| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $5,090,124 | -60,000 | -0.21% | $84.84 | 28,395,178 | 03 Jan 2022 | by Limited Partnership | F1, F2 |
| holding | SCHW | Common Stock | 44,025 | 03 Jan 2022 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 1,769,005 | 03 Jan 2022 | by Spouse as Trustee | ||||||
| holding | SCHW | Common Stock | 80,489,144 | 03 Jan 2022 | 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 November 19, 2021. |
| F2 | This transaction was executed in multiple trades at prices ranging from $84.18 to $85.365. 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. |