Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 27,000 | $2,114 | $77.67 | $68.85 - $83.48 |
| Q3 2024 | 24,000 | $1,555 | $64.56 | $59.83 - $75.21 |
| Q1 2024 | 15,000 | $1,085 | $64.26 | $58.09 - $71.29 |