SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001723223)

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

Q3 2023
Shares 11,174 Value ($000) $613 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 10,430 Value ($000) $591 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 10,439 Value ($000) $547 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 10,435 Value ($000) $869 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 10,431 Value ($000) $749 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 10,627 Value ($000) $671 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 10,623 Value ($000) $896 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 10,620 Value ($000) $893 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 10,717 Value ($000) $780 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 11,213 Value ($000) $816 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 11,610 Value ($000) $756 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 11,606 Value ($000) $615 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 10,509 Value ($000) $380 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 14,854 Value ($000) $501 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 14,948 Value ($000) $502 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 14,540 Value ($000) $691 Avg Close $40.49 Range $31.69 - $47.52
Q3 2018
Shares 1,638 Value ($000) $80 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 383 Value ($000) $19 Avg Close $49.84 Range $44.72 - $54.23
Q4 2017
Shares 283 Value ($000) $14 Avg Close $42.12 Range $37.80 - $47.12