SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 65,102 Value ($000) $6,504 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 67,229 Value ($000) $6,418 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 58,346 Value ($000) $5,190 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 137,589 Value ($000) $10,771 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 89,650 Value ($000) $6,635 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 88,295 Value ($000) $5,722 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 90,141 Value ($000) $6,630 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 18,994 Value ($000) $1,374 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 19,601 Value ($000) $1,250 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 17,585 Value ($000) $965 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 15,427 Value ($000) $874 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 14,090 Value ($000) $738 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 8,440 Value ($000) $1 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 8,474 Value ($000) $609 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 12,146 Value ($000) $767 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 127,245 Value ($000) $10,743 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 33,506 Value ($000) $2,818 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 20,410 Value ($000) $1,487 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 21,208 Value ($000) $1,536 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 45,317 Value ($000) $2,928 Avg Close $56.91 Range $47.56 - $64.11