SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 2,139 Value ($000) $214 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 2,148 Value ($000) $205 Avg Close $94.54 Range $89.44 - $99.14
Q2 2024
Shares 69,427 Value ($000) $0 Avg Close $72.33 Range $67.90 - $77.95
Q3 2021
Shares 618 Value ($000) $45 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 616 Value ($000) $45 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 768 Value ($000) $41 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 768 Value ($000) $41 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 558 Value ($000) $20 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 556 Value ($000) $19 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 935 Value ($000) $31 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 1,122 Value ($000) $53 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 1,099 Value ($000) $46 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 6,750 Value ($000) $271 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 941 Value ($000) $40 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 1,199 Value ($000) $49 Avg Close $40.90 Range $34.25 - $47.37