Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 5,131 | $513 | $94.74 | $89.35 - $102.28 |
| Q3 2025 | 2,486 | $237 | $94.54 | $89.44 - $99.14 |
| Q2 2025 | 2,301 | $210 | $83.15 | $65.30 - $90.85 |
| Q2 2024 | 3,024 | $223 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 2,948 | $213 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 4,218 | $290 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 3,665 | $201 | $58.47 | $51.87 - $66.42 |