SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Independence Wealth Advisors, LLC's Holding History (CIK: 0002001765)

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

Q4 2025
Shares 8,611 Value ($000) $860 Avg Close $94.74 Range $89.35 - $102.28