Charles Schwab Corporation shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 44k | 95.47 |
| 2025-06-30 | $4.0M | 44k | 91.24 |
| 2025-03-31 | $3.4M | 43k | 78.28 |
| 2024-12-31 | $3.1M | 42k | 74.01 |
| 2024-09-30 | $2.6M | 41k | 64.81 |
| 2024-06-30 | $3.0M | 39k | 76.08 |
| 2024-03-31 | $2.6M | 36k | 72.34 |
| 2023-12-31 | $2.2M | 32k | 69.10 |
| 2023-09-30 | $1.8M | 32k | 54.90 |
| 2023-06-30 | $1.8M | 30k | 57.72 |
| 2023-03-31 | $1.5M | 29k | 52.38 |
| 2022-12-31 | $2.3M | 29k | 78.05 |
| 2022-09-30 | $2.1M | 30k | 71.87 |
| 2022-06-30 | $1.9M | 30k | 63.91 |
| 2022-03-31 | $2.3M | 30k | 76.92 |
| 2021-12-31 | $2.7M | 30k | 89.18 |
| 2021-09-30 | $2.4M | 30k | 80.91 |
| 2021-06-30 | $2.2M | 30k | 74.52 |
| 2021-03-31 | $2.2M | 30k | 72.17 |
| 2020-12-31 | $1.8M | 31k | 59.22 |
| 2020-09-30 | $1.2M | 30k | 39.12 |
| 2020-06-30 | $934k | 28k | 33.44 |
| 2020-03-31 | $926k | 27k | 34.39 |
| 2019-12-31 | $1.1M | 24k | 47.12 |
| 2019-09-30 | $773k | 21k | 37.26 |
| 2019-06-30 | $755k | 18k | 41.28 |
| 2018-12-31 | $254k | 5.2k | 49.20 |
| 2018-09-30 | $254k | 5.2k | 49.20 |
| 2018-06-30 | $210k | 4.1k | 51.00 |
| 2018-03-31 | $217k | 4.1k | 52.31 |
| 2017-12-31 | $213k | 4.1k | 51.35 |