Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 22,554 | $2,285 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 14,706 | $1,323 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 15,295 | $1,396 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 10,034 | $785 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 9,095 | $673 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 8,568 | $555 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 9,112 | $659 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 9,112 | $659 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 8,773 | $604 | $56.12 | $47.15 - $69.51 |