SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Clearview Wealth Advisors LLC's Holding History (CIK: 0001840306)

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

Q4 2025
Shares 3,963 Value ($000) $396 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 4,158 Value ($000) $397 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 4,270 Value ($000) $390 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,276 Value ($000) $335 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,413 Value ($000) $327 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,444 Value ($000) $288 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,544 Value ($000) $335 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,752 Value ($000) $344 Avg Close $64.26 Range $58.09 - $71.29
Q4 2021
Shares 141 Value ($000) $12 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 141 Value ($000) $10 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 126 Value ($000) $9 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 126 Value ($000) $8 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 126 Value ($000) $7 Avg Close $42.34 Range $33.66 - $49.96