| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $3,779,211 | -58,500 | -0.1% | $64.60 | 61,192,538 | 22 Feb 2024 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | $3,786,196 | -58,500 | -0.1% | $64.72 | 61,134,038 | 23 Feb 2024 | by Trust | F2 |
| holding | SCHW | Common Stock | 30,731,256 | 22 Feb 2024 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 22 Feb 2024 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,372,842 | 22 Feb 2024 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $64.355 to $64.90. 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 | This transaction was executed in multiple trades at prices ranging from $64.595 to $64.99. 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. |