Charles Schwab Corporation shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 107k | 95.47 |
| 2025-06-30 | $9.6M | 105k | 91.24 |
| 2025-03-31 | $7.6M | 97k | 78.28 |
| 2024-12-31 | $6.3M | 85k | 74.00 |
| 2024-09-30 | $5.2M | 80k | 64.81 |
| 2024-03-31 | $5.0M | 69k | 72.34 |
| 2023-12-31 | $4.7M | 68k | 68.80 |
| 2023-09-30 | $3.8M | 70k | 54.90 |
| 2023-06-30 | $9.0M | 139k | 64.92 |
| 2023-03-31 | $2.7M | 51k | 52.38 |
| 2022-12-31 | $2.1M | 25k | 83.26 |
More positions owned by Beverly Hills Private Wealth
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