| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | -$1.05M | -16.4K | -0.03% | $63.94 | 61.3M | Jan 24, 2024 | by Trust | F1, F2 |
| holding | SCHW | Common Stock | 30.7M | Jan 24, 2024 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44K | Jan 24, 2024 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7.37M | Jan 24, 2024 | by Spouse as Trustee | F2 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $63.875 to $64.00. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| F2 | Reflects a transfer of shares between trusts. |