SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 11,031 Value ($000) $1,102 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 11,220 Value ($000) $1,071 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 11,262 Value ($000) $1,028 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 11,285 Value ($000) $883 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 11,288 Value ($000) $835 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 11,461 Value ($000) $743 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 8,660 Value ($000) $638 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 8,539 Value ($000) $618 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 7,108 Value ($000) $489 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 5,546 Value ($000) $304 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 5,806 Value ($000) $329 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,508 Value ($000) $236 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 4,283 Value ($000) $357 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 4,330 Value ($000) $311 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 4,360 Value ($000) $275 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 4,218 Value ($000) $356 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 4,159 Value ($000) $350 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 4,032 Value ($000) $294 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 4,032 Value ($000) $294 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 4,097 Value ($000) $267 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 4,127 Value ($000) $219 Avg Close $42.34 Range $33.66 - $49.96
Q4 2017
Shares 4,283 Value ($000) $220 Avg Close $42.12 Range $37.80 - $47.12
Q2 2017
Shares 5,201 Value ($000) $222 Avg Close $35.76 Range $33.15 - $39.42