SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025

Shares 3,289 Value ($000) $329 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 2,940 Value ($000) $281 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 2,829 Value ($000) $258 Avg Close $83.15 Range $65.30 - $90.85

Q4 2020

Shares 3,885 Value ($000) $206 Avg Close $42.34 Range $33.66 - $49.96

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,289	$329	$94.74	$89.35 - $102.28
Q3 2025	2,940	$281	$94.54	$89.44 - $99.14
Q2 2025	2,829	$258	$83.15	$65.30 - $90.85
Q4 2020	3,885	$206	$42.34	$33.66 - $49.96