Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 200,912 | $20,073 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 256,262 | $24,465 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 250,333 | $22,840 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 590,527 | $46,226 | $77.67 | $68.85 - $83.48 |
| Q3 2022 | 110,000 | $7,905 | $66.19 | $56.71 - $73.90 |
| Q1 2022 | 150,000 | $12,647 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 159,000 | $13,372 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 125,000 | $9,105 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 100,000 | $7,281 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 160,000 | $10,429 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 100,000 | $5,304 | $42.34 | $33.66 - $49.96 |
| Q3 2020 | 325,000 | $11,775 | $32.40 | $30.32 - $34.43 |
| Q2 2020 | 275,000 | $9,278 | $33.18 | $29.17 - $42.57 |
| Q1 2020 | 160,000 | $5,379 | $38.68 | $25.86 - $45.76 |
| Q4 2019 | 112,500 | $5,351 | $40.49 | $31.69 - $47.52 |
| Q3 2019 | 125,000 | $5,229 | $36.91 | $32.85 - $40.64 |
| Q4 2018 | 41,100 | $1,707 | $40.90 | $34.25 - $47.37 |
| Q4 2017 | 20,683 | $1,062 | $42.12 | $37.80 - $47.12 |
| Q2 2017 | 105,000 | $4,511 | $35.76 | $33.15 - $39.42 |
| Q1 2017 | 318,870 | $13,013 | $36.81 | $33.56 - $38.94 |