XNYS 25 Jun, 2025 5:30 PM (EDT)
| Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Todd M. Ricketts | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 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 | |
| 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 | 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 | 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 |
| Peter B. Crawford | CFO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.44 per share. | 16 Apr 2024 | 5,482 | 0 (0%) | 0% | 28.4 | 155,908 | Common Stock |
| Peter J. Morgan | General Counsel | Sale of securities on an exchange or to another person at price $ 72.23 per share. | 16 Apr 2024 | 24,520 | 0 (0%) | 0% | 72.2 | 1,771,151 | Common Stock |
| Frank C. Herringer | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 1,858 | 1,858 | - | - | Nonqualified Stock Option (right to buy) | |
| Bharat B. Masrani | Director | 01 Apr 2024 | 415 | 6,367 | - | - | Restricted Stock Units | ||
| Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 1,520 | 1,520 | - | - | Nonqualified Stock Option (right to buy) | |
| Marianne C. Brown | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 519 | 3,939 | - | - | Restricted Stock Units | |
| Charles A. Ruffel | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 1,351 | 1,351 | - | - | Nonqualified Stock Option (right to buy) | |
| Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Mar 2024 | 2,165 | 108,574 (0%) | 0% | 0 | 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. | 26 Mar 2024 | 2,165 | 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 $ 27.45 per share. | 26 Mar 2024 | 2,165 | 7,395 (0%) | 0% | 27.4 | 59,429 | Common Stock |
| John K. Adams | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.21 per share. | 22 Mar 2024 | 7,835 | 52,286 (0%) | 0% | 31.2 | 244,530 | Common Stock |
| John K. Adams | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Mar 2024 | 7,866 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| John K. Adams | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 22 Mar 2024 | 7,835 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| John K. Adams | Director | Sale of securities on an exchange or to another person at price $ 72.64 per share. | 22 Mar 2024 | 15,701 | 44,451 (0%) | 0% | 72.6 | 1,140,539 | Common Stock |
| John K. Adams | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.96 per share. | 22 Mar 2024 | 7,866 | 60,152 (0%) | 0% | 29.0 | 227,799 | Common Stock |
| John K. Adams | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.96 per share. | 22 Mar 2024 | 7,866 | 60,825 (0%) | 0% | 29.0 | 227,799 | Common Stock |
| John K. Adams | Director | Sale of securities on an exchange or to another person at price $ 72.64 per share. | 22 Mar 2024 | 15,701 | 45,124 (0%) | 0% | 72.6 | 1,140,539 | Common Stock |
| John K. Adams | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 31.21 per share. | 22 Mar 2024 | 7,835 | 52,959 (0%) | 0% | 31.2 | 244,530 | Common Stock |
| Nigel J. Murtagh | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 70.03 per share. | 21 Mar 2024 | 12,948 | 81,446 (0%) | 0% | 70.0 | 906,686 | 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. | 21 Mar 2024 | 12,948 | 0 | - | - | 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 $ 26.39 per share. | 21 Mar 2024 | 12,948 | 94,394 (0%) | 0% | 26.4 | 341,698 | Common Stock |
| Jonathan M. Craig | Please see remarks | Sale of securities on an exchange or to another person at price $ 70.01 per share. | 21 Mar 2024 | 4,977 | 0 (0%) | 0% | 70.0 | 348,430 | Common Stock |
| Jonathan M. Craig | Please see remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2024 | 4,977 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Jonathan M. Craig | Please see remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 26.39 per share. | 21 Mar 2024 | 4,977 | 0 (0%) | 0% | 26.4 | 131,343 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | Sale of securities on an exchange or to another person at price $ 71.21 per share. | 21 Mar 2024 | 2,144 | 1,719,398 (0%) | 0% | 71.2 | 152,678 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | Sale of securities on an exchange or to another person at price $ 71.28 per share. | 21 Mar 2024 | 1,066 | 581,457 (0%) | 0% | 71.3 | 75,984 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | Sale of securities on an exchange or to another person at price $ 70.68 per share. | 21 Mar 2024 | 2,534 | 582,523 (0%) | 0% | 70.7 | 179,102 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | Sale of securities on an exchange or to another person at price $ 70.66 per share. | 21 Mar 2024 | 3,256 | 1,721,542 (0%) | 0% | 70.7 | 230,084 | Common Stock |
