SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Global Financial Private Client, LLC's Holding History (CIK: 0002023568)

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

Q1 2025
Shares 160 Value ($000) $13 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 114 Value ($000) $8 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 95 Value ($000) $6 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 16 Value ($000) $1 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 16 Value ($000) $1 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 766 Value ($000) $53 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 766 Value ($000) $41 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 2,560 Value ($000) $148 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 3,077 Value ($000) $159 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 1,071 Value ($000) $89 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 1,071 Value ($000) $78 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 766 Value ($000) $49 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 1,519 Value ($000) $127 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 766 Value ($000) $64 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 766 Value ($000) $57 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 766 Value ($000) $56 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 766 Value ($000) $51 Avg Close $56.91 Range $47.56 - $64.11
Q4 2020
Shares 766 Value ($000) $41 Avg Close $42.34 Range $33.66 - $49.96
Q3 2020
Shares 750 Value ($000) $28 Avg Close $32.40 Range $30.32 - $34.43
Q2 2020
Shares 750 Value ($000) $25 Avg Close $33.18 Range $29.17 - $42.57
Q1 2020
Shares 750 Value ($000) $25 Avg Close $38.68 Range $25.86 - $45.76