SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

CWS Financial Advisors, LLC's Holding History (CIK: 0001802459)

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

Q4 2025
Shares 3,367 Value ($000) $336 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,360 Value ($000) $321 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,352 Value ($000) $306 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,352 Value ($000) $262 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,352 Value ($000) $248 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,352 Value ($000) $217 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,352 Value ($000) $247 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,351 Value ($000) $242 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,401 Value ($000) $234 Avg Close $56.12 Range $47.15 - $69.51
Q4 2022
Shares 3,982 Value ($000) $260 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,511 Value ($000) $252 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,413 Value ($000) $216 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 3,421 Value ($000) $288 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 3,409 Value ($000) $287 Avg Close $76.51 Range $68.06 - $81.82
Q2 2021
Shares 3,442 Value ($000) $251 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 3,982 Value ($000) $260 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 3,926 Value ($000) $208 Avg Close $42.34 Range $33.66 - $49.96