SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

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

Q4 2025
Shares 1,436 Value ($000) $143 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 1,155 Value ($000) $110 Avg Close $94.54 Range $89.44 - $99.14
Q4 2022
Shares 2 Value ($000) $0 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 33 Value ($000) $3 Avg Close $66.19 Range $56.71 - $73.90
Q4 2015
Shares 300 Value ($000) $10 Avg Close $27.89 Range $23.24 - $30.44
Q3 2015
Shares 300 Value ($000) $9 Avg Close $28.23 Range $23.85 - $31.44
Q2 2015
Shares 300 Value ($000) $10 Avg Close $27.75 Range $25.54 - $29.68
Q1 2015
Shares 300 Value ($000) $10 Avg Close $25.40 Range $22.26 - $27.83