SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

TRUE Private Wealth Advisors's Holding History (CIK: 0001667074)

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

Q4 2025
Shares 2,654 Value ($000) $265 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 2,647 Value ($000) $253 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 2,791 Value ($000) $255 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 2,753 Value ($000) $216 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,013 Value ($000) $223 Avg Close $73.82 Range $61.44 - $82.34
Q2 2024
Shares 3,084 Value ($000) $227 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,088 Value ($000) $223 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,033 Value ($000) $209 Avg Close $56.12 Range $47.15 - $69.51
Q4 2020
Shares 206 Value ($000) $10 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 206 Value ($000) $7 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 206 Value ($000) $6 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 206 Value ($000) $6 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 206 Value ($000) $9 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 5,285 Value ($000) $221 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 5,385 Value ($000) $216 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 5,614 Value ($000) $240 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 6,465 Value ($000) $268 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 1,460 Value ($000) $71,759 Avg Close $46.06 Range $44.29 - $48.86