SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Avondale Wealth Management's Holding History (CIK: 0001738720)

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

Q4 2025
Shares 8,900 Value ($000) $889 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 8,600 Value ($000) $821 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 8,600 Value ($000) $785 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 8,600 Value ($000) $673 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 8,600 Value ($000) $636 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 11,700 Value ($000) $758 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 9,900 Value ($000) $730 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 16,300 Value ($000) $1,179 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 16,300 Value ($000) $1,121 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 16,500 Value ($000) $906 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 17,500 Value ($000) $992 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 9,000 Value ($000) $471 Avg Close $70.22 Range $43.21 - $82.93