SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Crewe Advisors LLC's Holding History (CIK: 0001730033)

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

Q4 2025
Shares 696 Value ($000) $70 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 684 Value ($000) $65 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 704 Value ($000) $64 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 660 Value ($000) $52 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 629 Value ($000) $47 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 861 Value ($000) $56 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 813 Value ($000) $60 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 279 Value ($000) $20 Avg Close $64.26 Range $58.09 - $71.29
Q2 2023
Shares 90 Value ($000) $5 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 205 Value ($000) $11 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 376 Value ($000) $31 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 863 Value ($000) $62 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 677 Value ($000) $43 Avg Close $65.53 Range $56.48 - $81.20