Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2024 | 3,932 | $0 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 4,082 | $0 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 5,365 | $0 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 9,565 | $1 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 11,065 | $1 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 13,471 | $1 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 8,395 | $1 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 14,194 | $1,020 | $66.19 | $56.71 - $73.90 |
| Q1 2022 | 16,561 | $1,396 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 18,561 | $1,561 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 19,086 | $1,390 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 19,554 | $1,424 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 19,595 | $1,277 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 13,715 | $727 | $42.34 | $33.66 - $49.96 |
| Q1 2019 | 40,725 | $1,741 | $40.95 | $36.65 - $43.66 |
| Q4 2018 | 51,675 | $2,146 | $40.90 | $34.25 - $47.37 |
| Q3 2018 | 51,175 | $2,515 | $46.06 | $44.29 - $48.86 |
| Q2 2018 | 44,875 | $2,293 | $49.84 | $44.72 - $54.23 |
| Q1 2018 | 47,900 | $2,501 | $48.14 | $43.19 - $52.24 |
| Q4 2017 | 53,000 | $2,723 | $42.12 | $37.80 - $47.12 |
| Q3 2017 | 57,550 | $2,517 | $37.16 | $34.09 - $39.72 |
| Q2 2017 | 56,200 | $2,414 | $35.76 | $33.15 - $39.42 |
| Q1 2017 | 56,225 | $2,295 | $36.81 | $33.56 - $38.94 |
| Q4 2016 | 57,350 | $2,264 | $31.79 | $27.24 - $36.13 |
| Q3 2016 | 13,300 | $420 | $26.03 | $21.12 - $28.32 |
| Q2 2016 | 13,700 | $347 | $25.16 | $21.29 - $27.54 |
| Q1 2016 | 13,700 | $384 | $23.31 | $19.02 - $28.42 |
| Q4 2015 | 13,700 | $451 | $27.89 | $23.24 - $30.44 |
| Q3 2015 | 13,800 | $394 | $28.23 | $23.85 - $31.44 |
| Q2 2015 | 13,800 | $451 | $27.75 | $25.54 - $29.68 |
| Q1 2015 | 11,700 | $356 | $25.40 | $22.26 - $27.83 |
| Q4 2014 | 11,700 | $353 | $24.85 | $20.39 - $27.03 |
| Q3 2014 | 11,700 | $344 | $24.70 | $23.04 - $27.07 |
| Q2 2014 | 11,700 | $315 | $22.85 | $21.38 - $24.38 |
| Q1 2014 | 11,700 | $320 | $22.70 | $20.43 - $25.33 |
| Q4 2013 | 11,300 | $294 | $20.66 | $17.68 - $22.62 |
| Q3 2013 | 10,300 | $218 | $18.79 | $17.73 - $19.71 |