| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $476,872 | -8,000 | -50% | $59.61 | 8,014 | 29 Aug 2023 | Direct | F1 |
| holding | SCHW | Common Stock | 146 | 29 Aug 2023 | by ESOP | F2 |
| Id | Content |
|---|---|
| F1 | The transaction was executed in multiple trades at prices ranging from $59.595 to $59.66. The price reported reflects the weighted average sale 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 | This information is based on a plan statement as of June 30, 2023. |