| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Purchase | $200,396 | +3,700 | +78% | $54.16 | 8,455 | 17 Mar 2023 | by Trust | F1, F2 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $54.09 to $54.29. The price reported reflects the weighted average purchase 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 4,755 shares previously owned directly that were contributed to a trust on November 7, 2022 and are now owned indirectly. |