SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 10,975 Value ($000) $1,097 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 9,975 Value ($000) $952 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 9,735 Value ($000) $888 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 9,315 Value ($000) $758 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 9,130 Value ($000) $676 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 10,228 Value ($000) $663 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 10,312 Value ($000) $760 Avg Close $72.33 Range $67.90 - $77.95
Q4 2022
Shares 3,954 Value ($000) $329 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 2,909 Value ($000) $209 Avg Close $66.19 Range $56.71 - $73.90