| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $10,147,844 | -123,900 | -0.21% | $81.90 | 60,161,458 | 21 Feb 2025 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | $8,236 | -100 | -0% | $82.36 | 60,161,358 | 21 Feb 2025 | by Trust | |
| transaction | SCHW | Common Stock | Gift | $0 | -62,500 | -0.1% | $0.000000 | 60,098,858 | 24 Feb 2025 | by Trust | |
| transaction | SCHW | Common Stock | Gift | $0 | -25,000 | -0.34% | $0.000000 | 7,347,842 | 24 Feb 2025 | by Spouse as Trustee | |
| holding | SCHW | Common Stock | 30,641,981 | 21 Feb 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 21 Feb 2025 | by 188 Corp |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $81.35 to $82.35. 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. |