| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $208,776 | +16,491 | +12% | $12.66* | 151,877 | 08 Feb 2022 | by Trust | |
| transaction | SCHW | Common Stock | Tax liability | $208,712 | -2,209 | -1.5% | $94.48 | 149,668 | 08 Feb 2022 | by Trust | |
| holding | SCHW | Common Stock | 4,997 | 08 Feb 2022 | Direct | ||||||
| holding | SCHW | Common Stock | 50,625 | 08 Feb 2022 | By Spouse |
| 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 | -16,491 | -100% | $0.000000* | 0 | 08 Feb 2022 | Common Stock | 16,491 | $12.66 | Direct | F1 |
| Id | Content |
|---|---|
| F1 | Date first exercisable was 5/21/2013. |