Charles Schwab Corporation shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $955k | 10k | 95.47 |
| 2025-06-30 | $912k | 10k | 91.24 |
| 2025-03-31 | $783k | 10k | 78.28 |
| 2024-12-31 | $740k | 10k | 74.01 |
| 2024-09-30 | $648k | 10k | 64.81 |
| 2024-06-30 | $737k | 10k | 73.69 |
| 2024-03-31 | $723k | 10k | 72.34 |