SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Premier Path Wealth Partners, LLC's Holding History (CIK: 0001999925)

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

Q4 2025
Shares 11,241 Value ($000) $1,123 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 9,076 Value ($000) $866 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 8,739 Value ($000) $797 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 7,817 Value ($000) $612 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 7,677 Value ($000) $568 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 8,641 Value ($000) $560 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 9,238 Value ($000) $681 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 8,176 Value ($000) $591 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 7,941 Value ($000) $546 Avg Close $56.12 Range $47.15 - $69.51