Charles Schwab Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $315k | 3.3k | 93.98 |
| 2025-06-30 | $203k | 2.2k | 91.24 |
| 2024-06-30 | $415k | 5.6k | 73.69 |
| 2024-03-31 | $430k | 5.9k | 72.34 |
| 2023-09-30 | $368k | 6.7k | 54.90 |
| 2023-06-30 | $650k | 12k | 56.68 |
| 2023-03-31 | $2.4M | 46k | 52.38 |
| 2022-12-31 | $8.2M | 99k | 83.26 |
| 2022-09-30 | $6.8M | 95k | 71.87 |
| 2022-06-30 | $6.1M | 97k | 63.19 |
| 2022-03-31 | $7.5M | 89k | 84.31 |
| 2021-12-31 | $7.2M | 86k | 84.10 |
| 2021-09-30 | $5.7M | 79k | 72.80 |
| 2021-06-30 | $5.0M | 68k | 72.75 |
| 2021-03-31 | $4.3M | 67k | 65.18 |
| 2020-12-31 | $3.7M | 69k | 53.03 |
| 2020-09-30 | $2.4M | 68k | 36.23 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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