SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 7,730 Value ($000) $772 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 7,576 Value ($000) $723 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 7,587 Value ($000) $692 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 7,773 Value ($000) $608 Avg Close $77.67 Range $68.85 - $83.48
Q4 2022
Shares 2,469 Value ($000) $206 Avg Close $74.21 Range $62.42 - $79.82
Q1 2019
Shares 2,552 Value ($000) $109 Avg Close $40.95 Range $36.65 - $43.66
Q3 2018
Shares 3,778 Value ($000) $186 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 2,729 Value ($000) $139 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 2,729 Value ($000) $143 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 2,755 Value ($000) $142 Avg Close $42.12 Range $37.80 - $47.12