SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Diversify Advisory Services, LLC's Holding History (CIK: 0002021232)

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

Q4 2025
Shares 26,212 Value ($000) $2,721 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 23,490 Value ($000) $2,188 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 17,966 Value ($000) $1,773 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 10,051 Value ($000) $817 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 41,314 Value ($000) $3,006 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 42,297 Value ($000) $2,999 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 28,300 Value ($000) $2,109 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 203,205 Value ($000) $14,706 Avg Close $64.26 Range $58.09 - $71.29