SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 1,191 Value ($000) $114 Avg Close $94.54 Range $89.44 - $99.14