SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 109,386 Value ($000) $10,929 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 104,505 Value ($000) $9,977 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 102,503 Value ($000) $9,352 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 93,943 Value ($000) $7,354 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 85,310 Value ($000) $6,314 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 79,517 Value ($000) $5,153 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 72,420 Value ($000) $5,337 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 69,095 Value ($000) $4,998 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 67,927 Value ($000) $4,673 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 69,757 Value ($000) $3,830 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 139,121 Value ($000) $9,032 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 50,671 Value ($000) $2,654 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 24,999 Value ($000) $2,081 Avg Close $74.21 Range $62.42 - $79.82