| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -25,255 | -0.04% | $0.000000 | 69,157,467 | 03 Nov 2022 | by Trust | |
| transaction | SCHW | Common Stock | Sale | $10,322,663 | -130,297 | -0.19% | $79.22 | 69,027,170 | 04 Nov 2022 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | $377,010 | -4,703 | -0.01% | $80.16 | 69,022,467 | 04 Nov 2022 | by Trust | F2 |
| transaction | SCHW | Common Stock | Gift | $0 | -38,045 | -0.06% | $0.000000 | 68,984,422 | 07 Nov 2022 | by Trust | |
| holding | SCHW | Common Stock | 44,025 | 03 Nov 2022 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 31,207,606 | 03 Nov 2022 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 7,326,190 | 03 Nov 2022 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $79.00 to $79.995. 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 $80.00 to $80.35. 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. |