SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Carmel Capital Partners, LLC's Holding History (CIK: 0001900481)

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

Q4 2025
Shares 34,821 Value ($000) $3,479 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 24,302 Value ($000) $2,320 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 31,094 Value ($000) $2,837 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 29,141 Value ($000) $2,281 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 28,451 Value ($000) $2,106 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 26,667 Value ($000) $1,728 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 24,835 Value ($000) $1,830 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 24,028 Value ($000) $1,738 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 23,646 Value ($000) $1,627 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 24,346 Value ($000) $1,337 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 25,683 Value ($000) $1,456 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 21,833 Value ($000) $1,144 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 14,508 Value ($000) $1,208 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 15,129 Value ($000) $1,087 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 14,623 Value ($000) $924 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 14,193 Value ($000) $1,197 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 18,625 Value ($000) $1,566 Avg Close $76.51 Range $68.06 - $81.82