| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $4,399,953 | -55,598 | -0.09% | $79.14 | 59,968,250 | 27 Feb 2025 | by Trust | F1, F2 |
| holding | SCHW | Common Stock | 30,641,981 | 27 Feb 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 27 Feb 2025 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,422,852 | 27 Feb 2025 | by Spouse as Trustee | F2 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $79.00 to $79.33. 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 | Reflects a transfer of shares between trusts. |