| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $216,359 | +6,897 | +545% | $31.37 | 8,162 | 22 Apr 2025 | Direct | F1 |
| transaction | SCHW | Common Stock | Sale | $529,448 | -6,897 | -0.44% | $76.76 | 1,545,594 | 22 Apr 2025 | by Trust | F2 |
| holding | SCHW | Common Stock | 505,729 | 22 Apr 2025 | by Spouse as Trustee | ||||||
| holding | SCHW | Common Stock | 2,798 | 22 Apr 2025 | by LLC |
| 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 | -6,897 | -100% | $0.000000 | 0 | 22 Apr 2025 | Common Stock | 6,897 | $31.37 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Reflects the contribution of the shares received upon exercise of the option to a revocable trust. |
| F2 | The transaction was executed in multiple trades at prices ranging from $76.69 to $76.845. 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. |
| F3 | The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. |