| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Award | $0 | +111,730 | $0.000000 | 111,730 | 02 Mar 2023 | Direct | F1 | |
| transaction | SCHW | Common Stock | Tax liability | $3,507,411 | -45,871 | -100% | $76.46 | 0 | 02 Mar 2023 | Direct | F2, F3 |
| holding | SCHW | Common Stock | 59,939,193 | 02 Mar 2023 | by Trust | F3 | |||||
| holding | SCHW | Common Stock | 30,731,256 | 02 Mar 2023 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 44,025 | 02 Mar 2023 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 9,216,012 | 02 Mar 2023 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2022. |
| F2 | The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. |
| F3 | Reflects the contribution of the shares acquired on the vesting of and withholding related to the PBRSUs to a living trust. |