SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024
Shares 292 Value ($000) $21 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 289 Value ($000) $24 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 290 Value ($000) $16 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 304 Value ($000) $17 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 280 Value ($000) $15 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 289 Value ($000) $24 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 262 Value ($000) $19 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 261 Value ($000) $17 Avg Close $65.53 Range $56.48 - $81.20