SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Farther Finance Advisors, LLC's Holding History (CIK: 0001992825)

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

Q4 2025
Shares 63,384 Value ($000) $6,333 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 19,275 Value ($000) $1,840 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 16,952 Value ($000) $1,547 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 14,275 Value ($000) $1,109 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 11,076 Value ($000) $820 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 27,350 Value ($000) $1,773 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 26,599 Value ($000) $1,953 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 27,842 Value ($000) $2,015 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 27,184 Value ($000) $1,870 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 21,572 Value ($000) $1,184 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 13,234 Value ($000) $750 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 2,705 Value ($000) $142 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 746 Value ($000) $62 Avg Close $74.21 Range $62.42 - $79.82