SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Pines Wealth Management, LLC's Holding History (CIK: 0002037426)

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

Q4 2025
Shares 2,428 Value ($000) $243 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 2,524 Value ($000) $241 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 2,861 Value ($000) $262 Avg Close $83.15 Range $65.30 - $90.85