SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Keebeck Wealth Management's Holding History (CIK: 0001803675)

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

Q4 2025
Shares 9,099 Value ($000) $909 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 8,767 Value ($000) $837 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 8,113 Value ($000) $740 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 8,113 Value ($000) $635 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 8,870 Value ($000) $656 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 8,870 Value ($000) $575 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 8,768 Value ($000) $646 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 8,768 Value ($000) $634 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 8,768 Value ($000) $603 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 8,853 Value ($000) $486 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 8,854 Value ($000) $502 Avg Close $50.45 Range $43.84 - $55.82
Q2 2020
Shares 1,324 Value ($000) $44 Avg Close $33.18 Range $29.17 - $42.57
Q4 2019
Shares 3,709 Value ($000) $176 Avg Close $40.49 Range $31.69 - $47.52