SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 500 Value ($000) $50 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 500 Value ($000) $48 Avg Close $94.54 Range $89.44 - $99.14