Charles Schwab Corporation shares owned by Aviso Financial
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Aviso Financial
from 13F filings
Historical chart of Aviso Financial investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Aviso Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $503k | 5.3k | 95.47 |
| 2025-06-30 | $526k | 5.8k | 91.24 |
| 2025-03-31 | $428k | 5.5k | 78.28 |
| 2024-12-31 | $311k | 4.2k | 74.01 |
| 2024-09-30 | $281k | 4.3k | 64.81 |
| 2024-06-30 | $330k | 4.5k | 73.68 |