Historical shareholding details of Circle Wealth Management, LLC holdings in Charles Schwab Corp. (SCHW)

Monthly changes of Circle Wealth Management, LLC shareholding in Charles Schwab Corp. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Circle Wealth Management, Llc	9,719	0.00%

Mar 31, 2025	Circle Wealth Management, Llc	7,391	0.00%

Dec 31, 2024	Circle Wealth Management, Llc	7,391	0.00%

Sep 30, 2024	Circle Wealth Management, Llc	7,293	0.00%

Jun 30, 2024	Circle Wealth Management, Llc	8,479	0.00%

Mar 31, 2024	Circle Wealth Management, Llc	9,319	0.00%

Dec 31, 2023	Circle Wealth Management, Llc	8,093	0.00%

Sep 30, 2023	Circle Wealth Management, Llc	7,429	0.00%

Jun 30, 2023	Circle Wealth Management, Llc	7,342	0.00%

Mar 31, 2023	Circle Wealth Management, Llc	7,236	0.00%