Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 2,630,747 | $262,839 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 2,713,024 | $259,012 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 2,705,116 | $246,815 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 2,921,030 | $228,658 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 2,928,033 | $216,704 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 3,045,287 | $197,365 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 15,309,773 | $1,128,173 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 2,089,427 | $151,149 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 801,992 | $55,177 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 1,742,363 | $95,656 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 7,802,155 | $442,226 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 84,652 | $4,434 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 9,111,328 | $758,609 | $74.21 | $62.42 - $79.82 |
| Q3 2022 | 11,917,964 | $856,551 | $66.19 | $56.71 - $73.90 |
| Q2 2022 | 11,993,960 | $757,781 | $65.53 | $56.48 - $81.20 |
| Q1 2022 | 10,871,405 | $916,689 | $83.37 | $70.80 - $91.11 |
| Q4 2021 | 12,138,977 | $1,025,486 | $76.51 | $68.06 - $81.82 |
| Q3 2021 | 12,124,180 | $883,289 | $67.39 | $61.94 - $73.65 |
| Q2 2021 | 10,260,865 | $747,103 | $66.61 | $59.64 - $71.97 |
| Q1 2021 | 6,439,963 | $419,756 | $56.91 | $47.56 - $64.11 |
| Q4 2020 | 6,955,417 | $364,536 | $42.34 | $33.66 - $49.96 |
| Q3 2020 | 4,500 | $163 | $32.40 | $30.32 - $34.43 |
| Q2 2020 | 4,500 | $152 | $33.18 | $29.17 - $42.57 |
| Q1 2020 | 4,500 | $151 | $38.68 | $25.86 - $45.76 |
| Q4 2019 | 4,500 | $214 | $40.49 | $31.69 - $47.52 |
| Q3 2019 | 5,886 | $245 | $36.91 | $32.85 - $40.64 |
| Q2 2019 | 5,886 | $236 | $39.68 | $34.96 - $42.48 |
| Q1 2019 | 4,500 | $192 | $40.95 | $36.65 - $43.66 |
| Q4 2018 | 4,500 | $187 | $40.90 | $34.25 - $47.37 |
| Q3 2018 | 4,500 | $221 | $46.06 | $44.29 - $48.86 |
| Q2 2018 | 4,500 | $230 | $49.84 | $44.72 - $54.23 |
| Q4 2017 | 6,500 | $334 | $42.12 | $37.80 - $47.12 |
| Q3 2017 | 6,500 | $284 | $37.16 | $34.09 - $39.72 |
| Q2 2017 | 6,500 | $279 | $35.76 | $33.15 - $39.42 |
| Q1 2017 | 44,500 | $1,816 | $36.81 | $33.56 - $38.94 |