Charles Schwab Corporation shares owned by Asset Planning
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $128k | 1.3k | 95.50 |
| 2025-06-30 | $123k | 1.3k | 91.21 |
| 2025-03-31 | $105k | 1.3k | 78.25 |
| 2024-12-31 | $99k | 1.3k | 74.03 |