SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 15,148 Value ($000) $1,513 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 18,008 Value ($000) $1,719 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 18,624 Value ($000) $1,699 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 7,311 Value ($000) $572 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,638 Value ($000) $491 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,357 Value ($000) $282 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,725 Value ($000) $274 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,374 Value ($000) $244 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,041 Value ($000) $278 Avg Close $56.12 Range $47.15 - $69.51
Q4 2022
Shares 3,996 Value ($000) $333 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,050 Value ($000) $219 Avg Close $66.19 Range $56.71 - $73.90
Q1 2022
Shares 3,169 Value ($000) $267 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 2,763 Value ($000) $232 Avg Close $76.51 Range $68.06 - $81.82
Q1 2019
Shares 1,156 Value ($000) $49 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 234 Value ($000) $10 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 223 Value ($000) $10 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 197 Value ($000) $10 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 218 Value ($000) $11 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 170 Value ($000) $8 Avg Close $42.12 Range $37.80 - $47.12