SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

MBM Wealth Consultants, LLC's Holding History (CIK: 0001762068)

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

Q4 2025
Shares 17,651 Value ($000) $1,764 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 17,514 Value ($000) $1,672 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 17,522 Value ($000) $1,599 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 17,899 Value ($000) $1,401 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 17,677 Value ($000) $1,305 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 17,052 Value ($000) $1,105 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 15,445 Value ($000) $1,151 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 15,909 Value ($000) $1,151 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 13,958 Value ($000) $892 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 12,858 Value ($000) $660 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 9,341 Value ($000) $546 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 6,795 Value ($000) $0 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 6,795 Value ($000) $1 Avg Close $74.21 Range $62.42 - $79.82
Q3 2019
Shares 6,413 Value ($000) $268 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 5,738 Value ($000) $232 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 4,939 Value ($000) $211 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 3,582 Value ($000) $149 Avg Close $40.90 Range $34.25 - $47.37