| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Award | $0 | +155,296 | $0.000000 | 155,296 | 01 Mar 2024 | Direct | F1 | |
| transaction | SCHW | Common Stock | Tax liability | $4,703,460 | -70,882 | -46% | $66.36 | 84,414 | 01 Mar 2024 | Direct | F2 |
| holding | SCHW | Common Stock | 259,786 | 01 Mar 2024 | by LLC | F3 | |||||
| holding | SCHW | Common Stock | 670 | 01 Mar 2024 | by ESOP | F4 |
| 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 | +129,911 | $0.000000 | 129,911 | 01 Mar 2024 | Common Stock | 129,911 | $66.47 | Direct | F5 |
| Id | Content |
|---|---|
| F1 | Shares acquired on the vesting of performance-based restricted stock units ("PBRSUs") granted under the company's 2013 Stock Incentive Plan, reflecting the achievement by the reporting person of the performance goal over a three-year performance period ended December 31, 2023. |
| F2 | The company withheld shares of common stock from the reporting person to pay the tax withholding obligations related to the vesting of the PBRSUs. |
| F3 | Reflects the transfer of 259,786 shares previously held by a trust to an LLC. |
| F4 | This information is based on a plan statement as of December 31, 2023. |
| F5 | This option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |
Exhibit 24 - Power of Attorney