SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Financial Gravity Asset Management, Inc.'s Holding History (CIK: 0001741736)

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

Q3 2025
Shares 77 Value ($000) $7 Avg Close $94.54 Range $89.44 - $99.14
Q1 2025
Shares 130 Value ($000) $10 Avg Close $77.67 Range $68.85 - $83.48
Q1 2024
Shares 1 Value ($000) $0 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 1 Value ($000) $0 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 1 Value ($000) $0 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 57 Value ($000) $2 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 52 Value ($000) $3 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 83 Value ($000) $2 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 1,152 Value ($000) $4,887 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 1,134 Value ($000) $4,419 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 1,512 Value ($000) $5,328 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 2,016 Value ($000) $7,842 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 96 Value ($000) $73 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 221 Value ($000) $82 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 232 Value ($000) $7,046 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 346 Value ($000) $19 Avg Close $42.34 Range $33.66 - $49.96
Q1 2020
Shares 2,011 Value ($000) $13,570 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 2,904 Value ($000) $183 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 3,557 Value ($000) $149 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 5,571 Value ($000) $224 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 1,337 Value ($000) $59 Avg Close $40.95 Range $36.65 - $43.66
Q3 2018
Shares 8 Value ($000) $0 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 1,149 Value ($000) $58 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 21 Value ($000) $1 Avg Close $48.14 Range $43.19 - $52.24