Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2024 | 358,483 | $25,933 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 293,222 | $20,174 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 353,200 | $19,391 | $58.47 | $51.87 - $66.42 |
| Q1 2023 | 216,864 | $11,359 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 400,075 | $33,310 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 1,062,681 | $76,375 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 1,071,324 | $67,686 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 919,543 | $77,527 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 139,989 | $11,773 | $76.51 | $68.06 - $81.82 |
| Q1 2021 | 622,247 | $40,558 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 970,589 | $51,480 | $42.34 | $33.66 - $49.96 |
| Q3 2020 | 715,392 | $25,919 | $32.40 | $30.32 - $34.43 |
| Q2 2020 | 572,109 | $19,303 | $33.18 | $29.17 - $42.57 |
| Q1 2020 | 572,109 | $19,234 | $38.68 | $25.86 - $45.76 |
| Q4 2019 | 698,721 | $33,231 | $40.49 | $31.69 - $47.52 |
| Q3 2019 | 532,747 | $22,285 | $36.91 | $32.85 - $40.64 |
| Q2 2019 | 298,924 | $12,014 | $39.68 | $34.96 - $42.48 |
| Q1 2019 | 298,924 | $12,782 | $40.95 | $36.65 - $43.66 |
| Q4 2018 | 298,924 | $12,414 | $40.90 | $34.25 - $47.37 |
| Q3 2018 | 66,503 | $3,269 | $46.06 | $44.29 - $48.86 |
| Q2 2018 | 66,503 | $3,398 | $49.84 | $44.72 - $54.23 |
| Q1 2018 | 270,320 | $14,116 | $48.14 | $43.19 - $52.24 |
| Q4 2017 | 270,320 | $13,886 | $42.12 | $37.80 - $47.12 |
| Q3 2017 | 270,320 | $11,824 | $37.16 | $34.09 - $39.72 |
| Q2 2017 | 446,783 | $19,194 | $35.76 | $33.15 - $39.42 |
| Q1 2017 | 405,033 | $16,529 | $36.81 | $33.56 - $38.94 |
| Q4 2016 | 352,792 | $13,925 | $31.79 | $27.24 - $36.13 |
| Q3 2016 | 370,175 | $11,686 | $26.03 | $21.12 - $28.32 |
| Q2 2016 | 421,906 | $10,678 | $25.16 | $21.29 - $27.54 |
| Q1 2016 | 737,350 | $20,661 | $23.31 | $19.02 - $28.42 |
| Q4 2015 | 703,172 | $23,155 | $27.89 | $23.24 - $30.44 |
| Q3 2015 | 775,016 | $22,134 | $28.23 | $23.85 - $31.44 |
| Q2 2015 | 233,791 | $7,633,000 | $27.75 | $25.54 - $29.68 |