SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Buttonwood Financial Advisors Inc.'s Holding History (CIK: 0001904033)

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

Q4 2025
Shares 42,412 Value ($000) $4,237 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 42,979 Value ($000) $4,103 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 43,479 Value ($000) $3,967 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 43,867 Value ($000) $3,434 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 44,019 Value ($000) $3,258 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 44,487 Value ($000) $2,883 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 43,044 Value ($000) $3,172 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 43,787 Value ($000) $3,168 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 36,430 Value ($000) $2,506 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 34,133 Value ($000) $1,874 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 32,370 Value ($000) $1,835 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 7,549 Value ($000) $395 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 3,421 Value ($000) $285 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 2,929 Value ($000) $217 Avg Close $66.19 Range $56.71 - $73.90