Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 6,168 | $616 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 6,884 | $657 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 6,884 | $628 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 6,746 | $528 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 8,541 | $632 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 7,530 | $488 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 7,530 | $555 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 8,490 | $614 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 8,215 | $565 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 7,650 | $420 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 7,617 | $432 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 7,271 | $381 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 5,246 | $0 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 6,122 | $440 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 6,057 | $383 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 6,057 | $511 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 5,889 | $495 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 5,889 | $429 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 5,817 | $424 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 5,583 | $364 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 5,411 | $287 | $42.34 | $33.66 - $49.96 |
| Q4 2019 | 5,605 | $267 | $40.49 | $31.69 - $47.52 |
| Q3 2019 | 5,633 | $236 | $36.91 | $32.85 - $40.64 |
| Q1 2019 | 4,928 | $211 | $40.95 | $36.65 - $43.66 |