Charles Schwab Corporation shares owned by CBIZ Investment Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CBIZ Investment Advisory Services
from 13F filings
Historical chart of CBIZ Investment Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CBIZ Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49k | 508 | 95.41 |
| 2025-06-30 | $45k | 491 | 91.18 |
| 2025-03-31 | $30k | 386 | 78.21 |
| 2024-12-31 | $14k | 195 | 73.88 |
| 2024-09-30 | $11k | 170 | 65.06 |
| 2024-06-30 | $13k | 171 | 73.55 |
| 2024-03-31 | $12k | 171 | 72.20 |
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