SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

EVOKE WEALTH, LLC's Holding History (CIK: 0001793432)

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

Q4 2025
Shares 11,959 Value ($000) $1,195 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 11,297 Value ($000) $1,079 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 9,466 Value ($000) $864 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 6,467 Value ($000) $506 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,251 Value ($000) $463 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 5,952 Value ($000) $386 Avg Close $64.56 Range $59.83 - $75.21
Q1 2024
Shares 5,881 Value ($000) $425 Avg Close $64.26 Range $58.09 - $71.29
Q3 2023
Shares 5,445 Value ($000) $299 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 5,196 Value ($000) $295 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 5,092 Value ($000) $267 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 2,765 Value ($000) $230 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 2,683 Value ($000) $193 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 2,611 Value ($000) $165 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 2,701 Value ($000) $228 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 2,536 Value ($000) $213 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 2,036 Value ($000) $148 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 2,149 Value ($000) $156 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 2,170 Value ($000) $141 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 5,086 Value ($000) $270 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 4,913 Value ($000) $178 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 4,920 Value ($000) $166 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 5,020 Value ($000) $168,771 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 5,111 Value ($000) $243,065 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 5,065 Value ($000) $211,901 Avg Close $36.91 Range $32.85 - $40.64