SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q2 2025
Shares 2,893 Value ($000) $264 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 2,846 Value ($000) $223 Avg Close $77.67 Range $68.85 - $83.48