SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Bell Investment Advisors, Inc's Holding History (CIK: 0001890149)

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

Q4 2025
Shares 1,867 Value ($000) $187 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 1,879 Value ($000) $179 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 1,901 Value ($000) $173 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 1,881 Value ($000) $147 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 2,215 Value ($000) $164 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 2,227 Value ($000) $144 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 2,250 Value ($000) $166 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 2,236 Value ($000) $162 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 2,219 Value ($000) $153 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 2,223 Value ($000) $122 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 2,145 Value ($000) $122 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 860 Value ($000) $45 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 1,062 Value ($000) $88 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 966 Value ($000) $69 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 867 Value ($000) $55 Avg Close $65.53 Range $56.48 - $81.20
Q4 2021
Shares 965 Value ($000) $81 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 839 Value ($000) $61 Avg Close $67.39 Range $61.94 - $73.65