Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 84,183 | $8,411 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 88,008 | $8,402 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 91,335 | $8,917 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 95,179 | $7,451 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 102,376 | $7,577 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 107,155 | $6,945 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 137,582 | $10,138 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 135,820 | $9,825 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 139,433 | $9,593 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 141,952 | $7,286 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 30,792 | $1,745 | $50.45 | $43.84 - $55.82 |