Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 49,353 | $4,931 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 49,449 | $4,721 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 50,017 | $4,564 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 49,704 | $3,891 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 49,983 | $3,699 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 51,327 | $3,327 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 50,953 | $3,755 | $72.33 | $67.90 - $77.95 |
| Q2 2023 | 186,552 | $10,574 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 180,253 | $9,442 | $70.22 | $43.21 - $82.93 |