Charles Schwab Corporation shares owned by Claro Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 2.7k | 95.47 |
| 2025-06-30 | $251k | 2.8k | 91.23 |
| 2025-03-31 | $381k | 4.9k | 78.28 |
| 2024-12-31 | $326k | 4.4k | 74.01 |
| 2024-09-30 | $1.5M | 5.5k | 273.70 |
| 2024-06-30 | $381k | 5.2k | 73.69 |
| 2024-03-31 | $387k | 5.3k | 72.34 |
| 2023-06-30 | $235k | 4.1k | 56.68 |
| 2022-12-31 | $805k | 9.7k | 83.26 |
| 2022-09-30 | $478k | 7.6k | 63.13 |
| 2022-06-30 | $478k | 7.6k | 63.13 |
| 2022-03-31 | $397k | 4.7k | 84.11 |
| 2021-12-31 | $397k | 4.7k | 84.11 |
| 2021-09-30 | $332k | 4.6k | 72.79 |
| 2021-06-30 | $274k | 3.8k | 72.72 |
| 2021-03-31 | $261k | 4.0k | 65.10 |
| 2020-12-31 | $213k | 4.0k | 53.06 |
| 2018-12-31 | $151k | 3.1k | 49.14 |