SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 37,531 Value ($000) $3,750 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 30,817 Value ($000) $2,942 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 30,701 Value ($000) $2,801 Avg Close $83.15 Range $65.30 - $90.85
Q4 2024
Shares 29,033 Value ($000) $2,149 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 27,882 Value ($000) $1,807 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 27,179 Value ($000) $2,003 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 22,116 Value ($000) $1,600 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 20,603 Value ($000) $1,325 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 18,885 Value ($000) $971 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 19,129 Value ($000) $1,084 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 18,652 Value ($000) $896 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 17,540 Value ($000) $1,460 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 16,316 Value ($000) $1,300 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 2,459 Value ($000) $155 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 2,338 Value ($000) $149 Avg Close $83.37 Range $70.80 - $91.11
Q3 2021
Shares 2,191 Value ($000) $160 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 2,042 Value ($000) $149 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 1,950 Value ($000) $127 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 1,651 Value ($000) $88 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 1,564 Value ($000) $57 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 2,325 Value ($000) $78 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 1,593 Value ($000) $54 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 1,504 Value ($000) $72 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 1,424 Value ($000) $60 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 1,424 Value ($000) $57 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 1,562 Value ($000) $67 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 1,255 Value ($000) $52 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 1,268 Value ($000) $62 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 812 Value ($000) $41 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 1,299 Value ($000) $68 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 1,394 Value ($000) $72 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 678 Value ($000) $30 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 598 Value ($000) $26 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 551 Value ($000) $22 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 582 Value ($000) $23 Avg Close $31.79 Range $27.24 - $36.13