Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 121 | $11 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 121 | $9 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 121 | $9 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 225 | $15 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 261 | $19 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 249 | $18 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 40,525 | $2,788 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 84,845 | $4,658 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 88,069 | $4,992 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 63,118 | $3,306 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 62,889 | $5,236 | $74.21 | $62.42 - $79.82 |
| Q2 2019 | 450 | $18 | $39.68 | $34.96 - $42.48 |
| Q1 2019 | 450 | $19 | $40.95 | $36.65 - $43.66 |
| Q4 2018 | 450 | $19 | $40.90 | $34.25 - $47.37 |
| Q3 2018 | 450 | $22 | $46.06 | $44.29 - $48.86 |
| Q2 2018 | 900 | $46 | $49.84 | $44.72 - $54.23 |
| Q1 2018 | 900 | $47 | $48.14 | $43.19 - $52.24 |
| Q4 2017 | 900 | $46 | $42.12 | $37.80 - $47.12 |
| Q3 2017 | 900 | $39 | $37.16 | $34.09 - $39.72 |
| Q2 2017 | 900 | $39 | $35.76 | $33.15 - $39.42 |