SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Plante Moran Financial Advisors, LLC's Holding History (CIK: 0001424717)

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

Q4 2025
Shares 5,696 Value ($000) $569 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 5,766 Value ($000) $550 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,778 Value ($000) $527 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 6,769 Value ($000) $530 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,790 Value ($000) $503 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 6,726 Value ($000) $436 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 7,024 Value ($000) $518 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 7,024 Value ($000) $508 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 6,858 Value ($000) $472 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 6,968 Value ($000) $383 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 7,251 Value ($000) $411 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 5,968 Value ($000) $313 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 5,999 Value ($000) $499 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 5,922 Value ($000) $426 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 6,275 Value ($000) $396 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 6,920 Value ($000) $583 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 6,557 Value ($000) $551 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 6,506 Value ($000) $474 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 6,793 Value ($000) $495 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 4,871 Value ($000) $317 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 6,546 Value ($000) $347 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 5,821 Value ($000) $211 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 5,921 Value ($000) $200 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 5,821 Value ($000) $196 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 3,571 Value ($000) $170 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 3,654 Value ($000) $153 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 3,654 Value ($000) $147 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 3,751 Value ($000) $160 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 3,708 Value ($000) $154 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 71 Value ($000) $3 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 95 Value ($000) $5 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 410 Value ($000) $21 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 273 Value ($000) $14 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 273 Value ($000) $12 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 273 Value ($000) $12 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 273 Value ($000) $11 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 404 Value ($000) $16 Avg Close $31.79 Range $27.24 - $36.13
Q3 2016
Shares 273 Value ($000) $9 Avg Close $26.03 Range $21.12 - $28.32
Q2 2016
Shares 368 Value ($000) $9 Avg Close $25.16 Range $21.29 - $27.54
Q1 2016
Shares 273 Value ($000) $8 Avg Close $23.31 Range $19.02 - $28.42
Q4 2015
Shares 321 Value ($000) $11 Avg Close $27.89 Range $23.24 - $30.44
Q3 2015
Shares 535 Value ($000) $15 Avg Close $28.23 Range $23.85 - $31.44
Q2 2015
Shares 299 Value ($000) $10 Avg Close $27.75 Range $25.54 - $29.68
Q1 2015
Shares 525 Value ($000) $16 Avg Close $25.40 Range $22.26 - $27.83
Q4 2014
Shares 525 Value ($000) $16 Avg Close $24.85 Range $20.39 - $27.03
Q3 2014
Shares 525 Value ($000) $15 Avg Close $24.70 Range $23.04 - $27.07
Q2 2014
Shares 525 Value ($000) $14 Avg Close $22.85 Range $21.38 - $24.38