| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Purchase | $620,454 | +10,000 | +7.5% | $62.05 | 144,228 | 17 Jul 2024 | Direct | F1 |
| holding | SCHW | Common Stock | 3,942 | 17 Jul 2024 | by ESPP | F2 |
| Id | Content |
|---|---|
| F1 | This transaction was executed in multiple trades at prices ranging from $62.02 to $62.06. The price reported reflects the weighted average purchase 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 number of shares and prices at which the transaction was effected. |
| F2 | This information is based on a plan statement as of June 30, 2024. |