| Nigel J. Murtagh | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 68.24 per share. | 06 Mar 2024 | 4,433 | 81,446 (0%) | 0% | 68.2 | 302,486 | Common Stock |
| Nigel J. Murtagh | Chief Risk Officer | Sale of securities on an exchange or to another person at price $ 67.72 per share. | 06 Mar 2024 | 25,558 | 85,879 (0%) | 0% | 67.7 | 1,730,785 | Common Stock |
| Jonathan M. Craig | Please see remarks | Sale of securities on an exchange or to another person at price $ 67.71 per share. | 06 Mar 2024 | 40,616 | 8,135 (0%) | 0% | 67.7 | 2,750,024 | Common Stock |
| Jonathan M. Craig | Please see remarks | Sale of securities on an exchange or to another person at price $ 68.23 per share. | 06 Mar 2024 | 8,135 | 0 (0%) | 0% | 68.2 | 555,059 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 84,706 | 84,706 (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 2024 | 104,767 | 104,767 | - | - | 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 $ 66.36 per share. | 01 Mar 2024 | 33,332 | 0 (0%) | 0% | 66.4 | 2,211,785 | Common Stock |
| Walter W. Bettinger | Director, Co-Chairman and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 251,296 | 907,797 (0%) | 0% | 0 | Common Stock | |
| Walter W. Bettinger | Director, Co-Chairman and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 382,400 | 382,400 | - | - | Nonqualified Stock Option (right to buy) | |
| Walter W. Bettinger | Director, Co-Chairman and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 66.36 per share. | 01 Mar 2024 | 105,420 | 802,377 (0%) | 0% | 66.4 | 6,995,271 | Common Stock |
| Joseph R. Martinetto | COO | 01 Mar 2024 | 70,882 | 84,414 (0%) | 0% | 66.4 | 4,703,460 | Common Stock | |
| Joseph R. Martinetto | COO | 01 Mar 2024 | 155,296 | 155,296 (0%) | 0% | 0 | Common Stock | ||
| Joseph R. Martinetto | COO | 01 Mar 2024 | 129,911 | 129,911 | - | - | Nonqualified Stock Option (right to buy) | ||
| Bernard J. Clark | MD Head of Advisor Services | Payment of exercise price or tax liability using portion of securities received from the company at price $ 66.36 per share. | 01 Mar 2024 | 31,239 | 0 (0%) | 0% | 66.4 | 2,072,901 | Common Stock |
| Bernard J. Clark | MD Head of Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 80,000 | 80,000 (0%) | 0% | 0 | Common Stock | |
| Bernard J. Clark | MD Head of Advisor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 64,956 | 64,956 | - | - | Nonqualified Stock Option (right to buy) | |
| Nigel J. Murtagh | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 44,003 | 44,003 | - | - | Nonqualified Stock Option (right to buy) | |
| Nigel J. Murtagh | Chief Risk Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 55,060 | 136,506 (0%) | 0% | 0 | 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 $ 66.36 per share. | 01 Mar 2024 | 25,069 | 111,437 (0%) | 0% | 66.4 | 1,663,484 | Common Stock |
| Peter B. Crawford | CFO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 80,000 | 80,000 (0%) | 0% | 0 | Common Stock | |
| Peter B. Crawford | CFO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 66.36 per share. | 01 Mar 2024 | 37,430 | 0 (0%) | 0% | 66.4 | 2,483,713 | Common Stock |
| Peter B. Crawford | CFO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 67,051 | 67,051 | - | - | Nonqualified Stock Option (right to buy) | |
| Jonathan M. Craig | Please see remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 66.36 per share. | 01 Mar 2024 | 43,485 | 0 (0%) | 0% | 66.4 | 2,885,499 | Common Stock |
| Jonathan M. Craig | Please see remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 69,147 | 69,147 | - | - | Nonqualified Stock Option (right to buy) | |
| Jonathan M. Craig | Please see remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 92,236 | 92,236 (0%) | 0% | 0 | Common Stock | |
| Peter J. Morgan | General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 30,383 | 30,383 | - | - | 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 2024 | 44,236 | 44,236 (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 $ 66.36 per share. | 01 Mar 2024 | 19,716 | 24,520 (0%) | 0% | 66.4 | 1,308,279 | Common Stock |
