SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Wealth Group, Ltd.'s Holding History (CIK: 0002013988)

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

Q4 2025
Shares 3,852 Value ($000) $0 Avg Close $94.74 Range $89.35 - $102.28
Q2 2025
Shares 3,893 Value ($000) $0 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,575 Value ($000) $0 Avg Close $77.67 Range $68.85 - $83.48