SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

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

Q4 2025
Shares 53,093 Value ($000) $5,305 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 51,820 Value ($000) $4,947 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 48,780 Value ($000) $4,451 Avg Close $83.15 Range $65.30 - $90.85
Q4 2024
Shares 3,448 Value ($000) $255 Avg Close $73.82 Range $61.44 - $82.34
Q2 2024
Shares 4,215 Value ($000) $311 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 23,951 Value ($000) $2 Avg Close $64.26 Range $58.09 - $71.29
Q3 2023
Shares 3,775 Value ($000) $0 Avg Close $58.47 Range $51.87 - $66.42
Q4 2022
Shares 23,951 Value ($000) $2 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,024 Value ($000) $217 Avg Close $66.19 Range $56.71 - $73.90
Q1 2022
Shares 37,218 Value ($000) $3,138 Avg Close $83.37 Range $70.80 - $91.11