SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Savvy Advisors, Inc.'s Holding History (CIK: 0002003633)

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

Q4 2025
Shares 32,831 Value ($000) $3,280 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 27,969 Value ($000) $2,670 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 26,068 Value ($000) $2,378 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 20,775 Value ($000) $1,626 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 19,397 Value ($000) $1,436 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 5,518 Value ($000) $358 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,231 Value ($000) $238 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 2,832 Value ($000) $205 Avg Close $64.26 Range $58.09 - $71.29