| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Gift | $0 | +290,608 | +124% | $0.000000 | 525,805 | 31 Mar 2025 | Direct | |
| holding | SCHW | Common Stock | 295,320 | 31 Mar 2025 | by Spouse as Trustee | ||||||
| holding | SCHW | Common Stock | 7,867 | 31 Mar 2025 | By Spouse |