SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Bellwether Advisors, LLC's Holding History (CIK: 0001819815)

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

Q4 2025
Shares 2,496 Value ($000) $249 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 13,983 Value ($000) $1,335 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 2,363 Value ($000) $216 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 28,122 Value ($000) $2,201 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,770 Value ($000) $353 Avg Close $73.82 Range $61.44 - $82.34
Q1 2023
Shares 2,309 Value ($000) $121 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 2,309 Value ($000) $192 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 2,309 Value ($000) $165 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 2,309 Value ($000) $145 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 2,309 Value ($000) $194 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 7,760 Value ($000) $652 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 100 Value ($000) $7 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 100 Value ($000) $7 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 100 Value ($000) $6 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 100 Value ($000) $5 Avg Close $42.34 Range $33.66 - $49.96