SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Wealthcare Advisory Partners LLC's Holding History (CIK: 0001683059)

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

Q4 2025
Shares 8,661 Value ($000) $865 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 8,473 Value ($000) $809 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 8,398 Value ($000) $766 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 8,516 Value ($000) $667 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 9,590 Value ($000) $710 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 10,048 Value ($000) $651 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 13,073 Value ($000) $963 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 13,127 Value ($000) $950 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 13,036 Value ($000) $897 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 18,075 Value ($000) $992 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 19,459 Value ($000) $1,103 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 16,633 Value ($000) $871 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 5,809 Value ($000) $484 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 5,691 Value ($000) $409 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 4,888 Value ($000) $309 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 5,023 Value ($000) $423 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 4,641 Value ($000) $390 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 4,654 Value ($000) $339 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 4,509 Value ($000) $328 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 4,479 Value ($000) $292 Avg Close $56.91 Range $47.56 - $64.11
Q1 2020
Shares 405 Value ($000) $14 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 396 Value ($000) $19 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 396 Value ($000) $17 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 396 Value ($000) $16 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 396 Value ($000) $17 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 396 Value ($000) $16 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 396 Value ($000) $19 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 396 Value ($000) $20 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 348 Value ($000) $18 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 368 Value ($000) $19 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 349 Value ($000) $15 Avg Close $37.16 Range $34.09 - $39.72