SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Quantum Financial Advisors, LLC's Holding History (CIK: 0001929139)

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

Q4 2025
Shares 4,935 Value ($000) $493 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,687 Value ($000) $352 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,687 Value ($000) $336 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,687 Value ($000) $289 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,687 Value ($000) $273 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,687 Value ($000) $239 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,689 Value ($000) $272 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,689 Value ($000) $267 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,701 Value ($000) $255 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 3,700 Value ($000) $203 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 3,700 Value ($000) $210 Avg Close $50.45 Range $43.84 - $55.82
Q4 2022
Shares 3,649 Value ($000) $304 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,640 Value ($000) $262 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,631 Value ($000) $254 Avg Close $65.53 Range $56.48 - $81.20