Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 30,577 | $3,075 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 30,577 | $2,821 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 18,129 | $1,654 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 5,504 | $431 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 5,504 | $407 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 7,839 | $497 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 5,926 | $437 | $72.33 | $67.90 - $77.95 |
| Q2 2023 | 30,000 | $1,700 | $50.45 | $43.84 - $55.82 |
| Q4 2022 | 20,000 | $1,665 | $74.21 | $62.42 - $79.82 |