Charles Schwab Corporation shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 65k | 95.47 |
| 2025-06-30 | $5.3M | 58k | 91.24 |
| 2025-03-31 | $4.5M | 57k | 78.28 |
| 2024-12-31 | $878k | 12k | 74.01 |
| 2024-09-30 | $698k | 11k | 64.81 |
| 2024-06-30 | $658k | 8.9k | 73.69 |
| 2024-03-31 | $469k | 6.5k | 72.34 |
| 2023-12-31 | $441k | 6.4k | 68.79 |
| 2023-09-30 | $348k | 6.3k | 54.90 |
| 2023-06-30 | $442k | 7.8k | 56.68 |
| 2023-03-31 | $438k | 8.4k | 52.38 |
| 2022-12-31 | $635k | 7.6k | 83.25 |
| 2022-09-30 | $541k | 7.5k | 71.87 |
| 2022-06-30 | $463k | 7.3k | 63.22 |
| 2022-03-31 | $773k | 9.2k | 84.27 |
| 2021-12-31 | $889k | 11k | 84.12 |
| 2021-09-30 | $786k | 11k | 72.77 |
| 2021-06-30 | $825k | 11k | 72.78 |
| 2021-03-31 | $529k | 8.1k | 65.16 |
| 2020-12-31 | $454k | 8.6k | 53.01 |
| 2020-09-30 | $210k | 5.3k | 39.30 |
| 2020-06-30 | $126k | 3.6k | 34.55 |
| 2020-03-31 | $57k | 1.7k | 33.63 |
| 2019-12-31 | $84k | 1.8k | 47.28 |