Charles Schwab Corporation shares owned by Clear Investment Research
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clear Investment Research
from 13F filings
Historical chart of Clear Investment Research investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Clear Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 180 | 95.47 |
| 2025-06-30 | $16k | 180 | 91.24 |
| 2025-03-31 | $14k | 180 | 78.28 |
| 2024-12-31 | $13k | 180 | 74.01 |
| 2024-09-30 | $12k | 180 | 64.81 |
| 2024-06-30 | $13k | 180 | 73.69 |
| 2024-03-31 | $13k | 180 | 72.34 |
| 2023-12-31 | $12k | 180 | 68.80 |
| 2023-09-30 | $9.9k | 180 | 54.90 |
| 2023-06-30 | $10k | 180 | 56.68 |
| 2023-03-31 | $1.4k | 26 | 52.38 |
| 2022-12-31 | $2.0k | 26 | 76.92 |
| 2019-09-30 | $0 | 10 | 0.00 |
| 2019-06-30 | $0 | 10 | 0.00 |
| 2019-03-31 | $0 | 10 | 0.00 |
| 2018-12-31 | $0 | 10 | 0.00 |
| 2018-09-30 | $0 | 10 | 0.00 |