SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 3,529 Value ($000) $353 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,637 Value ($000) $347 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,881 Value ($000) $354 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,758 Value ($000) $294 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,787 Value ($000) $280 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,965 Value ($000) $257 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,566 Value ($000) $336 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,605 Value ($000) $333 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,750 Value ($000) $327 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,704 Value ($000) $258 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,670 Value ($000) $265 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 5,244 Value ($000) $275 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 4,750 Value ($000) $327 Avg Close $74.21 Range $62.42 - $79.82