| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Tax liability | $209,237 | -3,023 | -32% | $69.22 | 6,353 | 02 Jan 2024 | Direct | F1 |
| holding | SCHW | Common Stock | 1,730,199 | 02 Jan 2024 | by Trust | F2 | |||||
| holding | SCHW | Common Stock | 588,657 | 02 Jan 2024 | by Spouse as Trustee | F2 | |||||
| holding | SCHW | Common Stock | 2,798 | 02 Jan 2024 | by LLC |
| Id | Content |
|---|---|
| F1 | Shares withheld for taxes upon the settlement of restricted stock units granted to the reporting person. |
| F2 | Reflects a transfer of 7,799 shares, previously reported as owned by spouse as trustee, to a trust. |