| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Purchase | $50,440 | +833 | +33% | $60.55 | 3,386 | 17 Aug 2023 | by 401(k) | F1, F2 |
| holding | SCHW | Common Stock | 14,641 | 17 Aug 2023 | Direct | F3 | |||||
| holding | SCHW | Common Stock | 9,356 | 17 Aug 2023 | by IRA | F4 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $60.535 to $60.58. 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 11.8206 shares acquired through dividend reinvestment. |
| F3 | Includes 33.5462 shares acquired through dividend reinvestment. |
| F4 | Includes 43.3115 shares acquired through dividend reinvestment. |