| Richard A. Wurster | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 167,628 | 167,628 | - | - | Nonqualified Stock Option (right to buy) | |
| Richard A. Wurster | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2024 | 58,354 | 158,568 (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 $ 66.36 per share. | 01 Mar 2024 | 24,340 | 134,228 (0%) | 0% | 66.4 | 1,615,110 | Common Stock |
| Peter B. Crawford | CFO | Sale of securities on an exchange or to another person at price $ 65.71 per share. | 28 Feb 2024 | 5,500 | 24,111 (0%) | 0% | 65.7 | 361,408 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | Sale of securities on an exchange or to another person at price $ 65.28 per share. | 28 Feb 2024 | 3,600 | 585,057 (0%) | 0% | 65.3 | 235,021 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | Sale of securities on an exchange or to another person at price $ 65.29 per share. | 28 Feb 2024 | 5,400 | 1,724,798 (0%) | 0% | 65.3 | 352,588 | Common Stock |
| Schwab Charles R. | Director, Co-Chairman | Sale of securities on an exchange or to another person at price $ 64.72 per share. | 22 Feb 2024 | 58,500 | 61,134,038 (4%) | 0% | 64.7 | 3,786,196 | Common Stock |
| Schwab R. Charles | Director, Co-Chairman | Sale of securities on an exchange or to another person at price $ 64.60 per share. | 22 Feb 2024 | 58,500 | 61,192,538 (4%) | 0% | 64.6 | 3,779,211 | 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. | 15 Feb 2024 | 71,226 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| R. Charles Schwab | Director, Co-Chairman | Sale of securities on an exchange or to another person at price $ 64.99 per share. | 15 Feb 2024 | 71,226 | 61,251,038 (4%) | 0% | 65.0 | 4,628,999 | Common Stock |
| Peter B. Crawford | CFO | Sale of securities on an exchange or to another person at price $ 64.76 per share. | 15 Feb 2024 | 8,000 | 29,611 (0%) | 0% | 64.8 | 518,084 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.86 per share. | 15 Feb 2024 | 71,226 | 0 (0%) | 0% | 25.9 | 1,841,904 | Common Stock |
| Schwab Charles R. | Director, Co-Chairman | Gift of securities by or to the insider at price $ 0.00 per share. | 08 Feb 2024 | 80,650 | 61,251,038 (4%) | 0% | 0 | Common Stock | |
| C. Frank Herringer | Director | Sale of securities on an exchange or to another person at price $ 62.25 per share. | 01 Feb 2024 | 7,587 | 167,206 (0%) | 0% | 62.2 | 472,277 | Common Stock |
| C. Frank Herringer | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Feb 2024 | 10,511 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Herringer Frank C. | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.01 per share. | 01 Feb 2024 | 10,511 | 7,395 (0%) | 0% | 25.0 | 262,880 | Common Stock |
| Schwab Charles R. | Director, Co-Chairman | Sale of securities on an exchange or to another person at price $ 63.94 per share. | 24 Jan 2024 | 16,390 | 61,331,688 (4%) | 0% | 63.9 | 1,047,932 | Common Stock |
| B. Crawford Peter | CFO | Sale of securities on an exchange or to another person at price $ 64.49 per share. | 22 Jan 2024 | 4,000 | 37,611 (0%) | 0% | 64.5 | 257,975 | Common Stock |
| Bharat Masrani B. | Director | 02 Jan 2024 | 435 | 5,929 | - | - | Restricted Stock Units | ||
| Brown C. Marianne | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2024 | 543 | 3,407 | - | - | Restricted Stock Units | |
| Stephen Ellis A. | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2024 | 1,839 | 1,839 | - | - | Nonqualified Stock Option (right to buy) | |
| A. Ruffel Charles | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2024 | 1,634 | 1,634 | - | - | Nonqualified Stock Option (right to buy) | |
| C. Frank Herringer | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jan 2024 | 2,247 | 2,247 | - | - | Nonqualified Stock Option (right to buy) | |
| Schwab-Pomerantz Carolyn | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 69.22 per share. | 02 Jan 2024 | 3,023 | 6,353 (0%) | 0% | 69.2 | 209,237 | Common Stock |
| Ellis A. Stephen | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Dec 2023 | 2,247 | 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 $ 25.82 per share. | 15 Dec 2023 | 2,247 | 7,395 (0%) | 0% | 25.8 | 58,018 | Common Stock |
