SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 4,652 Value ($000) $465 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 4,642 Value ($000) $428 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 4,632 Value ($000) $423 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,651 Value ($000) $364 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 9,687 Value ($000) $717 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 10,054 Value ($000) $652 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 9,904 Value ($000) $727 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 9,918 Value ($000) $717 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 10,290 Value ($000) $708 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 10,710 Value ($000) $588 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 10,025 Value ($000) $568 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 10,191 Value ($000) $534 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 4,765 Value ($000) $397 Avg Close $74.21 Range $62.42 - $79.82