| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $5,025,700 | -65,360 | -0.11% | $76.89 | 60,741,536 | 14 May 2024 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | $4,533,709 | -58,065 | -0.1% | $78.08 | 60,683,471 | 15 May 2024 | by Trust | F2 |
| holding | SCHW | Common Stock | 30,641,981 | 14 May 2024 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 14 May 2024 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,372,842 | 14 May 2024 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $76.50 to $77.22. 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 $77.94 to $78.265. 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. |