SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

RMR Wealth Builders's Holding History (CIK: 0001803848)

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

Q4 2025
Shares 6,107 Value ($000) $610 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 6,119 Value ($000) $584 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 7,732 Value ($000) $705 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 7,493 Value ($000) $587 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 7,292 Value ($000) $540 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 7,408 Value ($000) $480 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 7,433 Value ($000) $548 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 7,348 Value ($000) $532 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 19,343 Value ($000) $1,331 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 15,599 Value ($000) $856 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 7,467 Value ($000) $423 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 6,478 Value ($000) $339 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 6,550 Value ($000) $545 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 6,599 Value ($000) $474 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 6,354 Value ($000) $401 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 6,159 Value ($000) $519 Avg Close $83.37 Range $70.80 - $91.11
Q3 2021
Shares 9,572 Value ($000) $697 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 9,571 Value ($000) $697 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 10,893 Value ($000) $710 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 10,862 Value ($000) $576 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 9,568 Value ($000) $347 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 9,144 Value ($000) $309 Avg Close $33.18 Range $29.17 - $42.57
Q4 2019
Shares 5,912 Value ($000) $281 Avg Close $40.49 Range $31.69 - $47.52