on April 23, 2026.

Screeners based on Insider Trading and SAST parameters