SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 7,218 Value ($000) $689 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 6,520 Value ($000) $600 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 6,508 Value ($000) $599 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 6,496 Value ($000) $454 Avg Close $77.67 Range $68.85 - $83.48
Q3 2024
Shares 6,529 Value ($000) $466 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 5,199 Value ($000) $388 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 4,691 Value ($000) $362 Avg Close $64.26 Range $58.09 - $71.29
Q3 2023
Shares 6,548 Value ($000) $359 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 6,835 Value ($000) $448 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 6,835 Value ($000) $373 Avg Close $70.22 Range $43.21 - $82.93