SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

ANGELES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001929170)

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

Q4 2025
Shares 10,609 Value ($000) $1,060 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 8,776 Value ($000) $838 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 8,809 Value ($000) $804 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 5,268 Value ($000) $412 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 5,194 Value ($000) $384 Avg Close $73.82 Range $61.44 - $82.34
Q2 2024
Shares 2,814 Value ($000) $207 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 2,894 Value ($000) $209 Avg Close $64.26 Range $58.09 - $71.29
Q4 2022
Shares 2,430 Value ($000) $202 Avg Close $74.21 Range $62.42 - $79.82