SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Investment Research & Advisory Group, Inc.'s Holding History (CIK: 0001802136)

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

Q4 2025
Shares 66,102 Value ($000) $6,604 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 66,686 Value ($000) $6,367 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 66,078 Value ($000) $6,029 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 65,182 Value ($000) $5,102 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 63,931 Value ($000) $4,732 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 64,336 Value ($000) $4,170 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 61,951 Value ($000) $4,565 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 62,250 Value ($000) $4,503 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 58,979 Value ($000) $4,058 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 58,372 Value ($000) $3,205 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 52,051 Value ($000) $2,950 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 51,275 Value ($000) $2,686 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 51,344 Value ($000) $4,275 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 51,701 Value ($000) $3,716 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 49,573 Value ($000) $3,132 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 47,718 Value ($000) $4,023 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 47,747 Value ($000) $4,016 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 48,329 Value ($000) $3,544 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 47,909 Value ($000) $3,488 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 48,165 Value ($000) $3,139 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 50,022 Value ($000) $2,653 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 49,110 Value ($000) $1,779 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 48,330 Value ($000) $1,639 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 37,246 Value ($000) $1,252 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 44,925 Value ($000) $2,137 Avg Close $40.49 Range $31.69 - $47.52