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Investment Research & Advisory Group, Inc.
> SCHW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB CHARLES CORP | SCHW | 52,051 | 707 | 2,950,243,000 | -1,324,699,000 | $56,679.85 |
| 12/31/2022 | SCHWAB CHARLES CORP | SCHW | 51,344 | -357 | 4,274,942,000 | 4,271,226,000 | $83,260.79 |
| 09/30/2022 | SCHWAB CHARLES CORP | SCHW | 51,701 | 2,128 | 3,716,000 | 584,000 | $71.87 |
| 06/30/2022 | SCHWAB CHARLES CORP | SCHW | 49,573 | 1,855 | 3,132,000 | -891,000 | $63.18 |
| 03/31/2022 | SCHWAB CHARLES CORP | SCHW | 47,718 | -29 | 4,023,000 | 7,000 | $84.31 |
| 12/31/2021 | SCHWAB CHARLES CORP | SCHW | 47,747 | -582 | 4,016,000 | 472,000 | $84.11 |
| 09/30/2021 | SCHWAB CHARLES CORP | SCHW | 48,329 | 420 | 3,544,000 | 56,000 | $73.33 |
| 06/30/2021 | SCHWAB CHARLES CORP | SCHW | 47,909 | -2,113 | 3,488,000 | 835,000 | $72.80 |
| 12/31/2020 | SCHWAB CHARLES CORP | SCHW | 50,022 | 912 | 2,653,000 | 874,000 | $53.04 |
| 09/30/2020 | SCHWAB CHARLES CORP | SCHW | 49,110 | 780 | 1,779,000 | 140,000 | $36.22 |
| 06/30/2020 | SCHWAB CHARLES CORP | SCHW | 48,330 | 11,084 | 1,639,000 | 387,000 | $33.91 |
| 03/31/2020 | SCHWAB CHARLES CORP | SCHW | 37,246 | -7,679 | 1,252,000 | -885,000 | $33.61 |
| 12/31/2019 | SCHWAB CHARLES CORP | SCHW | 44,925 | 44,925 | 2,137,000 | 2,137,000 | $47.57 |
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