SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q2 2024
Shares 4,375 Value ($000) $322 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 11,053 Value ($000) $800 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 10,776 Value ($000) $741 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 11,305 Value ($000) $621 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 11,729 Value ($000) $665 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 11,500 Value ($000) $602 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 10,413 Value ($000) $867 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 10,877 Value ($000) $782 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 10,839 Value ($000) $685 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 7,753 Value ($000) $654 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 7,557 Value ($000) $636 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 7,517 Value ($000) $548 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 4,321 Value ($000) $315 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 4,303 Value ($000) $280 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 5,247 Value ($000) $278 Avg Close $42.34 Range $33.66 - $49.96