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SCHWAB CHARLES CORP

For the period ended Mar 31, 2026. Filed May 8, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Mar 31, 2026 · Filed May 8, 2026

SCHW$92.73+1.4%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Item 5. Other Information

During the three months ended March 31, 2026, certain of our officers adopted orterminated trading arrangements for the sale of shares of our common stock as follows:

Plans
ActionDateRule 10b5-1 (1)Non-Rule 10b5-1 (2)Number of Securities to be SoldLatestExpiration (3)
Jonathan S. Beatty, Managing Director and Head of Advisor ServicesAdoption2/27/2026x—8,00012/31/26

(1)Intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

(2)Not intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

(3) Plans expire at the close of trading on the date presented or at such earlier date upon the completion of all trades under the plan (or the expiration of the orders relating to such trades without execution).

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.