| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -92,300 | -0.15% | $0.000000 | 61,515,993 | 02 Nov 2023 | by Trust | |
| holding | SCHW | Common Stock | 30,731,256 | 02 Nov 2023 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 02 Nov 2023 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,204,927 | 02 Nov 2023 | by Spouse as Trustee |