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Charles Schwab Corporation shares owned by ARS Wealth Advisors Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by ARS Wealth Advisors Group from 13F filings

Historical chart of ARS Wealth Advisors Group investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by ARS Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by ARS Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 2.8k 95.46
2025-06-30 $243k 2.7k 91.23
2025-03-31 $209k 2.7k 78.28
2024-12-31 $203k 2.7k 74.01