Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 151,730 | $15,159 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 244,307 | $23,324 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 172,962 | $15,781 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 80,370 | $6,291 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 7,921 | $586 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 32,626 | $2,114 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 31,434 | $2,316 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 5,998 | $434 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 143,474 | $9,871 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 12,772 | $701 | $58.47 | $51.87 - $66.42 |
| Q1 2023 | 296,284 | $15,519 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 68,625 | $5,714 | $74.21 | $62.42 - $79.82 |