SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Retirement Planning Group, LLC's Holding History (CIK: 0001508195)

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

Q4 2025
Shares 16,395 Value ($000) $1,638 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 16,679 Value ($000) $1,592 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 9,780 Value ($000) $892 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 9,521 Value ($000) $745 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 9,493 Value ($000) $703 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 9,302 Value ($000) $603 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 9,414 Value ($000) $694 Avg Close $72.33 Range $67.90 - $77.95
Q1 2023
Shares 3,900 Value ($000) $204 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 3,912 Value ($000) $326 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,912 Value ($000) $281 Avg Close $66.19 Range $56.71 - $73.90