| Crawford B. Peter | CFO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.44 per share. | 30 Nov 2023 | 4,000 | 0 (0%) | 0% | 28.4 | 113,760 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | Sale of securities on an exchange or to another person at price $ 61.28 per share. | 30 Nov 2023 | 12,208 | 1,722,399 (0%) | 0% | 61.3 | 748,109 | Common Stock |
| Peter B. Crawford | CFO | Sale of securities on an exchange or to another person at price $ 60.56 per share. | 30 Nov 2023 | 4,000 | 41,611 (0%) | 0% | 60.6 | 242,229 | Common Stock |
| Peter J. Morgan | General Counsel | Sale of securities on an exchange or to another person at price $ 60.72 per share. | 30 Nov 2023 | 7,162 | 0 (0%) | 0% | 60.7 | 434,875 | Common Stock |
| Crawford B. Peter | CFO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2023 | 4,000 | 10,963 | - | - | Nonqualified Stock Option (right to buy) | |
| Peter B. Crawford | CFO | Sale of securities on an exchange or to another person at price $ 56.19 per share. | 03 Nov 2023 | 3,114 | 41,611 (0%) | 0% | 56.2 | 174,964 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Gift of securities by or to the insider at price $ 0.00 per share. | 02 Nov 2023 | 92,300 | 61,515,993 (4%) | 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 $ 52.69 per share. | 01 Nov 2023 | 852 | 7,162 (0%) | 0% | 52.7 | 44,892 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Oct 2023 | 59,455 | 61,608,293 (4%) | 0% | 0 | Common Stock | |
| Paula A. Sneed | Director | Sale of securities on an exchange or to another person at price $ 49.98 per share. | 24 Oct 2023 | 6,918 | 112,398 (0%) | 0% | 50.0 | 345,737 | Common Stock |
| Carolyn Schwab-Pomerantz | Director | 19 Oct 2023 | 8,209 | 0 (0%) | 0% | 52.0 | 427,210 | Common Stock | |
| Carolyn Schwab-Pomerantz | Director | 19 Oct 2023 | 1,495 | 0 (0%) | 0% | 52.0 | 77,806 | Common Stock | |
| Frank C. Herringer | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Oct 2023 | 771 | 144,796 | - | - | Restricted Stock Units | |
| Bharat B. Masrani | Director | 02 Oct 2023 | 561 | 5,470 | - | - | Restricted Stock Units | ||
| Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Oct 2023 | 2,181 | 2,181 | - | - | Nonqualified Stock Option (right to buy) | |
| Marianne C. Brown | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Oct 2023 | 561 | 2,851 | - | - | Restricted Stock Units | |
| Charles A. Ruffel | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Oct 2023 | 1,938 | 1,938 | - | - | Nonqualified Stock Option (right to buy) | |
| Peter B. Crawford | Chief Financial Officer | Sale of securities on an exchange or to another person at price $ 57.31 per share. | 18 Sep 2023 | 3,792 | 44,725 (0%) | 0% | 57.3 | 217,306 | Common Stock |
| Peter B. Crawford | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Sep 2023 | 3,792 | 0 | - | - | Nonqualified Stock Option (right to buy) | |
| Peter B. Crawford | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.12 per share. | 18 Sep 2023 | 3,792 | 0 (0%) | 0% | 23.1 | 87,671 | Common Stock |
| Peter J. Morgan | MD, General Counsel | Sale of securities on an exchange or to another person at price $ 59.61 per share. | 29 Aug 2023 | 8,000 | 8,014 (0%) | 0% | 59.6 | 476,872 | Common Stock |
| Charles A. Ruffel | Director | Purchase of securities on an exchange or from another person at price $ 60.55 per share. | 17 Aug 2023 | 833 | 3,386 (0%) | 0% | 60.6 | 50,440 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Gift of securities by or to the insider at price $ 0.00 per share. | 09 Aug 2023 | 107,695 | 59,488,748 (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. | 02 Aug 2023 | 76,335 | 59,596,443 (4%) | 0% | 0 | Common Stock | |
| Charles R. Schwab | Director, Co-Chairman | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.12 per share. | 24 Jul 2023 | 72,047 | 0 (0%) | 0% | 23.1 | 1,665,727 | 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. | 24 Jul 2023 | 72,047 | 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 $ 66.60 per share. | 24 Jul 2023 | 75,760 | 59,672,778 (4%) | 0% | 66.6 | 5,045,821 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Sale of securities on an exchange or to another person at price $ 66.66 per share. | 24 Jul 2023 | 72,047 | 59,748,538 (4%) | 0% | 66.7 | 4,802,984 | Common Stock |
| Frank C. Herringer | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jul 2023 | 715 | 143,406 | - | - | Restricted Stock Units | |
