SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q3 2023
Shares 888 Value ($000) $49 Avg Close $58.47 Range $51.87 - $66.42
Q1 2023
Shares 888 Value ($000) $47 Avg Close $70.22 Range $43.21 - $82.93