SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

FIRST FOUNDATION ADVISORS's Holding History (CIK: 0001086763)

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

Q4 2025
Shares 192,836 Value ($000) $19,266 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 196,247 Value ($000) $18,736 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 211,248 Value ($000) $19,274 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 221,426 Value ($000) $17,333 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 244,370 Value ($000) $18,086 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 282,830 Value ($000) $18,330 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 303,920 Value ($000) $22,396 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 306,703 Value ($000) $22,187 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 356,124 Value ($000) $24,501 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 372,191 Value ($000) $20,433 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 429,030 Value ($000) $24,317 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 432,335 Value ($000) $22,646 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 337,794 Value ($000) $28,125 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 340,172 Value ($000) $24,448 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 343,289 Value ($000) $21,689 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 259,948 Value ($000) $21,916 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 262,036 Value ($000) $22,038 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 271,839 Value ($000) $19,801 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 258,547 Value ($000) $18,825 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 252,478 Value ($000) $16,457 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 331,735 Value ($000) $17,595 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 298,593 Value ($000) $10,818 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 44,284 Value ($000) $1,494 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 48,660 Value ($000) $1,636 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 44,856 Value ($000) $2,133 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 43,475 Value ($000) $1,819 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 47,775 Value ($000) $1,920 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 49,419 Value ($000) $2,113 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 48,848 Value ($000) $2,029 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 48,822 Value ($000) $2,400 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 48,687 Value ($000) $2,488 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 48,984 Value ($000) $2,558 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 49,249 Value ($000) $2,530 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 49,215 Value ($000) $2,153 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 45,165 Value ($000) $1,940 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 45,135 Value ($000) $1,842 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 45,196 Value ($000) $1,784 Avg Close $31.79 Range $27.24 - $36.13
Q3 2016
Shares 44,953 Value ($000) $1,419 Avg Close $26.03 Range $21.12 - $28.32
Q2 2016
Shares 45,070 Value ($000) $1,141 Avg Close $25.16 Range $21.29 - $27.54
Q1 2016
Shares 78,269 Value ($000) $2,193 Avg Close $23.31 Range $19.02 - $28.42
Q4 2015
Shares 44,390 Value ($000) $1,462 Avg Close $27.89 Range $23.24 - $30.44