SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 55,111 Value ($000) $5,506 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 39,217 Value ($000) $3,744 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 36,889 Value ($000) $3,366 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 39,103 Value ($000) $3,061 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 34,349 Value ($000) $2,542 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 40,210 Value ($000) $2,606 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 32,909 Value ($000) $2,425 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 27,856 Value ($000) $2,015 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 24,905 Value ($000) $1,713 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 23,889 Value ($000) $1,311 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 55,268 Value ($000) $3,133 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 12,733 Value ($000) $667 Avg Close $70.22 Range $43.21 - $82.93
Q3 2022
Shares 16,507 Value ($000) $1,187 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 16,141 Value ($000) $1,020 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 7,728 Value ($000) $652 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 4,585 Value ($000) $386 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 6,951 Value ($000) $506 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 3,720 Value ($000) $271 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 3,387 Value ($000) $221 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 3,959 Value ($000) $210 Avg Close $42.34 Range $33.66 - $49.96
Q2 2020
Shares 6,561 Value ($000) $221 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 9,064 Value ($000) $305 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 9,097 Value ($000) $433 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 9,633 Value ($000) $403 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 8,798 Value ($000) $354 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 7,008 Value ($000) $300 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 12,017 Value ($000) $499 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 24,808 Value ($000) $883 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 25,650 Value ($000) $927 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 17,425 Value ($000) $879 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 17,756 Value ($000) $928 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 17,060 Value ($000) $775 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 14,161 Value ($000) $618 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 12,463 Value ($000) $492 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 5,629 Value ($000) $233 Avg Close $31.79 Range $27.24 - $36.13