Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 218 | $22 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 156 | $15 | $94.54 | $89.44 - $99.14 |
| Q1 2024 | 50 | $4 | $64.26 | $58.09 - $71.29 |
| Q3 2023 | 149 | $8 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 149 | $8 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 661 | $35 | $70.22 | $43.21 - $82.93 |
| Q4 2022 | 4,588 | $0 | $74.21 | $62.42 - $79.82 |