| Ticker | Owner | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|---|
| SCHW | Bettinger Walter W | Co-Chairman | Jul 28 '26 | Option Exercise | 52.05 | 93,408 | 4,861,886 | 622,754 | Jul 29 |
| SCHW | Bettinger Walter W | Co-Chairman | Jul 28 '26 | Sale | 104.64 | 93,408 | 9,773,988 | 529,346 | Jul 29 |
| SCHW | Bettinger Walter W | Co-Chairman | Jul 27 '26 | Option Exercise | 52.05 | 192,488 | 10,019,000 | 721,834 | Jul 29 |
| SCHW | Bettinger Walter W | Co-Chairman | Jul 27 '26 | Sale | 103.90 | 192,488 | 19,999,927 | 529,346 | Jul 29 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 06 '26 | Option Exercise | 42.99 | 67,514 | 2,902,427 | 596,860 | Feb 10 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 06 '26 | Sale | 104.25 | 67,514 | 7,038,476 | 529,346 | Feb 10 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 04 '26 | Sale | 104.25 | 94,948 | 9,898,519 | 529,346 | Feb 05 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 04 '26 | Option Exercise | 42.99 | 94,948 | 4,081,815 | 624,294 | Feb 05 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 03 '26 | Sale | 103.90 | 162,462 | 16,879,887 | 529,346 | Feb 05 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 03 '26 | Option Exercise | 42.99 | 162,462 | 6,984,241 | 691,808 | Feb 05 |
| SCHW | Bettinger Walter W | Co-Chairman | Jul 29 '25 | Sale | 98.84 | 173,876 | 17,186,391 | 590,734 | Jul 31 |
| SCHW | Bettinger Walter W | Co-Chairman | May 19 '25 | Sale | 89.00 | 191,523 | 17,045,432 | 764,610 | May 20 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 12 '25 | Sale | 81.91 | 464,629 | 38,057,592 | 827,377 | Feb 14 |
| SCHW | Bettinger Walter W | Co-Chairman | Feb 12 '25 | Option Exercise | 26.39 | 464,629 | 12,261,559 | 1,292,006 | Feb 14 |