SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Peterson Wealth Services's Holding History (CIK: 0001906799)

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

Q4 2025
Shares 3,457 Value ($000) $345 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 1,753 Value ($000) $330 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,320 Value ($000) $303 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,656 Value ($000) $286 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,790 Value ($000) $280 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,771 Value ($000) $244 Avg Close $64.56 Range $59.83 - $75.21
Q4 2023
Shares 6,880 Value ($000) $477 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,862 Value ($000) $265 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,413 Value ($000) $252 Avg Close $50.45 Range $43.84 - $55.82