| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $125K | +5.01K | +210.19% | $25.01 | 7.4K | Apr 16, 2024 | Direct | F1 |
| transaction | SCHW | Common Stock | Sale | -$356K | -5.01K | -21.21% | $71.11 | 18.6K | Apr 16, 2024 | by Trust | F1, F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Nonqualified Stock Option (right to buy) | Options Exercise | $0 | -5.01K | -100% | $0.00* | 0 | Apr 16, 2024 | Common Stock | 5.01K | $25.01 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Reflects the contribution of 5,011 shares received upon exercise of the option to a family trust. |
| F2 | The transaction was executed in multiple trades at prices ranging from $71.09 to $71.145. 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 transfer of shares and prices at which the transaction was effected. |
| F3 | The option was granted under the company's 2013 Stock Incentive Plan and vested 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |
Exhibit 24 - Power of Attorney