Charles Schwab Corporation shares owned by Affinity Investment Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Affinity Investment Advisors
from 13F filings
Historical chart of Affinity Investment Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Affinity Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 2.4k | 95.47 |
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