Charles Schwab Corporation shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629k | 6.6k | 95.47 |
| 2025-06-30 | $594k | 6.5k | 91.24 |
| 2025-03-31 | $493k | 6.3k | 78.28 |
| 2024-12-31 | $333k | 4.5k | 74.01 |
| 2024-09-30 | $292k | 4.5k | 64.81 |
| 2024-06-30 | $289k | 3.9k | 73.69 |
| 2024-03-31 | $268k | 3.7k | 72.34 |
| 2023-12-31 | $254k | 3.7k | 68.80 |
| 2023-06-30 | $208k | 3.7k | 56.68 |
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