| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $5,796,461 | -81,400 | -0.25% | $71.21 | 31,911,256 | 06 Aug 2021 | by Limited Partnership | F1, F2 |
| transaction | SCHW | Common Stock | Sale | $2,013,760 | -28,000 | -0.09% | $71.92 | 31,883,256 | 09 Aug 2021 | by Limited Partnership | F1, F3 |
| holding | SCHW | Common Stock | 44,025 | 06 Aug 2021 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 872,955 | 06 Aug 2021 | by Spouse as Trustee | ||||||
| holding | SCHW | Common Stock | 84,792,802 | 06 Aug 2021 | by Trust |
| 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 $70.06 to $72.08. 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. |
| F3 | This transaction was executed in multiple trades at prices ranging from $71.53 to $72.125. 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. |