3rd Quarter - Report

THE CHARLES SCHWAB CORPORATION for CHARLES SCHWAB CORPORATION

Firm
Client
Income
—
Expenses
$480,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act; H.R. 3382/S. 2924, the Small Business Entity Update Act (HR 3382/S 2924); File No. S7-2026-25/RIN 3235-AN57, SECs Proposed Regulation E-Delivery; SEC Release No. 34-106402/File No. 4-927, the Innovation Exemption and other legislative and regulatory proposals related to the tokenization of securities; Issues related to fraud in micro-cap securities; Issues related to Trump Accounts, including the rollover of accounts to other financial providers; Issues related to escheatment.

LobbyistCovered position, as disclosed
SCOTT ECKEL —
PETER S. ROBERSON —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Bills named: H.R. 3633 (119th), H.R. 3382 (119th), S. 2924 (119th)

Retirement RET

S. 5204/H.R 10039, the Simplifying Modern Access to Retirement Tools for Savings (SMART Savings) Act; H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; H.R. 1013/S. 424, the Retirement Fairness for Charities and Educational Institutions Act; Issues related to the possible expansion of the Savers Match.

LobbyistCovered position, as disclosed
SCOTT ECKEL —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of; Labor, Dept of (DOL)

Bills named: H.R. 10039 (119th), H.R. 8338 (119th), S. 424 (119th), S. 5204 (119th), H.R. 1013 (119th)

Communications/Broadcasting/Radio/TV COM

General discussion of the need for a federal privacy standard.

LobbyistCovered position, as disclosed
SCOTT ECKEL —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.