SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Signature Wealth Management Group's Holding History (CIK: 0001736666)

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

Q4 2025
Shares 2,951 Value ($000) $295 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,050 Value ($000) $291 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,062 Value ($000) $279 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,737 Value ($000) $293 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 24,974 Value ($000) $1,848 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 24,308 Value ($000) $1,575 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 24,180 Value ($000) $1,782 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 23,836 Value ($000) $1,750 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 21,594 Value ($000) $1,486 Avg Close $56.12 Range $47.15 - $69.51
Q2 2023
Shares 19,755 Value ($000) $1,120 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 20,197 Value ($000) $1,058 Avg Close $70.22 Range $43.21 - $82.93
Q4 2019
Shares 15,494 Value ($000) $737 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 15,338 Value ($000) $642 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 15,600 Value ($000) $637 Avg Close $39.68 Range $34.96 - $42.48
Q2 2018
Shares 13 Value ($000) $1 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 13 Value ($000) $1 Avg Close $48.14 Range $43.19 - $52.24