| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $5,404,302 | -60,000 | -0.19% | $90.07 | 30,895,178 | 10 Jan 2022 | by Limited Partnership | F1, F2, F3 |
| holding | SCHW | Common Stock | 44,025 | 10 Jan 2022 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 6,794,567 | 10 Jan 2022 | by Spouse as Trustee | ||||||
| holding | SCHW | Common Stock | 75,890,882 | 10 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 $89.06 to $92.11. 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 | Includes 2,560,000 shares that were inadvertently omitted from Forms 4 filed on December 17, 2021, December 20, 2021, December 22, 2021, December 28, 2021, and January 4, 2022. |