SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 15 Value ($000) $1 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 15 Value ($000) $1 Avg Close $83.15 Range $65.30 - $90.85