Charles Schwab Corporation shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 4.6k | 95.42 |
| 2025-06-30 | $407k | 4.5k | 91.30 |
| 2025-03-31 | $542k | 6.9k | 78.22 |
| 2024-12-31 | $414k | 5.6k | 74.07 |
| 2024-09-30 | $321k | 4.9k | 64.86 |
| 2023-12-31 | $337k | 4.9k | 68.80 |
| 2023-09-30 | $224k | 4.1k | 54.90 |
| 2023-06-30 | $929k | 16k | 56.66 |
| 2022-12-31 | $345M | 4.1k | 83257.32 |
| 2022-09-30 | $398k | 5.5k | 71.92 |
| 2022-06-30 | $1.1M | 29k | 39.08 |
| 2022-03-31 | $289k | 3.4k | 84.35 |