SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Optimize Financial Inc's Holding History (CIK: 0002033266)

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

Q4 2025
Shares 4,964 Value ($000) $496 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 4,896 Value ($000) $467 Avg Close $94.54 Range $89.44 - $99.14