SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Burton Enright Welch's Holding History (CIK: 0002105919)

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

Q4 2025
Shares 2,140 Value ($000) $214 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,135 Value ($000) $299 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,067 Value ($000) $280 Avg Close $83.15 Range $65.30 - $90.85
Q4 2022
Shares 9,188 Value ($000) $765 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 8,937 Value ($000) $642 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 10,861 Value ($000) $686 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 11,684 Value ($000) $985 Avg Close $83.37 Range $70.80 - $91.11