| Bharat B. Masrani | Director | 03 Jul 2023 | 520 | 4,888 | - | - | Restricted Stock Units | ||
| Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jul 2023 | 2,077 | 2,077 | - | - | Nonqualified Stock Option (right to buy) | |
| Marianne C. Brown | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jul 2023 | 520 | 2,281 | - | - | Restricted Stock Units | |
| Charles A. Ruffel | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Jul 2023 | 1,847 | 1,847 | - | - | Nonqualified Stock Option (right to buy) | |
| Richard A. Wurster | President | Payment of exercise price or tax liability using portion of securities received from the company at price $ 54.02 per share. | 05 Jun 2023 | 1,177 | 100,214 (0%) | 0% | 54.0 | 63,584 | 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. | 22 May 2023 | 77,640 | 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 $ 22.67 per share. | 22 May 2023 | 77,640 | 0 (0%) | 0% | 22.7 | 1,760,099 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Sale of securities on an exchange or to another person at price $ 51.76 per share. | 22 May 2023 | 77,640 | 59,771,278 (4%) | 0% | 51.8 | 4,018,584 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Gift of securities by or to the insider at price $ 0.00 per share. | 22 May 2023 | 22,740 | 59,748,538 (4%) | 0% | 0 | Common Stock | |
| Christopher V. Dodds | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Christopher V. Dodds | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 7,395 (0%) | 0% | 0 | Common Stock | |
| Frank C. Herringer | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Frank C. Herringer | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 7,395 (0%) | 0% | 0 | Common Stock | |
| Paula A. Sneed | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Paula A. Sneed | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 7,395 (0%) | 0% | 0 | Common Stock | |
| Brian Michael Levitt | Director | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | ||
| Brian Michael Levitt | Director | 22 May 2023 | 2,496 | 6,070 (0%) | 0% | 0 | Common Stock | ||
| Arun Sarin | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 7,395 (0%) | 0% | 0 | Common Stock | |
| Arun Sarin | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Bharat B. Masrani | Director | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | ||
| Bharat B. Masrani | Director | 22 May 2023 | 2,496 | 6,070 (0%) | 0% | 0 | Common Stock | ||
| Joan T. Dea | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Joan T. Dea | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 24,915 (0%) | 0% | 0 | Common Stock | |
| Todd M. Ricketts | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Todd M. Ricketts | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 233,388 (0%) | 0% | 0 | Common Stock | |
| Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 7,395 (0%) | 0% | 0 | Common Stock | |
| Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Mark A. Goldfarb | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Mark A. Goldfarb | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 7,395 (0%) | 0% | 0 | Common Stock | |
| John K. Adams | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 44,451 (0%) | 0% | 0 | Common Stock | |
| John K. Adams | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Marianne C. Brown | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 12,480 (0%) | 0% | 0 | Common Stock | |
| Marianne C. Brown | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Gerri K. Martin-Flickinger | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 2,496 (0%) | 0% | 0 | Common Stock | |
| Gerri K. Martin-Flickinger | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles A. Ruffel | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 5,464 | 5,464 | - | - | Nonqualified Stock Option (right to buy) | |
| Charles A. Ruffel | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 May 2023 | 2,496 | 14,607 (0%) | 0% | 0 | Common Stock | |
| Brian Michael Levitt | Director | 19 May 2023 | 162 | 3,574 (0%) | 0% | 51.7 | 8,370 | Common Stock | |
| Bharat B. Masrani | Director | 19 May 2023 | 162 | 3,574 (0%) | 0% | 51.7 | 8,370 | Common Stock | |
| Brian Michael Levitt | Director | 17 May 2023 | 121 | 3,736 (0%) | 0% | 51.1 | 6,185 | Common Stock | |
| Bharat B. Masrani | Director | 17 May 2023 | 121 | 3,736 (0%) | 0% | 51.1 | 6,185 | Common Stock | |
