SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Beacon Capital Management, LLC's Holding History (CIK: 0001921487)

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

Q2 2025
Shares 320 Value ($000) $29 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 487 Value ($000) $38 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 318 Value ($000) $24 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 338 Value ($000) $22 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 261 Value ($000) $19 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 420 Value ($000) $30 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 648 Value ($000) $36 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 647 Value ($000) $37 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 647 Value ($000) $37 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 470 Value ($000) $25 Avg Close $70.22 Range $43.21 - $82.93