Charles Schwab Corporation shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $597k | 6.3k | 95.46 |
| 2025-06-30 | $495k | 5.4k | 91.24 |
| 2025-03-31 | $406k | 5.2k | 78.28 |
| 2024-12-31 | $474k | 6.4k | 74.01 |
| 2024-09-30 | $379k | 5.8k | 64.81 |
| 2024-06-30 | $332k | 4.5k | 73.69 |
| 2024-03-31 | $326k | 4.5k | 72.34 |
| 2023-12-31 | $324k | 4.7k | 68.79 |
| 2023-09-30 | $233k | 4.3k | 54.91 |
| 2023-06-30 | $286k | 5.0k | 56.68 |
| 2023-03-31 | $254k | 4.9k | 52.38 |
| 2022-12-31 | $531k | 6.4k | 83.27 |
| 2022-09-30 | $479k | 6.7k | 71.81 |
| 2022-06-30 | $432k | 6.8k | 63.23 |
| 2022-03-31 | $552k | 6.5k | 84.37 |
| 2021-12-31 | $533k | 6.3k | 84.06 |
| 2021-09-30 | $444k | 6.1k | 72.79 |
| 2021-06-30 | $377k | 5.2k | 72.86 |
| 2021-03-31 | $277k | 4.2k | 65.27 |