Charles Schwab Corporation shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40k | 422 | 95.57 |
| 2025-06-30 | $29k | 319 | 91.10 |
| 2025-03-31 | $23k | 292 | 78.28 |
| 2024-12-31 | $22k | 292 | 74.01 |
| 2024-09-30 | $19k | 292 | 64.81 |
| 2024-06-30 | $22k | 292 | 73.69 |
| 2024-03-31 | $21k | 292 | 72.34 |
| 2023-12-31 | $23k | 335 | 68.80 |
| 2023-09-30 | $15k | 277 | 54.90 |
| 2023-06-30 | $16k | 277 | 56.68 |
| 2023-03-31 | $15k | 277 | 52.38 |
| 2022-03-31 | $8.0k | 99 | 80.81 |
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