SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q1 2025
Shares 858 Value ($000) $67 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 857 Value ($000) $63 Avg Close $73.82 Range $61.44 - $82.34