| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -92.3K | -0.15% | $0.00 | 61.5M | Nov 2, 2023 | by Trust | |
| holding | SCHW | Common Stock | 30.7M | Nov 2, 2023 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44K | Nov 2, 2023 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7.2M | Nov 2, 2023 | by Spouse as Trustee |