SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Moss Adams Wealth Advisors LLC's Holding History (CIK: 0001661245)

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

Q4 2025
Shares 4,931 Value ($000) $493 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 4,786 Value ($000) $457 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 4,624 Value ($000) $422 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,557 Value ($000) $357 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,412 Value ($000) $252 Avg Close $73.82 Range $61.44 - $82.34
Q2 2024
Shares 3,328 Value ($000) $245 Avg Close $72.33 Range $67.90 - $77.95
Q4 2023
Shares 3,382 Value ($000) $233 Avg Close $56.12 Range $47.15 - $69.51
Q4 2022
Shares 3,762 Value ($000) $313 Avg Close $74.21 Range $62.42 - $79.82