Schwab Charles R. - Mar 2, 2023 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Role: Co-Chairman, Director
Signature: /s/ Kristopher R. Tate, Attorney-in-fact
Stock symbol: SCHW
Transactions as of: Mar 2, 2023
Transactions value $: -$3,507,411
Form type: 4
Date filed: 3/6/2023, 08:08 PM
Previous filing: Mar 3, 2023
Next filing: May 24, 2023
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	SCHW	Common Stock	Award	$0	+112K		$0.00	112K	Mar 2, 2023	Direct	F1
transaction	SCHW	Common Stock	Tax liability	-$3.51M	-45.9K	-100%	$76.46	0	Mar 2, 2023	Direct	F2, F3
holding	SCHW	Common Stock						59.9M	Mar 2, 2023	by Trust	F3
holding	SCHW	Common Stock						30.7M	Mar 2, 2023	by Limited Partnership
holding	SCHW	Common Stock						44K	Mar 2, 2023	by 188 Corp
holding	SCHW	Common Stock						9.22M	Mar 2, 2023	by Spouse as Trustee

Showing 1 to 6 of 6 entries

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

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.