SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 605 Value ($000) $60 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 556 Value ($000) $53 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 254 Value ($000) $23 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 204 Value ($000) $16 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 174 Value ($000) $13 Avg Close $73.82 Range $61.44 - $82.34