SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Elmwood Wealth Management, Inc.'s Holding History (CIK: 0001731927)

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

Q4 2025
Shares 16,364 Value ($000) $1,635 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 16,364 Value ($000) $1,562 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 16,364 Value ($000) $1,493 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 16,364 Value ($000) $1,281 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 17,346 Value ($000) $1,284 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 14,941 Value ($000) $968 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 14,941 Value ($000) $1,101 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 14,917 Value ($000) $1,079 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 16,361 Value ($000) $1,126 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 16,145 Value ($000) $886 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 15,395 Value ($000) $873 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 15,339 Value ($000) $803 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 12,712 Value ($000) $1,058 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 12,177 Value ($000) $875 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 12,158 Value ($000) $768 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 12,141 Value ($000) $1,024 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 11,721 Value ($000) $986 Avg Close $76.51 Range $68.06 - $81.82
Q2 2021
Shares 11,032 Value ($000) $803 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 11,171 Value ($000) $728 Avg Close $56.91 Range $47.56 - $64.11
Q3 2020
Shares 9,577 Value ($000) $323 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 9,577 Value ($000) $323 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 24,896 Value ($000) $1,300,059 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 9,709 Value ($000) $462 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 10,799 Value ($000) $452 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 12,525 Value ($000) $503 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 14,874 Value ($000) $636 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 14,955 Value ($000) $621 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 24,668 Value ($000) $1,212,441 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 24,655 Value ($000) $1,259,871 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 24,896 Value ($000) $1,300,059 Avg Close $48.14 Range $43.19 - $52.24