SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q3 2025

Shares 287 Value ($000) $27 Avg Close $94.54 Range $89.44 - $99.14

Q1 2025

Shares 1 Value ($000) $0 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 1 Value ($000) $0 Avg Close $73.82 Range $61.44 - $82.34

Q3 2024

Shares 1 Value ($000) $0 Avg Close $64.56 Range $59.83 - $75.21

Q3 2022

Shares 350 Value ($000) $25 Avg Close $66.19 Range $56.71 - $73.90

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	287	$27	$94.54	$89.44 - $99.14
Q1 2025	1	$0	$77.67	$68.85 - $83.48
Q4 2024	1	$0	$73.82	$61.44 - $82.34
Q3 2024	1	$0	$64.56	$59.83 - $75.21
Q3 2022	350	$25	$66.19	$56.71 - $73.90