Charles Schwab Corporation shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54k | 565 | 95.47 |
| 2025-06-30 | $52k | 565 | 91.24 |
| 2025-03-31 | $44k | 565 | 78.28 |
| 2024-12-31 | $42k | 565 | 74.01 |
| 2024-09-30 | $37k | 565 | 64.81 |
| 2024-06-30 | $42k | 565 | 73.69 |
| 2024-03-31 | $41k | 565 | 72.34 |
| 2023-12-31 | $39k | 565 | 68.80 |
| 2023-09-30 | $31k | 565 | 54.90 |
| 2023-06-30 | $32k | 565 | 56.68 |
| 2023-03-31 | $30k | 565 | 52.38 |
| 2022-12-31 | $30k | 365 | 82.19 |
| 2022-09-30 | $30k | 415 | 72.29 |
| 2022-06-30 | $26k | 415 | 62.65 |
| 2022-03-31 | $35k | 415 | 84.34 |
| 2021-12-31 | $35k | 415 | 84.34 |
| 2021-09-30 | $30k | 415 | 72.29 |
| 2021-06-30 | $30k | 415 | 72.29 |
| 2021-03-31 | $34k | 515 | 66.02 |
| 2020-12-31 | $15k | 275 | 54.55 |
| 2020-09-30 | $10k | 275 | 36.36 |
| 2020-06-30 | $9.0k | 275 | 32.73 |
| 2020-03-31 | $5.0k | 150 | 33.33 |
| 2019-12-31 | $7.0k | 150 | 46.67 |