| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -625,000 | -1% | $0.000000 | 59,345,853 | 30 Apr 2025 | by Trust | |
| holding | SCHW | Common Stock | 30,641,981 | 30 Apr 2025 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 30 Apr 2025 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 7,422,852 | 30 Apr 2025 | by Spouse as Trustee |