| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $614,713 | +14,643 | $41.98 | 14,643 | 22 Jan 2025 | Direct | ||
| transaction | SCHW | Common Stock | Sale | $1,181,709 | -14,643 | -100% | $80.70 | 0 | 22 Jan 2025 | Direct | F1 |
| holding | SCHW | Common Stock | 150 | 22 Jan 2025 | by ESOP | F2 | |||||
| holding | SCHW | Common Stock | 125 | 22 Jan 2025 | by ESPP | F2 |
| 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) | Options Exercise | $0 | -14,643 | -100% | $0.000000 | 0 | 22 Jan 2025 | Common Stock | 14,643 | $41.98 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | The transaction was executed in multiple trades at prices ranging from $80.505 to $80.95. 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 | This information is based on a plan statement as of December 31, 2024. |
| F3 | This option was granted under the company's 2013 Stock Incentive Plan and vested in four annual installments beginning on March 2, 2020. |