SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 13,762 Value ($000) $1,375 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 13,540 Value ($000) $1,255 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 13,045 Value ($000) $1,190 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 12,257 Value ($000) $960 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 12,843 Value ($000) $951 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 12,974 Value ($000) $841 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 12,720 Value ($000) $937 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 14,383 Value ($000) $1,040 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 12,822 Value ($000) $882 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 9,848 Value ($000) $541 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 15,337 Value ($000) $869 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 11,854 Value ($000) $621 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 11,269 Value ($000) $938 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 11,720 Value ($000) $842 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 11,750 Value ($000) $742 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 12,297 Value ($000) $1,037 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 12,793 Value ($000) $1,076 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 13,496 Value ($000) $983 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 13,675 Value ($000) $996 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 12,867 Value ($000) $839 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 15,283 Value ($000) $811 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 15,185 Value ($000) $564 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 14,173 Value ($000) $472 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 13,660 Value ($000) $459 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 13,505 Value ($000) $642 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 18,468 Value ($000) $768 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 11,656 Value ($000) $468 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 7,379 Value ($000) $374 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 34,819 Value ($000) $1,446 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 38,224 Value ($000) $1,730 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 37,143 Value ($000) $1,896 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 34,399 Value ($000) $1,796 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 35,444 Value ($000) $1,821 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 35,117 Value ($000) $1,536 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 34,159 Value ($000) $1,467 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 5,833 Value ($000) $238 Avg Close $36.81 Range $33.56 - $38.94