Charles Schwab Corporation shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 5.6k | 93.39 |
| 2025-06-30 | $515k | 5.5k | 93.04 |
| 2025-03-31 | $267k | 3.5k | 76.96 |
| 2024-12-31 | $250k | 3.4k | 72.77 |
| 2024-09-30 | $246k | 3.4k | 71.96 |
| 2024-06-30 | $245k | 3.3k | 75.07 |
| 2024-03-31 | $227k | 3.1k | 73.42 |
| 2023-12-31 | $284k | 4.3k | 65.26 |
| 2023-09-30 | $243k | 4.5k | 53.69 |
| 2023-06-30 | $251k | 4.3k | 58.52 |
| 2022-12-31 | $100k | 1.2k | 85.62 |
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