SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

IFP Advisors, Inc's Holding History (CIK: 0001641866)

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

Q4 2025
Shares 50,485 Value ($000) $5,044 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 20,700 Value ($000) $1,976 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 20,098 Value ($000) $1,834 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 22,441 Value ($000) $1,757 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 21,963 Value ($000) $1,626 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 21,885 Value ($000) $1,418 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 21,190 Value ($000) $1,561 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 21,909 Value ($000) $1,585 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 28,259 Value ($000) $1,944 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 48,713 Value ($000) $2,674 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 27,968 Value ($000) $1,050 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 21,347 Value ($000) $801 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 12,294 Value ($000) $1 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 14,877 Value ($000) $650 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 12,353 Value ($000) $551 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 12,345 Value ($000) $490 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 10,375 Value ($000) $887 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 9,947 Value ($000) $733 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 7,645 Value ($000) $562 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 8,816 Value ($000) $574 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 8,917 Value ($000) $476 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 4,205 Value ($000) $153 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 3,898 Value ($000) $130 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 4,707 Value ($000) $155 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 4,350 Value ($000) $204 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 6,369 Value ($000) $255 Avg Close $36.91 Range $32.85 - $40.64
Q1 2019
Shares 1,752 Value ($000) $75 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 8,043 Value ($000) $330 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 8,237 Value ($000) $405 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 6,956 Value ($000) $355 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 9,980 Value ($000) $513 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 7,280 Value ($000) $374 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 7,706 Value ($000) $337 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 7,749 Value ($000) $333 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 6,126 Value ($000) $250 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 8,665 Value ($000) $342 Avg Close $31.79 Range $27.24 - $36.13
Q3 2016
Shares 10,934 Value ($000) $345 Avg Close $26.03 Range $21.12 - $28.32
Q2 2016
Shares 15,498 Value ($000) $392 Avg Close $25.16 Range $21.29 - $27.54
Q1 2016
Shares 1,752 Value ($000) $75 Avg Close $23.31 Range $19.02 - $28.42
Q4 2015
Shares 11,362 Value ($000) $374 Avg Close $27.89 Range $23.24 - $30.44