Charles Schwab Corporation shares owned by Cardiff Park Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cardiff Park Advisors
from 13F filings
Historical chart of Cardiff Park Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cardiff Park Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $231k | 2.3k | 99.93 |
| 2025-09-30 | $221k | 2.3k | 95.48 |
| 2025-06-30 | $211k | 2.3k | 91.24 |
| 2022-09-30 | $336k | 4.7k | 71.84 |
| 2022-06-30 | $297k | 4.7k | 63.16 |
| 2022-03-31 | $394k | 4.7k | 84.39 |
| 2021-12-31 | $391k | 4.6k | 84.19 |