SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Annex Advisory Services, LLC's Holding History (CIK: 0001542287)

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

Q2 2025
Shares 2,223 Value ($000) $203 Avg Close $83.15 Range $65.30 - $90.85
Q2 2024
Shares 5,632 Value ($000) $415 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 5,943 Value ($000) $430 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,932 Value ($000) $339 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 6,710 Value ($000) $368 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 11,460 Value ($000) $650 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 45,557 Value ($000) $2,386 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 98,647 Value ($000) $8,213 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 94,747 Value ($000) $6,809 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 97,064 Value ($000) $6,133 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 89,244 Value ($000) $7,524 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 86,001 Value ($000) $7,233 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 78,896 Value ($000) $5,744 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 68,166 Value ($000) $4,959 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 66,554 Value ($000) $4,338 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 68,975 Value ($000) $3,658 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 67,477 Value ($000) $2,445 Avg Close $32.40 Range $30.32 - $34.43