| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $5,000,425 | -66,225 | -0.11% | $75.51 | 60,972,476 | 03 May 2024 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | $5,026,474 | -65,790 | -0.11% | $76.40 | 60,906,686 | 06 May 2024 | by Trust | F2 |
| holding | SCHW | Common Stock | 30,641,981 | 03 May 2024 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 03 May 2024 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,372,842 | 03 May 2024 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $75.50 to $75.56. 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 $76.21 to $76.54. 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. |