Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 120 | $12 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 120 | $11 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 120 | $11 | $83.15 | $65.30 - $90.85 |
| Q4 2024 | 120 | $9 | $73.82 | $61.44 - $82.34 |
| Q2 2024 | 120 | $9 | $72.33 | $67.90 - $77.95 |
| Q1 2016 | 126,300 | $3,539 | $23.31 | $19.02 - $28.42 |
| Q4 2015 | 16,300 | $537 | $27.89 | $23.24 - $30.44 |
| Q3 2015 | 40,900 | $1,168 | $28.23 | $23.85 - $31.44 |
| Q2 2015 | 40,900 | $1,335 | $27.75 | $25.54 - $29.68 |