Charles Schwab Corporation shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Arbor Trust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Arbor Trust Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 95.47 |
| 2025-06-30 | $1.1M | 12k | 91.24 |
| 2025-03-31 | $889k | 11k | 78.28 |
| 2024-12-31 | $734k | 9.9k | 74.01 |
| 2024-09-30 | $1.0M | 14k | 73.69 |
| 2024-06-30 | $1.0M | 14k | 73.69 |
| 2024-03-31 | $988k | 14k | 71.10 |
| 2023-12-31 | $963k | 14k | 68.80 |
| 2023-09-30 | $714k | 13k | 54.90 |
| 2023-06-30 | $765k | 14k | 56.68 |
| 2023-03-31 | $603k | 12k | 52.38 |
| 2022-12-31 | $1.0M | 12k | 83.26 |
| 2022-09-30 | $859k | 12k | 71.97 |
| 2022-06-30 | $771k | 12k | 63.15 |
| 2022-03-31 | $976k | 12k | 84.34 |
| 2021-12-31 | $1.0M | 12k | 84.10 |
| 2021-09-30 | $905k | 12k | 72.84 |
| 2021-06-30 | $945k | 13k | 72.79 |
| 2021-03-31 | $871k | 13k | 65.59 |
| 2020-12-31 | $714k | 14k | 53.05 |
| 2020-09-30 | $465k | 13k | 36.21 |
| 2020-06-30 | $539k | 16k | 33.76 |
| 2020-03-31 | $516k | 15k | 33.59 |
| 2019-12-31 | $821k | 17k | 47.56 |
More positions owned by Arbor Trust Wealth Advisors
View all positions for Arbor Trust Wealth Advisors