SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Wilkinson Global Asset Management LLC's Holding History (CIK: 0001764000)

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

Q2 2025
Shares 2,580 Value ($000) $235 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 2,580 Value ($000) $202 Avg Close $77.67 Range $68.85 - $83.48
Q1 2023
Shares 369,849 Value ($000) $19,373 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 422,509 Value ($000) $35,178 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 424,094 Value ($000) $30,480 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 421,674 Value ($000) $26,642 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 440,562 Value ($000) $37,144 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 428,175 Value ($000) $36,010 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 427,160 Value ($000) $31,114 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 415,900 Value ($000) $30,282 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 418,135 Value ($000) $27,254 Avg Close $56.91 Range $47.56 - $64.11