Charles Schwab Corporation shares owned by B.O.S.S. Retirement Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by B.O.S.S. Retirement Advisors
from 13F filings
Historical chart of B.O.S.S. Retirement Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by B.O.S.S. Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 2.5k | 95.47 |
| 2025-06-30 | $250k | 2.7k | 91.25 |
| 2025-03-31 | $299k | 3.8k | 78.29 |
| 2024-12-31 | $356k | 4.8k | 74.01 |
| 2023-12-31 | $315k | 4.6k | 68.80 |
| 2023-09-30 | $273k | 5.0k | 54.91 |
| 2023-06-30 | $281k | 5.0k | 56.68 |
More positions owned by B.O.S.S. Retirement Advisors
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