Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 19,344 | $1,933 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 19,119 | $1,825 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 19,119 | $1,744 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 19,543 | $1,530 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 16,575 | $1,227 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 16,575 | $1,074 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 16,075 | $1,185 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 16,075 | $1,163 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 15,375 | $1,058 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 15,525 | $852 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 12,150 | $689 | $50.45 | $43.84 - $55.82 |
| Q4 2022 | 193 | $16 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 150 | $11 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 150 | $9 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 108 | $9 | $83.37 | $70.80 - $91.11 |