SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 5,238 Value ($000) $523 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 4,345 Value ($000) $415 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 4,375 Value ($000) $399 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,314 Value ($000) $338 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,057 Value ($000) $300 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 6,130 Value ($000) $397 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 8,401 Value ($000) $619 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 7,448 Value ($000) $539 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 27,968 Value ($000) $1,924 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 26,553 Value ($000) $1,458 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 18,875 Value ($000) $1,070 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 16,243 Value ($000) $851 Avg Close $70.22 Range $43.21 - $82.93
Q1 2020
Shares 8,354 Value ($000) $279 Avg Close $38.68 Range $25.86 - $45.76
Q1 2017
Shares 2,198 Value ($000) $86,777 Avg Close $36.81 Range $33.56 - $38.94
Q3 2016
Shares 7,294 Value ($000) $232,313 Avg Close $26.03 Range $21.12 - $28.32
Q2 2016
Shares 16,095 Value ($000) $202,533 Avg Close $25.16 Range $21.29 - $27.54
Q4 2015
Shares 23,769 Value ($000) $261,426 Avg Close $27.89 Range $23.24 - $30.44