SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 2,936 Value ($000) $293 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 2,914 Value ($000) $278 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 2,890 Value ($000) $264 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 2,750 Value ($000) $215 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 2,710 Value ($000) $201 Avg Close $73.82 Range $61.44 - $82.34
Q2 2024
Shares 4,479 Value ($000) $330 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,342 Value ($000) $314 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,288 Value ($000) $295 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,176 Value ($000) $229 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,164 Value ($000) $236 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 3,853 Value ($000) $202 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 3,720 Value ($000) $310 Avg Close $74.21 Range $62.42 - $79.82