Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 325,538 | $32,525 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 312,880 | $29,871 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 40,600 | $4 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 40,600 | $3,178 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 98,690 | $7,304 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 130,100 | $8,432 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 193,631 | $14,269 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 202,905 | $14,678 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 95,220 | $6,551 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 67,600 | $3,711 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 130,700 | $7,408 | $50.45 | $43.84 - $55.82 |