| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -6,500,261 | -10% | $0.000000 | 56,099,757 | 27 Dec 2022 | by Trust | |
| holding | SCHW | Common Stock | 31,111,456 | 27 Dec 2022 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 27 Dec 2022 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 13,339,654 | 27 Dec 2022 | by Spouse as Trustee |