SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Disciplined Investments, LLC's Holding History (CIK: 0001812492)

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

Q2 2023
Shares 61 Value ($000) $3 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 1,081 Value ($000) $57 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 1,099 Value ($000) $91 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 1,080 Value ($000) $78 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 1,035 Value ($000) $65 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 69 Value ($000) $6 Avg Close $83.37 Range $70.80 - $91.11
Q3 2020
Shares 60 Value ($000) $2 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 127 Value ($000) $4 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 127 Value ($000) $4 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 127 Value ($000) $6 Avg Close $40.49 Range $31.69 - $47.52