SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Vista Private Wealth Partners. LLC's Holding History (CIK: 0001657980)

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

Q4 2025
Shares 3,915 Value ($000) $357 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,915 Value ($000) $357 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,915 Value ($000) $357 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,913 Value ($000) $306 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,145 Value ($000) $307 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,366 Value ($000) $283 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,631 Value ($000) $341 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,628 Value ($000) $330 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,982 Value ($000) $334 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,946 Value ($000) $265 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,965 Value ($000) $282 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,925 Value ($000) $235 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 4,612 Value ($000) $384 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 4,435 Value ($000) $325 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 4,431 Value ($000) $282 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 5,311 Value ($000) $444 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 6,457 Value ($000) $552 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 5,436 Value ($000) $396 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 5,431 Value ($000) $397 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 6,182 Value ($000) $224 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 6,374 Value ($000) $336 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 6,182 Value ($000) $224 Avg Close $32.40 Range $30.32 - $34.43
Q3 2019
Shares 3,785 Value ($000) $143,545 Avg Close $36.91 Range $32.85 - $40.64
Q1 2019
Shares 5,601 Value ($000) $249 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 5,765 Value ($000) $257 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 6,074 Value ($000) $290 Avg Close $46.06 Range $44.29 - $48.86