The financial report for the calendar quarter, including the monthly summary of Schwab`s customer and asset collection activities, is submitted on or about the eleventh business day of the month following the end of each quarter. At this time, the Company does not hold conference calls to publish the results. October 2021: Schwab`s board members discuss the company`s financial performance and objectives with financial analysts and institutional investors. Extensible Business Reporting Language (XBRL) is an XML-based language for the electronic transmission of business and financial data. XBRL is not an accounting standard; it is simply a standard for the transmission of commercial and financial data. Forms 10-K, 10-Q and 8-K are filed with the Securities and Exchange Commission. Schwab`s annual report and proxy circular also contain financial information for the end of the year. For more information about the ultimate parent company of Charles Schwab & Co., Inc., write to The Charles Schwab Corporation, Investor Relations, 3000 Schwab Way, Westlake, TX 76262; Call 415-667-7000; Email: investor.relations@schwab.com. ETF Movers: Includes ETFs and ETNs with a volume of at least 50,000. Sources: FactSet, Dow Jones. For the latest monthly report on other client activities, > Markets Diary: Data on the U.S. overview page represents trading in all U.S. markets and is updated to 20 p.m.m.

See the Closing Diaries table for 4 P.m. closing data. Sources: FactSet, Dow Jones VIEW DETAILS OF MUTUAL FUND AND EXCHANGE-TRADED FUNDS NET FLOW. Our most recent FILINGS with the SEC include Form 10-Q, Form 10-K, and Form 8-K. Historical filings are available in the SEC`s Edgar Database. This is an EDGAR database maintained by the U.S. Securities and Exchange Commission. This link is provided for informational purposes only and you should not treat this information as a recommendation or investment advice from Charles Schwab Corporation or any of its subsidiaries, including Charles Schwab & Co., Inc. and Charles Schwab Investment Management, Inc. Nor should you consider this information to be a solicitation or offer to buy or sell any securities. Cryptocurrencies: The prices of cryptocurrencies are updated in real time. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies).

Q4 2021 earnings/December Monthly Activity Report. (Usually reported on or about the 11th business day, before launch) – For Schwab, the 11th business day is January 18. If a user or application submits more than 10 requests per second, other requests from the IP address may be limited for a short time. Once the request rate has fallen below the threshold for 10 minutes, the user can continue to access the content on SEC.gov. This SEC practice is designed to limit excessive automated searches to SEC.gov and is not intended or should not affect anyone browsing the site SEC.gov. Note that this policy may change if the SEC manages to SEC.gov to ensure that the site operates efficiently and remains available to all users. . The data is provided „as is“ for informational purposes only and is not intended for commercial purposes.

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Sources: FactSet, Tullett Prebon Notes: Weekly averages are updated after 1:00 p.m. Pacific Time on the second business day of the following week.m. These preliminary estimates are intended to provide an indicative view of clients` trading activity over a given weekly period. These estimates are subject to change and may be updated based on additional information. Schwab sends its annual report and proxy circular to shareholders each year at the end of March. .