SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Moisand Fitzgerald Tamayo, LLC's Holding History (CIK: 0001649107)

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

Q4 2023
Shares 21 Value ($000) $1 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 55 Value ($000) $3 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 34 Value ($000) $2 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 34 Value ($000) $2 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 34 Value ($000) $3 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 15 Value ($000) $1 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 22 Value ($000) $1 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 44 Value ($000) $4 Avg Close $83.37 Range $70.80 - $91.11
Q1 2020
Shares 58 Value ($000) $2 Avg Close $38.68 Range $25.86 - $45.76
Q4 2019
Shares 58 Value ($000) $3 Avg Close $40.49 Range $31.69 - $47.52
Q3 2019
Shares 58 Value ($000) $2 Avg Close $36.91 Range $32.85 - $40.64
Q2 2019
Shares 58 Value ($000) $2 Avg Close $39.68 Range $34.96 - $42.48
Q1 2019
Shares 58 Value ($000) $2 Avg Close $40.95 Range $36.65 - $43.66
Q4 2018
Shares 58 Value ($000) $2 Avg Close $40.90 Range $34.25 - $47.37
Q3 2018
Shares 58 Value ($000) $3 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 58 Value ($000) $3 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 58 Value ($000) $3 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 58 Value ($000) $3 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 58 Value ($000) $3 Avg Close $37.16 Range $34.09 - $39.72