Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 7,913 | $796 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 7,499 | $716 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 4,093 | $373 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 3,817 | $297 | $77.67 | $68.85 - $83.48 |
| Q2 2023 | 14,450 | $1 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 5,534 | $0 | $70.22 | $43.21 - $82.93 |
| Q1 2022 | 2,632 | $215 | $83.37 | $70.80 - $91.11 |