Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2024 | 215,042 | $15,915 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 237,815 | $15,413 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 270,893 | $19,962 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 336,135 | $24,316 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 351,033 | $24,151 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 293,246 | $16,099 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 231,822 | $13,140 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 185,800 | $9,732 | $70.22 | $43.21 - $82.93 |