SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 5,315 Value ($000) $531 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 5,298 Value ($000) $506 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,228 Value ($000) $477 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 8,005 Value ($000) $627 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 8,060 Value ($000) $596 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 8,290 Value ($000) $537 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 7,704 Value ($000) $568 Avg Close $72.33 Range $67.90 - $77.95
Q4 2023
Shares 7,425 Value ($000) $511 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 7,795 Value ($000) $428 Avg Close $58.47 Range $51.87 - $66.42
Q1 2023
Shares 6,324 Value ($000) $331 Avg Close $70.22 Range $43.21 - $82.93