SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's Holding History (CIK: 0000932974)

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

Q4 2025
Shares 10,220 Value ($000) $1,060 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 10,080 Value ($000) $954 Avg Close $94.54 Range $89.44 - $99.14
Q1 2024
Shares 100 Value ($000) $7 Avg Close $64.26 Range $58.09 - $71.29
Q4 2022
Shares 19 Value ($000) $2 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 19 Value ($000) $1 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 19 Value ($000) $1 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 1,455 Value ($000) $123 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 1,925 Value ($000) $162 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 1,962 Value ($000) $143 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 2,168 Value ($000) $158 Avg Close $66.61 Range $59.64 - $71.97
Q3 2019
Shares 5,703 Value ($000) $239 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 5,784 Value ($000) $232 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 5,784 Value ($000) $247 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 8,453 Value ($000) $351 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 11,189 Value ($000) $550 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 11,189 Value ($000) $572 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 4,436 Value ($000) $232 Avg Close $48.14 Range $43.19 - $52.24
Q3 2017
Shares 92 Value ($000) $4 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 63 Value ($000) $3 Avg Close $35.76 Range $33.15 - $39.42
Q4 2014
Shares 200 Value ($000) $6 Avg Close $24.85 Range $20.39 - $27.03
Q1 2014
Shares 385 Value ($000) $11 Avg Close $22.70 Range $20.43 - $25.33
Q4 2013
Shares 1,064 Value ($000) $28 Avg Close $20.66 Range $17.68 - $22.62
Q3 2013
Shares 1,064 Value ($000) $22 Avg Close $18.79 Range $17.73 - $19.71
Q2 2013
Shares 385 Value ($000) $8 Avg Close $15.92 Range $13.80 - $18.50