SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 7,789 Value ($000) $778 Avg Close $94.74 Range $89.35 - $102.28
Q1 2022
Shares 2,834 Value ($000) $239 Avg Close $83.37 Range $70.80 - $91.11