SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Semus Wealth Partners LLC's Holding History (CIK: 0001964775)

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

Q4 2025
Shares 3,912 Value ($000) $391 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 4,281 Value ($000) $409 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 4,267 Value ($000) $389 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,455 Value ($000) $349 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,421 Value ($000) $327 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,408 Value ($000) $286 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,724 Value ($000) $274 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,383 Value ($000) $245 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,372 Value ($000) $232 Avg Close $56.12 Range $47.15 - $69.51