SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q2 2024
Shares 3,647 Value ($000) $269 Avg Close $72.33 Range $67.90 - $77.95
Q4 2023
Shares 4,643 Value ($000) $319 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 7,254 Value ($000) $398 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,846 Value ($000) $275 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,971 Value ($000) $260 Avg Close $70.22 Range $43.21 - $82.93
Q3 2022
Shares 3,115 Value ($000) $223 Avg Close $66.19 Range $56.71 - $73.90
Q3 2021
Shares 5,257 Value ($000) $383 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 5,655 Value ($000) $412 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 4,819 Value ($000) $314 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 6,432 Value ($000) $341 Avg Close $42.34 Range $33.66 - $49.96