SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Baron Wealth Management LLC's Holding History (CIK: 0001968507)

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

Q4 2025
Shares 4,179 Value ($000) $418 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,771 Value ($000) $360 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,951 Value ($000) $360 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,641 Value ($000) $285 Avg Close $77.67 Range $68.85 - $83.48
Q3 2024
Shares 4,079 Value ($000) $264 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,619 Value ($000) $340 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 6,631 Value ($000) $480 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 6,643 Value ($000) $457 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 6,242 Value ($000) $343 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 6,124 Value ($000) $347 Avg Close $50.45 Range $43.84 - $55.82
Q4 2022
Shares 3,651 Value ($000) $304 Avg Close $74.21 Range $62.42 - $79.82