SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 359,002 Value ($000) $35,868 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 328,589 Value ($000) $31,370 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 330,159 Value ($000) $30,124 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 328,160 Value ($000) $25,688 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 321,796 Value ($000) $23,816 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 327,741 Value ($000) $21,241 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 50,576 Value ($000) $3,727 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 260,449 Value ($000) $18,841 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 253,853 Value ($000) $17,465 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 199,589 Value ($000) $10,957 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 178,589 Value ($000) $10,122 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 135,214 Value ($000) $7,083 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 15,451 Value ($000) $1,286 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 9,473 Value ($000) $681 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 14,118 Value ($000) $892 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 13,064 Value ($000) $1,101 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 10,416 Value ($000) $876 Avg Close $76.51 Range $68.06 - $81.82
Q2 2021
Shares 5,876 Value ($000) $428 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 5,512 Value ($000) $359 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 5,935 Value ($000) $315 Avg Close $42.34 Range $33.66 - $49.96