| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $477,420 | -5,865 | -0.01% | $81.40 | 60,409,358 | 18 Feb 2025 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | $10,163,449 | -124,000 | -0.21% | $81.96 | 60,285,358 | 19 Feb 2025 | by Trust | F2 |
| holding | SCHW | Common Stock | 30,641,981 | 18 Feb 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 18 Feb 2025 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,372,842 | 18 Feb 2025 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $81.35 to $81.485. 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 $81.725 to $82.21. 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. |