SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Wealth Quarterback LLC's Holding History (CIK: 0001803386)

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

Q2 2025
Shares 5,964 Value ($000) $544 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 6,109 Value ($000) $478 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,074 Value ($000) $450 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 5,977 Value ($000) $387 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 8,644 Value ($000) $637 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 8,490 Value ($000) $614 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 9,269 Value ($000) $638 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 8,828 Value ($000) $485 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 10,285 Value ($000) $583 Avg Close $50.45 Range $43.84 - $55.82
Q4 2019
Shares 33 Value ($000) $1,599 Avg Close $40.49 Range $31.69 - $47.52