SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 9,100 Value ($000) $909 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 9,424 Value ($000) $900 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 8,794 Value ($000) $802 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 8,580 Value ($000) $672 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 6,341 Value ($000) $469 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 6,743 Value ($000) $437 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 6,831 Value ($000) $503 Avg Close $72.33 Range $67.90 - $77.95