SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Prosperity Wealth Management, Inc.'s Holding History (CIK: 0001991463)

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

Q4 2025
Shares 7,275 Value ($000) $727 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 6,659 Value ($000) $636 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 6,325 Value ($000) $577 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 8,215 Value ($000) $643 Avg Close $77.67 Range $68.85 - $83.48
Q3 2023
Shares 4,125 Value ($000) $226 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 3,914 Value ($000) $222 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 6,302 Value ($000) $330 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 2,736 Value ($000) $228 Avg Close $74.21 Range $62.42 - $79.82