SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Legacy Advisors, LLC's Holding History (CIK: 0001720969)

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

Q1 2025
Shares 9,038 Value ($000) $707 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 8,507 Value ($000) $630 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 7,397 Value ($000) $479 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 6,985 Value ($000) $515 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 6,513 Value ($000) $471 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 6,167 Value ($000) $424 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 5,256 Value ($000) $289 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,835 Value ($000) $274 Avg Close $50.45 Range $43.84 - $55.82
Q3 2017
Shares 75 Value ($000) $3 Avg Close $37.16 Range $34.09 - $39.72