SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 19,033 Value ($000) $1,902 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 5,364 Value ($000) $512 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 5,094 Value ($000) $465 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,389 Value ($000) $265 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,488 Value ($000) $258 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 5,413 Value ($000) $351 Avg Close $64.56 Range $59.83 - $75.21
Q1 2023
Shares 192 Value ($000) $10 Avg Close $70.22 Range $43.21 - $82.93