SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 8,292 Value ($000) $828 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 8,199 Value ($000) $783 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 8,535 Value ($000) $779 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 5,787 Value ($000) $453 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,083 Value ($000) $302 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,958 Value ($000) $257 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,032 Value ($000) $297 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,834 Value ($000) $277 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,827 Value ($000) $263 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 3,738 Value ($000) $205 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 3,661 Value ($000) $208 Avg Close $50.45 Range $43.84 - $55.82
Q4 2022
Shares 4,128 Value ($000) $344 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,833 Value ($000) $275 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,810 Value ($000) $241 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 3,617 Value ($000) $305 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 3,599 Value ($000) $303 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 3,538 Value ($000) $258 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 3,519 Value ($000) $256 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 3,345 Value ($000) $218 Avg Close $56.91 Range $47.56 - $64.11
Q2 2020
Shares 6,118 Value ($000) $206 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 6,791 Value ($000) $228 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 6,718 Value ($000) $320 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 6,912 Value ($000) $289 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 6,718 Value ($000) $270 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 6,893 Value ($000) $295 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 6,893 Value ($000) $286 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 7,098 Value ($000) $349 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 7,376 Value ($000) $377 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 6,718 Value ($000) $351 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 10,939 Value ($000) $562 Avg Close $42.12 Range $37.80 - $47.12
Q2 2015
Shares 419 Value ($000) $14 Avg Close $27.75 Range $25.54 - $29.68