Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 144,760 | $14,463 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 142,211 | $13,577 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 1,748,922 | $159,572 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 374,453 | $29,312 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 86,640 | $6,412 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 105,000 | $6,805 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 306,575 | $22,592 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 63,681 | $4,607 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 64,137 | $4,413 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 10,837 | $595 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 10,837 | $614 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 10,837 | $568 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 10,837 | $902 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 10,976 | $789 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 10,837 | $685 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 2,795,422 | $232,444 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 872,193 | $74,462 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 422,152 | $32,016 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 2,001,194 | $146,282 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 393,384 | $25,592 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 10,837 | $576 | $42.34 | $33.66 - $49.96 |
| Q1 2020 | 95,000 | $3,284 | $38.68 | $25.86 - $45.76 |
| Q3 2018 | 306 | $15 | $46.06 | $44.29 - $48.86 |
| Q1 2018 | 99,600 | $5,226 | $48.14 | $43.19 - $52.24 |
| Q4 2017 | 998,200 | $51,065 | $42.12 | $37.80 - $47.12 |
| Q3 2017 | 63,162 | $2,679 | $37.16 | $34.09 - $39.72 |
| Q2 2017 | 103,077 | $4,367 | $35.76 | $33.15 - $39.42 |
| Q1 2017 | 150,254 | $6,009 | $36.81 | $33.56 - $38.94 |
| Q4 2016 | 222,893 | $6,776 | $31.79 | $27.24 - $36.13 |
| Q3 2016 | 222,712 | $6,929 | $26.03 | $21.12 - $28.32 |
| Q2 2016 | 275,364 | $6,888 | $25.16 | $21.29 - $27.54 |
| Q1 2014 | 740,700 | $20,163 | $22.70 | $20.43 - $25.33 |