Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 1,231,381 | $117,560 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 1,150,991 | $105,016 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 1,842,082 | $144,198 | $77.67 | $68.85 - $83.48 |
| Q3 2024 | 3,619,657 | $234,590 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 2,710,059 | $199,704 | $72.33 | $67.90 - $77.95 |
| Q4 2023 | 866,274 | $59,600 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 1,100,462 | $60,415 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 4,701 | $266 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 244,598 | $12,812 | $70.22 | $43.21 - $82.93 |
| Q2 2022 | 400,237 | $25,287 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 400,865 | $33,797 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 94,806 | $7,973 | $76.51 | $68.06 - $81.82 |
| Q1 2021 | 70,000 | $4,563 | $56.91 | $47.56 - $64.11 |
| Q2 2020 | 53,597 | $1,808 | $33.18 | $29.17 - $42.57 |
| Q1 2020 | 184,825 | $6,214 | $38.68 | $25.86 - $45.76 |
| Q4 2017 | 1,476,763 | $75,861 | $42.12 | $37.80 - $47.12 |
| Q3 2017 | 364,915 | $15,961 | $37.16 | $34.09 - $39.72 |
| Q3 2016 | 35,942 | $1,135 | $26.03 | $21.12 - $28.32 |
| Q2 2015 | 32,243 | $1,053 | $27.75 | $25.54 - $29.68 |