SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q2 2025
Shares 1,340 Value ($000) $122 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 1,327 Value ($000) $104 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 1,327 Value ($000) $98 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 1,327 Value ($000) $86 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 1,341 Value ($000) $99 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 1,341 Value ($000) $97 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 1,341 Value ($000) $92 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 3,782 Value ($000) $208 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 6,034 Value ($000) $342 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 12,399 Value ($000) $649 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 7,438 Value ($000) $619 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 7,522 Value ($000) $475 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 7,522 Value ($000) $475 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 7,777 Value ($000) $656 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 7,880 Value ($000) $663 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 5,933 Value ($000) $432 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 5,933 Value ($000) $432 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 5,933 Value ($000) $387 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 5,933 Value ($000) $315 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 5,933 Value ($000) $215 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 6,242 Value ($000) $211 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 6,242 Value ($000) $210 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 6,242 Value ($000) $297 Avg Close $40.49 Range $31.69 - $47.52