SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 9,831 Value ($000) $982 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 9,862 Value ($000) $942 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 11,177 Value ($000) $1,020 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 10,656 Value ($000) $834 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 8,121 Value ($000) $601 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 13,003 Value ($000) $843 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 13,322 Value ($000) $982 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 18,617 Value ($000) $1,347 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 18,551 Value ($000) $1,276 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 15,699 Value ($000) $862 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 10,117 Value ($000) $573 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 20,914 Value ($000) $1,095 Avg Close $70.22 Range $43.21 - $82.93
Q3 2022
Shares 17,408 Value ($000) $1 Avg Close $66.19 Range $56.71 - $73.90