| Date | Insider | Title | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | M | 21,750 | $0.0000 | $0.00 |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | S | 21,750 | $102.0102 | $2.22M |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | M | 21,750 | $46.8100 | $1.02M |
| Jul 7, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | S | 2,000 | $102.0089 | $204.02K |
| Jul 6, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | S | 2,000 | $100.0074 | $200.01K |
| Jul 2, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | S | 2,000 | $97.0297 | $194.06K |
| Jul 1, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | F | 1,036 | $92.7250 | $96.06K |
| Jul 1, 2026 | Brown Marianne Catherine | Director | A | 418 | – | – |
| Jul 1, 2026 | Ruffel Charles A. | Director | A | 1,280 | $0.0000 | $0.00 |
| Jul 1, 2026 | HERRINGER FRANK C | Director | A | 457 | – | – |
| Jul 1, 2026 | Ellis Stephen A | Director | A | 379 | – | – |
| Jun 23, 2026 | Ellis Stephen A | Director | M | 2,258 | $0.0000 | $0.00 |
| Jun 23, 2026 | Ellis Stephen A | Director | M | 2,258 | $25.1100 | $56.70K |
| Jun 3, 2026 | Verdeschi Michael D | CFO | F | 6,519 | $87.4200 | $569.89K |
| May 28, 2026 | Wurster Richard A | President & CEO | P | 21,959 | $84.2257 | $1.85M |
| May 26, 2026 | Sarin Arun | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | Sarin Arun | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | Ellis Stephen A | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | Ellis Stephen A | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | HERRINGER FRANK C | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | HERRINGER FRANK C | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | SNEED PAULA A | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | SNEED PAULA A | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | DODDS CHRISTOPHER V | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | DODDS CHRISTOPHER V | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | Brown Marianne Catherine | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | Brown Marianne Catherine | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | Dea Joan | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | Dea Joan | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | Schwab-Pomerantz Carolyn | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | Schwab-Pomerantz Carolyn | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | Ruffel Charles A. | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | Ruffel Charles A. | Director | A | 1,602 | $0.0000 | $0.00 |
| May 26, 2026 | ADAMS JOHN K JR | Director | A | 3,977 | $0.0000 | $0.00 |
| May 26, 2026 | ADAMS JOHN K JR | Director | A | 1,602 | $0.0000 | $0.00 |
| May 22, 2026 | Schwab Charles R. | Co-Chairman | G | 210,000 | $0.0000 | $0.00 |
| May 21, 2026 | Dea Joan | Director | G | 835 | $0.0000 | $0.00 |
| May 19, 2026 | Schwab Charles R. | Co-Chairman | S | 27,500 | $92.2228 | $2.54M |
| May 18, 2026 | Schwab Charles R. | Co-Chairman | S | 27,500 | $92.4003 | $2.54M |
| May 15, 2026 | Schwab Charles R. | Co-Chairman | G | 5,300 | $0.0000 | $0.00 |
| May 13, 2026 | Sarin Arun | Director | M | 7,866 | $0.0000 | $0.00 |
| May 13, 2026 | Sarin Arun | Director | S | 2,500 | $91.1640 | $227.91K |
| May 13, 2026 | Sarin Arun | Director | M | 7,866 | $28.9600 | $227.80K |
| May 6, 2026 | Schwab Charles R. | Co-Chairman | S | 109,300 | $92.0132 | $10.06M |
| May 5, 2026 | Schwab-Pomerantz Carolyn | Director | M | 9,910 | $0.0000 | $0.00 |
| May 5, 2026 | Schwab-Pomerantz Carolyn | Director | S | 9,910 | $92.2916 | $914.61K |
| May 5, 2026 | Schwab-Pomerantz Carolyn | Director | M | 9,910 | $31.6500 | $313.65K |
| May 4, 2026 | Schwab Charles R. | Co-Chairman | S | 109,300 | $91.5043 | $10.00M |
| May 1, 2026 | Schwab Charles R. | Co-Chairman | S | 55,000 | $91.8577 | $5.05M |
| Apr 30, 2026 | Schwab Charles R. | Co-Chairman | S | 50,000 | $91.8082 | $4.59M |