SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 6,445 Value ($000) $644 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 6,258 Value ($000) $597 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,425 Value ($000) $495 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 5,185 Value ($000) $406 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,401 Value ($000) $474 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 5,847 Value ($000) $379 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,503 Value ($000) $332 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,509 Value ($000) $326 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,713 Value ($000) $324 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,250 Value ($000) $233 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 5,047 Value ($000) $286 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,852 Value ($000) $254 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 6,377 Value ($000) $1 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 6,670 Value ($000) $479 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 6,832 Value ($000) $432 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 6,543 Value ($000) $552 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 6,341 Value ($000) $533 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 6,100 Value ($000) $444 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 5,174 Value ($000) $377 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 4,244 Value ($000) $277 Avg Close $56.91 Range $47.56 - $64.11