Charles Schwab Corporation shares owned by Cedar Mountain Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cedar Mountain Advisors
from 13F filings
Historical chart of Cedar Mountain Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cedar Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 425 | 95.48 |
| 2025-06-30 | $36k | 397 | 91.34 |
| 2025-03-31 | $31k | 397 | 78.23 |
| 2024-12-31 | $29k | 396 | 74.01 |
| 2024-09-30 | $26k | 395 | 64.86 |
| 2024-06-30 | $29k | 394 | 73.78 |
| 2024-03-31 | $29k | 394 | 72.29 |
| 2023-12-31 | $27k | 393 | 68.78 |
| 2023-09-30 | $22k | 392 | 54.89 |
| 2023-06-30 | $22k | 391 | 56.68 |
| 2023-03-31 | $9.2k | 175 | 52.38 |