Ticker: SCHW CUSIP: 808513105 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 30,335 | $2,375 | $77.67 | $68.85 - $83.48 |
| Q4 2024 | 37,820 | $2,799 | $73.82 | $61.44 - $82.34 |
| Q3 2024 | 42,300 | $2,741 | $64.56 | $59.83 - $75.21 |
| Q2 2024 | 42,825 | $3,156 | $72.33 | $67.90 - $77.95 |
| Q1 2024 | 38,665 | $2,797 | $64.26 | $58.09 - $71.29 |
| Q4 2023 | 31,305 | $2,154 | $56.12 | $47.15 - $69.51 |
| Q3 2023 | 24,530 | $1,347 | $58.47 | $51.87 - $66.42 |