SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Professional Financial Advisors, LLC's Holding History (CIK: 0001798221)

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

Q4 2025
Shares 21,512 Value ($000) $2,149 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 21,498 Value ($000) $2,052 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 20,857 Value ($000) $1,903 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 20,941 Value ($000) $1,639 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 20,637 Value ($000) $1,527 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 19,991 Value ($000) $1,296 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 19,063 Value ($000) $1,405 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 18,700 Value ($000) $1,353 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 16,654 Value ($000) $1,146 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 13,689 Value ($000) $752 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 13,354 Value ($000) $757 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 13,049 Value ($000) $1,100 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 13,703 Value ($000) $1,141 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 13,660 Value ($000) $982 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 13,414 Value ($000) $847 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 13,049 Value ($000) $1,100 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 15,640 Value ($000) $1,315 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 15,910 Value ($000) $1,159 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 15,570 Value ($000) $1,140 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 15,635 Value ($000) $1,019 Avg Close $56.91 Range $47.56 - $64.11