Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 756,888 | $75,621 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 763,700 | $72,910 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 784,765 | $71,602 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 794,700 | $62,209 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 798,079 | $59,066 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 798,575 | $51,756 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 794,479 | $58,545 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 800,124 | $57,881 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 708,725 | $48,760 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 714,506 | $39,226 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 697,412 | $39,529 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 647,328 | $33,907 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 649,742 | $54,098 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 514,305 | $36,963 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 514,187 | $32,486 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 464,577 | $39,168 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 558,340 | $46,956 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 574,845 | $41,872 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 593,357 | $43,202 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 617,217 | $40,230 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 627,855 | $33,301 | $42.34 | $33.66 - $49.96 |
| Q3 2020 | 641,880 | $23,255 | $32.40 | $30.32 - $34.43 |
| Q2 2020 | 644,690 | $21,752 | $33.18 | $29.17 - $42.57 |
| Q1 2020 | 665,195 | $22,364 | $38.68 | $25.86 - $45.76 |
| Q4 2019 | 655,645 | $31,182 | $40.49 | $31.69 - $47.52 |
| Q3 2019 | 684,935 | $28,651 | $36.91 | $32.85 - $40.64 |
| Q2 2019 | 632,035 | $25,402 | $39.68 | $34.96 - $42.48 |
| Q1 2019 | 520,744 | $22,267 | $40.95 | $36.65 - $43.66 |
| Q4 2018 | 448,670 | $18,633 | $40.90 | $34.25 - $47.37 |
| Q2 2014 | 9,800 | $264 | $22.85 | $21.38 - $24.38 |
| Q1 2014 | 10,600 | $290 | $22.70 | $20.43 - $25.33 |
| Q4 2013 | 14,950 | $389 | $20.66 | $17.68 - $22.62 |
| Q3 2013 | 15,050 | $318 | $18.79 | $17.73 - $19.71 |
| Q2 2013 | 15,550 | $330 | $15.92 | $13.80 - $18.50 |