Charles Schwab Corporation shares owned by Centurion Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Centurion Wealth Management
from 13F filings
Historical chart of Centurion Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Centurion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $617k | 6.5k | 95.47 |
| 2025-06-30 | $575k | 6.3k | 91.25 |
| 2025-03-31 | $493k | 6.7k | 74.02 |
| 2024-12-31 | $493k | 6.7k | 74.02 |
| 2024-09-30 | $462k | 7.1k | 64.81 |
| 2024-03-31 | $446k | 6.2k | 72.34 |
| 2023-12-31 | $479k | 7.0k | 68.80 |
| 2023-09-30 | $350k | 6.4k | 54.90 |
| 2023-06-30 | $323k | 5.7k | 56.68 |
| 2023-03-31 | $287k | 5.5k | 52.38 |
| 2022-12-31 | $463k | 5.6k | 83.25 |
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