| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Award | $0 | +26,506 | +45% | $0.000000 | 85,598 | 01 Mar 2025 | Direct | F1 |
| transaction | SCHW | Common Stock | Tax liability | $891,390 | -11,277 | -13% | $79.04 | 74,321 | 03 Mar 2025 | Direct | F2 |
| holding | SCHW | Common Stock | 2,176 | 01 Mar 2025 | by ESPP | F3 |
| 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 | +39,216 | $0.000000 | 39,216 | 03 Mar 2025 | Common Stock | 39,216 | $78.12 | Direct | F4 |
| 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, 2024. |
| 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 March 1, 2025. |
| F4 | 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. |