SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 13,517 Value ($000) $1,350 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 17,118 Value ($000) $1,634 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 33,526 Value ($000) $3,059 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 35,243 Value ($000) $2,759 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 28,797 Value ($000) $2,131 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 24,643 Value ($000) $1,597 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 30,390 Value ($000) $2,239 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 31,797 Value ($000) $2,300 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 29,408 Value ($000) $2,023 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 22,199 Value ($000) $1,219 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 22,520 Value ($000) $1,276 Avg Close $50.45 Range $43.84 - $55.82
Q4 2022
Shares 11,926 Value ($000) $993 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 11,998 Value ($000) $862 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 8,166 Value ($000) $516 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 7,740 Value ($000) $653 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 7,245 Value ($000) $609 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 7,346 Value ($000) $535 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 6,483 Value ($000) $472 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 6,342 Value ($000) $413 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 5,863 Value ($000) $311 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 5,981 Value ($000) $217 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 19,085 Value ($000) $644 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 15,078 Value ($000) $507 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 15,247 Value ($000) $695 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 16,545 Value ($000) $719 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 15,512 Value ($000) $583 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 21,111 Value ($000) $903 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 26,082 Value ($000) $1,167 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 22,835 Value ($000) $1,109 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 21,676 Value ($000) $1,108 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 16,944 Value ($000) $885 Avg Close $48.14 Range $43.19 - $52.24