| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Award | $0 | +251K | +38.28% | $0.00 | 908K | Mar 1, 2024 | Direct | F1 |
| transaction | SCHW | Common Stock | Tax liability | -$7M | -105K | -11.61% | $66.36 | 802K | Mar 1, 2024 | Direct | F2 |
| holding | SCHW | Common Stock | 6.53K | Mar 1, 2024 | by ESOP | F3 | |||||
| holding | SCHW | Common Stock | 3.68K | Mar 1, 2024 | by ESPP | ||||||
| holding | SCHW | Common Stock | 2.51K | Mar 1, 2024 | by Spouse | 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 | +382K | $0.00 | 382K | Mar 1, 2024 | Common Stock | 382K | $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 | This information is based on a plan statement as of December 31, 2023. |
| F4 | Includes 50.3467 shares acquired through dividend reinvestment.. |
| F5 | The 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