Charles Schwab Corporation shares owned by Biltmore Family Office
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Biltmore Family Office
from 13F filings
Historical chart of Biltmore Family Office investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Biltmore Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 3.9k | 95.47 |
| 2025-06-30 | $356k | 3.9k | 91.24 |
| 2025-03-31 | $302k | 3.9k | 78.28 |
| 2024-12-31 | $285k | 3.8k | 74.01 |
| 2024-09-30 | $338k | 5.2k | 64.81 |
| 2024-06-30 | $202k | 2.7k | 73.69 |
| 2023-03-31 | $363k | 6.9k | 52.38 |
| 2022-12-31 | $455k | 5.5k | 83.26 |