| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SCHW | Common Stock | Options Exercise | $267K | +8.55K | +1303.05% | $31.21 | 9.2K | Jan 23, 2025 | Direct | F1 |
| transaction | SCHW | Common Stock | Sale | -$699K | -8.55K | -31.47% | $81.82 | 18.6K | Jan 23, 2025 | by Trust | F1, 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 | -8.55K | -100% | $0.00 | 0 | Jan 23, 2025 | Common Stock | 8.55K | $31.21 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Reflects the contribution of 8,548 shares received upon exercise of the option to a family trust. |
| F2 | This transaction was executed in multiple trades at prices ranging from $81.78 to $81.87. 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 number of shares and prices at which the transaction was effected. |
| F3 | The option was granted under the company's 2013 Stock Incentive Plan and vested 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date. |