SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 705 Value ($000) $70 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 705 Value ($000) $67 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 705 Value ($000) $64 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 145 Value ($000) $11 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 834 Value ($000) $62 Avg Close $73.82 Range $61.44 - $82.34
Q3 2020
Shares 1,094 Value ($000) $40 Avg Close $32.40 Range $30.32 - $34.43
Q1 2020
Shares 1,069 Value ($000) $36 Avg Close $38.68 Range $25.86 - $45.76
Q3 2019
Shares 1,069 Value ($000) $45 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 1,069 Value ($000) $42 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 994 Value ($000) $43 Avg Close $40.95 Range $36.65 - $43.66