SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Allen Mooney & Barnes Investment Advisors LLC's Holding History (CIK: 0002001461)

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

Q4 2025
Shares 148,104 Value ($000) $14,797 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 145,928 Value ($000) $13,932 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 181,949 Value ($000) $16,601 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 183,489 Value ($000) $14,363 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 179,530 Value ($000) $13,287 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 176,902 Value ($000) $11,465 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 180,292 Value ($000) $13,286 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 179,008 Value ($000) $12,642 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 178,763 Value ($000) $12,299 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 174,836 Value ($000) $9,599 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 166,734 Value ($000) $9,450 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 6,763 Value ($000) $354 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 7,562 Value ($000) $630 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 7,561 Value ($000) $543 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 7,640 Value ($000) $483 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 7,638 Value ($000) $644 Avg Close $83.37 Range $70.80 - $91.11