Charles Schwab Corporation shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $942k | 9.9k | 95.47 |
| 2025-06-30 | $1.0M | 11k | 91.24 |
| 2025-03-31 | $834k | 11k | 78.28 |
| 2024-12-31 | $601k | 8.1k | 74.01 |
| 2024-09-30 | $843k | 13k | 64.81 |
| 2024-06-30 | $982k | 13k | 73.69 |
| 2024-03-31 | $1.3M | 19k | 72.34 |
| 2023-12-31 | $1.3M | 19k | 68.80 |
| 2023-09-30 | $862k | 16k | 54.90 |
| 2023-06-30 | $574k | 10k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-09-30 | $1.3M | 17k | 71.86 |