SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

EVERETT HARRIS & CO /CA/'s Holding History (CIK: 0001009254)

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

Q4 2025
Shares 211,780 Value ($000) $21,159 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 212,302 Value ($000) $20,268 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 210,831 Value ($000) $19,236 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 210,451 Value ($000) $16,474 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 210,334 Value ($000) $15,567 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 209,229 Value ($000) $13,560 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 211,098 Value ($000) $15,556 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 213,520 Value ($000) $15,446 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 215,082 Value ($000) $14,798 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 439,245 Value ($000) $24,115 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 442,090 Value ($000) $25,058 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 327,704 Value ($000) $17,165 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 319,408 Value ($000) $26,594 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 323,457 Value ($000) $23,247 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 318,977 Value ($000) $20,153 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 312,117 Value ($000) $26,315 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 313,397 Value ($000) $26,357 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 318,323 Value ($000) $23,187 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 318,998 Value ($000) $23,226 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 322,279 Value ($000) $21,006 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 322,659 Value ($000) $17,114 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 328,371 Value ($000) $11,897 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 327,261 Value ($000) $11,042 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 344,449 Value ($000) $11,580 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 559,808 Value ($000) $26,624 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 565,113 Value ($000) $23,639 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 656,383 Value ($000) $26,380 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 354,553 Value ($000) $15,161 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 145,083 Value ($000) $6,025 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 211,873 Value ($000) $10,414 Avg Close $46.06 Range $44.29 - $48.86