SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

WADDELL & ASSOCIATES, LLC's Holding History (CIK: 0001776757)

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

Q4 2025
Shares 4,820 Value ($000) $482 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 6,367 Value ($000) $608 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,323 Value ($000) $486 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,074 Value ($000) $319 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,128 Value ($000) $306 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,140 Value ($000) $268 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,107 Value ($000) $303 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,028 Value ($000) $291 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,898 Value ($000) $268 Avg Close $56.12 Range $47.15 - $69.51
Q4 2022
Shares 3,580 Value ($000) $298 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,264 Value ($000) $235 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,353 Value ($000) $212 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 3,329 Value ($000) $281 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 7,141 Value ($000) $601 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 7,139 Value ($000) $520 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 7,136 Value ($000) $520 Avg Close $66.61 Range $59.64 - $71.97