| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $182,004 | -2,600 | -0.01% | $70.00 | 31,992,656 | 21 Jul 2021 | by Limited Partnership | F1, F2 |
| transaction | SCHW | Common Stock | Gift | $0 | -3,220 | -0% | $0.000000 | 84,792,802 | 20 Jul 2021 | by Trust | |
| holding | SCHW | Common Stock | 44,025 | 21 Jul 2021 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 872,955 | 21 Jul 2021 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 17, 2021. |
| F2 | This transaction was executed in multiple trades at prices ranging from $70.00 to $70.01. 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. |