SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Retirement Planning Co of New England, Inc.'s Holding History (CIK: 0001817693)

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

Q4 2025
Shares 3,762 Value ($000) $376 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,645 Value ($000) $348 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,601 Value ($000) $329 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,076 Value ($000) $319 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,862 Value ($000) $286 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,595 Value ($000) $298 Avg Close $64.56 Range $59.83 - $75.21
Q1 2024
Shares 3,732 Value ($000) $270 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 10,165 Value ($000) $699 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 7,131 Value ($000) $391 Avg Close $58.47 Range $51.87 - $66.42
Q4 2021
Shares 1,729 Value ($000) $145 Avg Close $76.51 Range $68.06 - $81.82