| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Award | $0 | +31,514 | +41% | $0.000000 | 107,872 | 02 Mar 2023 | Direct | F1 |
| transaction | SCHW | Common Stock | Tax liability | $1,030,791 | -13,481 | -12% | $76.46 | 94,391 | 02 Mar 2023 | Direct | F2 |
| holding | SCHW | Common Stock | 3,519 | 02 Mar 2023 | by ESPP |
| 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. |