| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Sale | $3,045,595 | -43,000 | -51% | $70.83 | 41,414 | 16 Apr 2024 | by Trust | F1, F2 |
| holding | SCHW | Common Stock | 0 | 16 Apr 2024 | Direct | F2 | |||||
| holding | SCHW | Common Stock | 259,786 | 16 Apr 2024 | by LLC | ||||||
| holding | SCHW | Common Stock | 673 | 16 Apr 2024 | by ESOP | F3 |
| Id | Content |
|---|---|
| F1 | The transaction was executed in multiple trades at prices ranging from $70.61 to $71.00. 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 transfer of shares and prices at which the transaction was effected. |
| F2 | Reflects the transfer of 84,414 shares previously reported as directly held to a trust. |
| F3 | This information is based on a plan statement as of March 31, 2024. |