| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $7,700,804 | -95,030 | -0.16% | $81.04 | 60,002,584 | 13 Feb 2023 | by Trust | F1 |
| transaction | SCHW | Common Stock | Gift | $0 | -62,500 | -0.1% | $0.000000 | 59,940,084 | 13 Feb 2023 | by Trust | |
| transaction | SCHW | Common Stock | Sale | $2,320,756 | -28,775 | -0.05% | $80.65 | 59,911,309 | 14 Feb 2023 | by Trust | F2 |
| holding | SCHW | Common Stock | 30,731,256 | 13 Feb 2023 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 13 Feb 2023 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 9,216,012 | 13 Feb 2023 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $80.82 to $81.17. 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 $80.59 to $80.775. 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. |