Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 175,581 | $17,542 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 175,775 | $16,781 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 175,160 | $15,982 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 175,159 | $13,711 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 175,157 | $12,963 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 175,568 | $11,379 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 178,241 | $13,135 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 178,547 | $12,916 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 177,929 | $12,242 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 102,375 | $5,620 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 102,150 | $5,790 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 63,650 | $3,334 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 9,570 | $797 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 11,020 | $792 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 11,020 | $697 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 11,020 | $929 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 11,020 | $926 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 11,020 | $803 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 11,020 | $803 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 10,720 | $699 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 10,720 | $568 | $42.34 | $33.66 - $49.96 |
| Q3 2020 | 10,720 | $388 | $32.40 | $30.32 - $34.43 |
| Q2 2020 | 10,720 | $362 | $33.18 | $29.17 - $42.57 |
| Q1 2020 | 10,720 | $360 | $38.68 | $25.86 - $45.76 |
| Q4 2019 | 12,600 | $599 | $40.49 | $31.69 - $47.52 |
| Q3 2019 | 27,235 | $1,139 | $36.91 | $32.85 - $40.64 |
| Q2 2019 | 27,235 | $1,095 | $39.68 | $34.96 - $42.48 |
| Q1 2019 | 27,235 | $1,165 | $40.95 | $36.65 - $43.66 |
| Q4 2018 | 27,235 | $1,131 | $40.90 | $34.25 - $47.37 |
| Q3 2018 | 27,235 | $1,339 | $46.06 | $44.29 - $48.86 |
| Q2 2018 | 27,235 | $1,392 | $49.84 | $44.72 - $54.23 |
| Q1 2018 | 36,310 | $1,896 | $48.14 | $43.19 - $52.24 |