Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 210 | $16 | $77.67 | $68.85 - $83.48 |
| Q3 2024 | 293 | $19 | $64.56 | $59.83 - $75.21 |
| Q3 2023 | 862 | $47 | $58.47 | $51.87 - $66.42 |