| Frank C. Herringer | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Apr 2023 | 800 | 142,037 | - | - | Restricted Stock Units | |
| Bharat B. Masrani | Director | 03 Apr 2023 | 582 | 4,348 | - | - | Restricted Stock Units | ||
| Stephen A. Ellis | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Apr 2023 | 2,110 | 2,110 | - | - | Nonqualified Stock Option (right to buy) | |
| Marianne C. Brown | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Apr 2023 | 582 | 1,753 | - | - | Restricted Stock Units | |
| Charles A. Ruffel | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Apr 2023 | 1,875 | 1,875 | - | - | Nonqualified Stock Option (right to buy) | |
| Marianne C. Brown | Director | Purchase of securities on an exchange or from another person at price $ 53.47 per share. | 28 Mar 2023 | 5,000 | 9,984 (0%) | 0% | 53.5 | 267,340 | Common Stock |
| Bernard J. Clark | MD, Head of Adivsor Services | Purchase of securities on an exchange or from another person at price $ 54.83 per share. | 17 Mar 2023 | 5,000 | 120,652 (0%) | 0% | 54.8 | 274,154 | Common Stock |
| Gerri K. Martin-Flickinger | Director | Purchase of securities on an exchange or from another person at price $ 54.16 per share. | 17 Mar 2023 | 3,700 | 8,455 (0%) | 0% | 54.2 | 200,396 | Common Stock |
| Richard A. Wurster | President | Purchase of securities on an exchange or from another person at price $ 54.39 per share. | 17 Mar 2023 | 2,000 | 101,391 (0%) | 0% | 54.4 | 108,773 | Common Stock |
| Mark A. Goldfarb | Director | Purchase of securities on an exchange or from another person at price $ 58.37 per share. | 16 Mar 2023 | 4,000 | 27,017 (0%) | 0% | 58.4 | 233,468 | Common Stock |
| Stephen A. Ellis | Director | Purchase of securities on an exchange or from another person at price $ 58.26 per share. | 15 Mar 2023 | 34,387 | 99,801 (0%) | 0% | 58.3 | 2,003,325 | Common Stock |
| Walter W. Bettinger | Director, Co-Chairman and CEO | Purchase of securities on an exchange or from another person at price $ 59.31 per share. | 14 Mar 2023 | 50,000 | 656,501 (0%) | 0% | 59.3 | 2,965,500 | Common Stock |
| Todd M. Ricketts | Director | Purchase of securities on an exchange or from another person at price $ 56.79 per share. | 14 Mar 2023 | 10,000 | 230,892 (0%) | 0% | 56.8 | 567,862 | Common Stock |
| Stephen A. Ellis | Director | Purchase of securities on an exchange or from another person at price $ 56.08 per share. | 14 Mar 2023 | 6,757 | 65,414 (0%) | 0% | 56.1 | 378,928 | Common Stock |
| John K. Adams | Director | Purchase of securities on an exchange or from another person at price $ 59.31 per share. | 14 Mar 2023 | 5,000 | 41,955 (0%) | 0% | 59.3 | 296,550 | Common Stock |
| Peter B. Crawford | MD and CFO | Purchase of securities on an exchange or from another person at price $ 57.96 per share. | 14 Mar 2023 | 5,000 | 44,725 (0%) | 0% | 58.0 | 289,781 | Common Stock |
| Richard A. Wurster | President | Purchase of securities on an exchange or from another person at price $ 57.28 per share. | 14 Mar 2023 | 5,000 | 99,391 (0%) | 0% | 57.3 | 286,397 | 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 $ 76.46 per share. | 02 Mar 2023 | 45,871 | 0 (0%) | 0% | 76.5 | 3,507,411 | Common Stock |
| Charles R. Schwab | Director, Co-Chairman | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2023 | 111,730 | 111,730 (0%) | 0% | 0 | Common Stock | |
| Walter W. Bettinger | Director, Co-Chairman and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2023 | 300,813 | 733,438 (0%) | 0% | 0 | Common Stock | |
| Walter W. Bettinger | Director, Co-Chairman and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 76.46 per share. | 02 Mar 2023 | 126,937 | 606,501 (0%) | 0% | 76.5 | 9,705,920 | Common Stock |
| Joseph R. Martinetto | MD and COO | 02 Mar 2023 | 44,199 | 0 (0%) | 0% | 76.5 | 3,379,566 | Common Stock | |
| Joseph R. Martinetto | MD and COO | 02 Mar 2023 | 93,109 | 93,109 (0%) | 0% | 0 | Common Stock | ||
| Bernard J. Clark | MD, Head of Adivsor Services | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2023 | 50,135 | 50,135 (0%) | 0% | 0 | Common Stock | |
| Bernard J. Clark | MD, Head of Adivsor Services | Payment of exercise price or tax liability using portion of securities received from the company at price $ 76.46 per share. | 02 Mar 2023 | 20,336 | 0 (0%) | 0% | 76.5 | 1,554,941 | Common Stock |