| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | -35,620 | -0.05% | $0.000000 | 75,162,323 | 18 Feb 2022 | by Trust | |
| transaction | SCHW | Common Stock | Sale | $6,740,933 | -78,430 | -0.1% | $85.95 | 75,083,893 | 22 Feb 2022 | by Trust | F1 |
| transaction | SCHW | Common Stock | Sale | $6,738,023 | -78,430 | -0.1% | $85.91 | 75,005,463 | 22 Feb 2022 | by Trust | F2 |
| holding | SCHW | Common Stock | 44,025 | 22 Feb 2022 | by 188 Corp | ||||||
| holding | SCHW | Common Stock | 30,895,178 | 22 Feb 2022 | by Limited Partnership | ||||||
| holding | SCHW | Common Stock | 6,794,567 | 22 Feb 2022 | by Spouse as Trustee |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $85.515 to $86.135. 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. |
| F2 | This transaction was executed in multiple trades at prices ranging from $85.45 to $86.09. 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. |