| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $418,656 | -5,176 | -30% | $80.88 | 12,073 | 16 Feb 2023 | Direct | F1, F2 |
| holding | SCHW | Common Stock | 2,534 | 16 Feb 2023 | by 401(k) | F3 | |||||
| holding | SCHW | Common Stock | 9,283 | 16 Feb 2023 | by IRA | F4 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $80.82 to $80.95. 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 | Includes 97.2084 shares acquired through dividend reinvestment. |
| F3 | Includes 21.6922 shares acquired through dividend reinvestment. |
| F4 | Includes 79.4817 shares acquired through dividend reinvestment. |