SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Coastal Investment Advisors, Inc.'s Holding History (CIK: 0001776792)

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

Q4 2024

Shares 725 Value ($000) $54 Avg Close $73.82 Range $61.44 - $82.34

Q3 2024

Shares 31 Value ($000) $2 Avg Close $64.56 Range $59.83 - $75.21

Q2 2024

Shares 16,669 Value ($000) $1,228 Avg Close $72.33 Range $67.90 - $77.95

Q1 2024

Shares 15,665 Value ($000) $1,133 Avg Close $64.26 Range $58.09 - $71.29

Q4 2023

Shares 15,321 Value ($000) $1,054 Avg Close $56.12 Range $47.15 - $69.51

Q3 2023

Shares 13,575 Value ($000) $769 Avg Close $58.47 Range $51.87 - $66.42

Q2 2023

Shares 14,176 Value ($000) $804 Avg Close $50.45 Range $43.84 - $55.82

Q1 2023

Shares 12,201 Value ($000) $639 Avg Close $70.22 Range $43.21 - $82.93

Q4 2022

Shares 10,604 Value ($000) $883 Avg Close $74.21 Range $62.42 - $79.82

Q3 2022

Shares 10,710 Value ($000) $770 Avg Close $66.19 Range $56.71 - $73.90

Q2 2022

Shares 10,955 Value ($000) $700 Avg Close $65.53 Range $56.48 - $81.20

Q1 2022

Shares 10,777 Value ($000) $909 Avg Close $83.37 Range $70.80 - $91.11

Q4 2021

Shares 10,723 Value ($000) $902 Avg Close $76.51 Range $68.06 - $81.82

Q3 2021

Shares 11,437 Value ($000) $833 Avg Close $67.39 Range $61.94 - $73.65

Q2 2021

Shares 11,586 Value ($000) $844 Avg Close $66.61 Range $59.64 - $71.97

Q1 2021

Shares 12,091 Value ($000) $788 Avg Close $56.91 Range $47.56 - $64.11

Q4 2020

Shares 12,020 Value ($000) $638 Avg Close $42.34 Range $33.66 - $49.96

Q3 2020

Shares 12,014 Value ($000) $435 Avg Close $32.40 Range $30.32 - $34.43

Q2 2020

Shares 11,037 Value ($000) $372 Avg Close $33.18 Range $29.17 - $42.57

Q1 2020

Shares 11,005 Value ($000) $370 Avg Close $38.68 Range $25.86 - $45.76

Q4 2019

Shares 14,043 Value ($000) $700 Avg Close $40.49 Range $31.69 - $47.52

Q3 2019

Shares 11,486 Value ($000) $479 Avg Close $36.91 Range $32.85 - $40.64

Q2 2019

Shares 10,686 Value ($000) $427 Avg Close $39.68 Range $34.96 - $42.48

Q1 2019

Shares 9,462 Value ($000) $409 Avg Close $40.95 Range $36.65 - $43.66

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2024	725	$54	$73.82	$61.44 - $82.34
Q3 2024	31	$2	$64.56	$59.83 - $75.21
Q2 2024	16,669	$1,228	$72.33	$67.90 - $77.95
Q1 2024	15,665	$1,133	$64.26	$58.09 - $71.29
Q4 2023	15,321	$1,054	$56.12	$47.15 - $69.51
Q3 2023	13,575	$769	$58.47	$51.87 - $66.42
Q2 2023	14,176	$804	$50.45	$43.84 - $55.82
Q1 2023	12,201	$639	$70.22	$43.21 - $82.93
Q4 2022	10,604	$883	$74.21	$62.42 - $79.82
Q3 2022	10,710	$770	$66.19	$56.71 - $73.90
Q2 2022	10,955	$700	$65.53	$56.48 - $81.20
Q1 2022	10,777	$909	$83.37	$70.80 - $91.11
Q4 2021	10,723	$902	$76.51	$68.06 - $81.82
Q3 2021	11,437	$833	$67.39	$61.94 - $73.65
Q2 2021	11,586	$844	$66.61	$59.64 - $71.97
Q1 2021	12,091	$788	$56.91	$47.56 - $64.11
Q4 2020	12,020	$638	$42.34	$33.66 - $49.96
Q3 2020	12,014	$435	$32.40	$30.32 - $34.43
Q2 2020	11,037	$372	$33.18	$29.17 - $42.57
Q1 2020	11,005	$370	$38.68	$25.86 - $45.76
Q4 2019	14,043	$700	$40.49	$31.69 - $47.52
Q3 2019	11,486	$479	$36.91	$32.85 - $40.64
Q2 2019	10,686	$427	$39.68	$34.96 - $42.48
Q1 2019	9,462	$409	$40.95	$36.65 - $43.66