SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

OGOREK ANTHONY JOSEPH /NY/ /ADV's Holding History (CIK: 0000714364)

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

Q4 2025
Shares 191 Value ($000) $0 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 225 Value ($000) $0 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 217 Value ($000) $0 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 217 Value ($000) $0 Avg Close $77.67 Range $68.85 - $83.48
Q4 2019
Shares 371 Value ($000) $17 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 369 Value ($000) $15 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 368 Value ($000) $14 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 366 Value ($000) $15 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 365 Value ($000) $15 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 364 Value ($000) $17 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 363 Value ($000) $18 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 362 Value ($000) $18 Avg Close $48.14 Range $43.19 - $52.24