Charles Schwab Corporation shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $99k | 1.0k | 95.47 |
| 2025-06-30 | $70k | 770 | 91.24 |
| 2025-03-31 | $1.6k | 20 | 78.30 |
| 2024-12-31 | $1.5k | 20 | 74.05 |
| 2024-09-30 | $7.6k | 118 | 64.81 |
| 2024-06-30 | $8.7k | 118 | 73.69 |
| 2024-03-31 | $8.5k | 118 | 72.35 |
| 2023-12-31 | $8.1k | 118 | 68.81 |
| 2023-09-30 | $6.5k | 118 | 54.91 |
| 2023-06-30 | $6.7k | 118 | 56.69 |
| 2022-06-30 | $999 | 17 | 58.82 |
| 2022-03-31 | $999 | 17 | 58.82 |
| 2021-12-31 | $999 | 17 | 58.82 |
| 2021-03-31 | $5.0k | 81 | 61.73 |
| 2020-12-31 | $4.0k | 81 | 49.38 |
More positions owned by Center for Financial Planning
View all positions for Center for Financial Planning