Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 183,400 | $18,323 | $94.74 | $89.35 - $102.28 |
| Q4 2023 | 63,523 | $4,370 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 135,344 | $7,430 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 134,571 | $7,627 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 132,656 | $6,949 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 124,218 | $10,342 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 104,565 | $7,515 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 180,764 | $11,421 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 180,764 | $15,240 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 200,764 | $16,884 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 181,799 | $13,242 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 164,799 | $11,999 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 157,799 | $10,285 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 174,799 | $9,271 | $42.34 | $33.66 - $49.96 |
| Q3 2020 | 85,799 | $3,108 | $32.40 | $30.32 - $34.43 |
| Q2 2020 | 85,799 | $2,895 | $33.18 | $29.17 - $42.57 |
| Q1 2020 | 85,799 | $2,885 | $38.68 | $25.86 - $45.76 |
| Q4 2019 | 71,668 | $3,409 | $40.49 | $31.69 - $47.52 |
| Q3 2019 | 85,152 | $3,562 | $36.91 | $32.85 - $40.64 |
| Q2 2019 | 85,152 | $3,422 | $39.68 | $34.96 - $42.48 |
| Q1 2019 | 85,152 | $3,641 | $40.95 | $36.65 - $43.66 |
| Q4 2018 | 76,163 | $3,163 | $40.90 | $34.25 - $47.37 |
| Q3 2018 | 74,354 | $3,654 | $46.06 | $44.29 - $48.86 |
| Q2 2018 | 74,354 | $3,799 | $49.84 | $44.72 - $54.23 |
| Q1 2018 | 102,548 | $5,355 | $48.14 | $43.19 - $52.24 |
| Q4 2017 | 107,208 | $5,507 | $42.12 | $37.80 - $47.12 |
| Q3 2017 | 120,648 | $5,277 | $37.16 | $34.09 - $39.72 |
| Q2 2017 | 106,638 | $4,581 | $35.76 | $33.15 - $39.42 |
| Q1 2017 | 105,772 | $4,317 | $36.81 | $33.56 - $38.94 |
| Q4 2016 | 95,699 | $3,777 | $31.79 | $27.24 - $36.13 |
| Q3 2016 | 87,620 | $2,766 | $26.03 | $21.12 - $28.32 |
| Q2 2016 | 100,353 | $2,540 | $25.16 | $21.29 - $27.54 |
| Q1 2016 | 112,180 | $3,125 | $23.31 | $19.02 - $28.42 |
| Q4 2015 | 78,337 | $2,580 | $27.89 | $23.24 - $30.44 |
| Q3 2015 | 77,434 | $2,212 | $28.23 | $23.85 - $31.44 |
| Q2 2015 | 78,447 | $2,561 | $27.75 | $25.54 - $29.68 |