SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 9,862 Value ($000) $985 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 10,220 Value ($000) $976 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 9,580 Value ($000) $874 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 9,382 Value ($000) $734 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 8,212 Value ($000) $608 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 7,709 Value ($000) $500 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 7,760 Value ($000) $572 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 7,591 Value ($000) $549 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 7,253 Value ($000) $499 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 7,488 Value ($000) $411 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 7,226 Value ($000) $410 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,823 Value ($000) $253 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 4,066 Value ($000) $339 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,906 Value ($000) $281 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,538 Value ($000) $224 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 3,278 Value ($000) $276 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 2,557 Value ($000) $215 Avg Close $76.51 Range $68.06 - $81.82