SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 5,987 Value ($000) $598 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 5,984 Value ($000) $571 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,414 Value ($000) $494 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 5,439 Value ($000) $426 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 5,285 Value ($000) $391 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,986 Value ($000) $323 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,904 Value ($000) $361 Avg Close $72.33 Range $67.90 - $77.95
Q1 2023
Shares 11,726 Value ($000) $614 Avg Close $70.22 Range $43.21 - $82.93