SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Accurate Wealth Management, LLC's Holding History (CIK: 0001877728)

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

Q4 2025
Shares 5,591 Value ($000) $560 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 5,556 Value ($000) $519 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,538 Value ($000) $515 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,463 Value ($000) $267 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,439 Value ($000) $250 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,411 Value ($000) $245 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,264 Value ($000) $245 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,089 Value ($000) $227 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,344 Value ($000) $283 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,522 Value ($000) $243 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,288 Value ($000) $251 Avg Close $50.45 Range $43.84 - $55.82
Q4 2022
Shares 1,173 Value ($000) $100 Avg Close $74.21 Range $62.42 - $79.82