Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 97,606 | $9,761 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 91,474 | $8,690 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 114,848 | $10,451 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 129,386 | $10,092 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 134,213 | $9,932 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 146,129 | $9,498 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 140,529 | $10,399 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 159,054 | $11,452 | $64.26 | $58.09 - $71.29 |