Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 7,869 | $718 | $83.15 | $65.30 - $90.85 |
| Q1 2025 | 9,007 | $705 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 9,885 | $732 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 8,694 | $563 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 9,151 | $674 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 9,825 | $711 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 23,609 | $1,624 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 26,191 | $1,438 | $58.47 | $51.87 - $66.42 |
| Q2 2023 | 37,796 | $2,142 | $50.45 | $43.84 - $55.82 |
| Q1 2023 | 30,648 | $1,605 | $70.22 | $43.21 - $82.93 |