| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $1,087,649 | +13,585 | +19% | $80.06 | 85,854 | 01 Mar 2022 | by Trust | F1 |
| holding | SCHW | Common Stock | 59,931 | 01 Mar 2022 | Direct | ||||||
| holding | SCHW | Common Stock | 3,615 | 01 Mar 2022 | by 401(k) | ||||||
| holding | SCHW | Common Stock | 648 | 01 Mar 2022 | by ESOP |
| 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) | Award | $0 | +53,668 | $0.000000 | 53,668 | 01 Mar 2022 | Common Stock | 53,668 | $77.86 | Direct | F2 |
| Id | Content |
|---|---|
| F1 | Shares acquired on the vesting of restricted stock units. |
| F2 | The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |