Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 20,474 | $2,046 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 15,325 | $1,463 | $94.54 | $89.44 - $99.14 |
| Q4 2024 | 10,015 | $741 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 21,864 | $1,417 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 3,900 | $287 | $72.33 | $67.90 - $77.95 |
| Q4 2023 | 10,052 | $692 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 4,236 | $233 | $58.47 | $51.87 - $66.42 |
| Q1 2023 | 14,422 | $755 | $70.22 | $43.21 - $82.93 |
| Q1 2022 | 3,336 | $281 | $83.37 | $70.80 - $91.11 |