Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 27,099 | $2,587 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 447,027 | $40,787 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 44,934 | $3,517 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 636,602 | $47,115 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 776,788 | $50,344 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 775,161 | $57,122 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 711,120 | $51,442 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 556,605 | $38,294 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 548,118 | $30,092 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 248,068 | $14,060 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 259,590 | $13,597 | $70.22 | $43.21 - $82.93 |