SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 13,949 Value ($000) $1,394 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 6,539 Value ($000) $624 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 6,846 Value ($000) $625 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 6,803 Value ($000) $533 Avg Close $77.67 Range $68.85 - $83.48
Q2 2024
Shares 14,004 Value ($000) $1,032 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 16,068 Value ($000) $1,162 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 15,813 Value ($000) $1,088 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 10,602 Value ($000) $582 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 20,505 Value ($000) $1,162 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 8,831 Value ($000) $0 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 18,676 Value ($000) $2 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 10,238 Value ($000) $736 Avg Close $66.19 Range $56.71 - $73.90
Q4 2021
Shares 15,760 Value ($000) $1,325 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 14,486 Value ($000) $1,055 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 28,666 Value ($000) $2,087 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 29,537 Value ($000) $2,112 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 28,078 Value ($000) $1,489 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 21,267 Value ($000) $771 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 22,403 Value ($000) $756 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 38,634 Value ($000) $1,299 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 13,525 Value ($000) $643 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 5,944 Value ($000) $249 Avg Close $36.91 Range $32.85 - $40.64