Charles Schwab Corporation shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Avondale Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $821k | 8.6k | 95.47 |
| 2025-06-30 | $785k | 8.6k | 91.24 |
| 2025-03-31 | $673k | 8.6k | 78.28 |
| 2024-12-31 | $637k | 8.6k | 74.01 |
| 2024-09-30 | $758k | 12k | 64.81 |
| 2024-06-30 | $730k | 9.9k | 73.69 |
| 2024-03-31 | $1.2M | 16k | 72.34 |
| 2023-12-31 | $1.1M | 16k | 68.80 |
| 2023-09-30 | $906k | 17k | 54.90 |
| 2023-06-30 | $992k | 18k | 56.68 |
| 2023-03-31 | $471k | 9.0k | 52.38 |
More positions owned by Avondale Wealth Management
View all positions for Avondale Wealth Management