Schwab Charles Corp New cmn shares owned by Hrt Financial
Quarter-by-quarter ownership of Schwab Charles Corp New cmn shares owned by Hrt Financial
from 13F filings
Historical chart of Hrt Financial investment in Schwab Charles Corp New cmn
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Quarterly reported holdings in Schwab Charles Corp New cmn by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 58k | 95.47 |
| 2025-06-30 | $839k | 9.2k | 91.20 |
| 2024-12-31 | $2.9M | 40k | 74.01 |
| 2024-09-30 | $751k | 12k | 64.74 |
| 2023-12-31 | $1.6M | 24k | 68.79 |
| 2023-06-30 | $357k | 6.3k | 56.67 |