1st Quarter - Report

THE CHARLES SCHWAB CORPORATION for CHARLES SCHWAB CORPORATION

Firm
Client
Income
—
Expenses
$680,000
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. 3382, the Small Entity Update Act; Senate proposed version of the Digital Asset Market Clarity Act and draft versions of digital assets market structure legislation; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; SEC File No. S7-2026-01, Amendments to the Small Business and Small Organization Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act.; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to tokenized securities and broker-dealer liquidity; Issues related to escheatment.

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

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 3382 (119th), S. 1877 (119th), H.R. 2441 (119th)

Banking BAN

S. 2999/S. 4198 and H.R. 8087, the Main Street Depositor Protection Act; Issues related to the Liquidity Coverage Ratio.

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

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 8087 (119th), S. 2999 (119th), S. 4198 (119th)

Retirement RET

Issues related to relationship pricing in retirement plans.

LobbyistCovered position, as disclosed
SCOTT ECKEL —

Contacted: Labor, Dept of (DOL)

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.