SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 3,868 Value ($000) $386 Avg Close $94.74 Range $89.35 - $102.28
Q2 2025
Shares 7,089 Value ($000) $647 Avg Close $83.15 Range $65.30 - $90.85