| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | $0 | -71.2K | -100% | $0.00* | 0 | Feb 15, 2024 | Common Stock | 71.2K | $25.86 | Direct | F4 |
| Id | Content |
|---|---|
| F1 | Reflects the contribution of 71,226 shares received upon exercise of the option to a living trust. |
| F2 | This transaction was executed in multiple trades at prices ranging from $64.87 to $65.09. 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. |
| F3 | Reflects a transfer of shares between trusts. |
| F4 | This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on March 3, 2015. |