SCHWAB CHARLES CORP NEW

CUSIP: 808513015 Class: COM

HOERTKORN RICHARD CHARLES's Holding History (CIK: 0001598177)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 84,520 Value ($000) $8,444 Avg Close — Range —
Q3 2025
Shares 86,822 Value ($000) $8,289 Avg Close — Range —
Q2 2025
Shares 90,105 Value ($000) $8,221 Avg Close — Range —
Q1 2025
Shares 91,430 Value ($000) $7,157 Avg Close — Range —
Q4 2024
Shares 97,365 Value ($000) $7,206 Avg Close — Range —
Q3 2024
Shares 100,090 Value ($000) $6,487 Avg Close — Range —
Q2 2024
Shares 103,424 Value ($000) $7,621 Avg Close — Range —
Q1 2024
Shares 108,305 Value ($000) $7,835 Avg Close — Range —
Q4 2023
Shares 111,655 Value ($000) $7,682 Avg Close — Range —
Q3 2023
Shares 111,855 Value ($000) $6,141 Avg Close — Range —
Q2 2023
Shares 108,680 Value ($000) $6,160 Avg Close — Range —
Q1 2023
Shares 100,480 Value ($000) $5,263 Avg Close — Range —
Q4 2022
Shares 100,280 Value ($000) $8,349 Avg Close — Range —
Q3 2022
Shares 101,655 Value ($000) $7,306 Avg Close — Range —
Q2 2022
Shares 103,355 Value ($000) $6,530 Avg Close — Range —
Q1 2022
Shares 106,905 Value ($000) $9,013 Avg Close — Range —
Q4 2021
Shares 112,205 Value ($000) $9,436 Avg Close — Range —
Q3 2021
Shares 112,515 Value ($000) $8,196 Avg Close — Range —
Q2 2021
Shares 112,515 Value ($000) $8,192 Avg Close — Range —
Q1 2021
Shares 113,165 Value ($000) $7,376 Avg Close — Range —
Q4 2020
Shares 117,865 Value ($000) $6,252 Avg Close — Range —
Q3 2020
Shares 117,865 Value ($000) $4,270 Avg Close — Range —
Q2 2020
Shares 118,065 Value ($000) $3,983 Avg Close — Range —
Q1 2020
Shares 119,265 Value ($000) $4,010 Avg Close — Range —
Q4 2019
Shares 119,365 Value ($000) $5,677 Avg Close — Range —
Q3 2019
Shares 123,365 Value ($000) $5,160 Avg Close — Range —
Q2 2019
Shares 124,565 Value ($000) $5,006 Avg Close — Range —
Q1 2019
Shares 128,665 Value ($000) $5,502 Avg Close — Range —
Q4 2018
Shares 142,540 Value ($000) $5,920 Avg Close — Range —
Q3 2018
Shares 146,540 Value ($000) $7,202 Avg Close — Range —
Q2 2018
Shares 146,440 Value ($000) $7,483 Avg Close — Range —
Q1 2018
Shares 148,290 Value ($000) $7,744 Avg Close — Range —
Q4 2017
Shares 153,540 Value ($000) $7,887 Avg Close — Range —
Q3 2017
Shares 159,340 Value ($000) $6,969 Avg Close — Range —
Q2 2017
Shares 159,440 Value ($000) $6,850 Avg Close — Range —
Q1 2017
Shares 157,440 Value ($000) $6,425 Avg Close — Range —
Q4 2016
Shares 151,240 Value ($000) $5,970 Avg Close — Range —
Q3 2016
Shares 131,425 Value ($000) $4,149 Avg Close — Range —
Q2 2016
Shares 133,175 Value ($000) $3,371 Avg Close — Range —
Q1 2016
Shares 134,292 Value ($000) $3,763 Avg Close — Range —
Q4 2015
Shares 137,675 Value ($000) $4,534 Avg Close — Range —
Q3 2015
Shares 141,825 Value ($000) $4,051 Avg Close — Range —
Q2 2015
Shares 141,575 Value ($000) $4,622 Avg Close — Range —
Q1 2015
Shares 142,625 Value ($000) $4,341 Avg Close — Range —
Q4 2014
Shares 146,600 Value ($000) $4,426 Avg Close — Range —
Q3 2014
Shares 142,525 Value ($000) $4,189 Avg Close — Range —
Q2 2014
Shares 128,025 Value ($000) $3,448 Avg Close — Range —
Q1 2014
Shares 124,850 Value ($000) $3,412 Avg Close — Range —
Q4 2013
Shares 125,100 Value ($000) $3,253 Avg Close — Range —