SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Valued Wealth Advisors LLC's Holding History (CIK: 0002007175)

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

Q4 2025
Shares 337 Value ($000) $34 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 316 Value ($000) $30 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 308 Value ($000) $28 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 297 Value ($000) $23 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 282 Value ($000) $21 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 287 Value ($000) $19 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 317 Value ($000) $23 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 259 Value ($000) $19 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 167 Value ($000) $9 Avg Close $56.12 Range $47.15 - $69.51