SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024
Shares 25 Value ($000) $2 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 25 Value ($000) $2 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 25 Value ($000) $1 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 25 Value ($000) $1 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 1,797 Value ($000) $94 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 22 Value ($000) $1 Avg Close $74.21 Range $62.42 - $79.82
Q2 2022
Shares 22 Value ($000) $1 Avg Close $65.53 Range $56.48 - $81.20