SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

B.O.S.S. Retirement Advisors, LLC's Holding History (CIK: 0001964810)

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

Q3 2025
Shares 2,520 Value ($000) $241 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 2,740 Value ($000) $250 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,819 Value ($000) $299 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,803 Value ($000) $355 Avg Close $73.82 Range $61.44 - $82.34
Q4 2023
Shares 4,582 Value ($000) $315 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 4,963 Value ($000) $273 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 4,952 Value ($000) $281 Avg Close $50.45 Range $43.84 - $55.82