SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Capital Investment Advisory Services, LLC's Holding History (CIK: 0001659203)

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

Q4 2025
Shares 29,725 Value ($000) $2,970 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 30,143 Value ($000) $2,878 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 30,609 Value ($000) $2,793 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 30,752 Value ($000) $2,407 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 31,330 Value ($000) $2,319 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 31,887 Value ($000) $2,067 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 27,462 Value ($000) $2,024 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 26,869 Value ($000) $1,944 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 26,495 Value ($000) $1,823 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 24,500 Value ($000) $1,345 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 22,656 Value ($000) $1,284 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,577 Value ($000) $240 Avg Close $70.22 Range $43.21 - $82.93
Q3 2019
Shares 320 Value ($000) $13 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 320 Value ($000) $14 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 320 Value ($000) $14 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 296 Value ($000) $12 Avg Close $40.90 Range $34.25 - $47.37