SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

JEPPSON WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001831263)

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

Q4 2025
Shares 18,818 Value ($000) $1,880 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 18,918 Value ($000) $1,806 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 19,183 Value ($000) $1,750 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 19,305 Value ($000) $1,511 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 19,672 Value ($000) $1,456 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 20,022 Value ($000) $1,298 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 19,343 Value ($000) $1,425 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 19,737 Value ($000) $1,428 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 19,838 Value ($000) $1,365 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 17,661 Value ($000) $970 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 16,268 Value ($000) $922 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 4,712 Value ($000) $247 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 3,044 Value ($000) $253 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 2,866 Value ($000) $206 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,376 Value ($000) $213 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 3,544 Value ($000) $298 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 4,779 Value ($000) $402 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 4,829 Value ($000) $351 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 4,819 Value ($000) $350 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 4,969 Value ($000) $323 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 5,474 Value ($000) $290 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 4,214 Value ($000) $153 Avg Close $32.40 Range $30.32 - $34.43