Charles Schwab Corporation shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 4.2k | 95.47 |
| 2025-06-30 | $390k | 4.3k | 91.24 |
| 2025-03-31 | $335k | 4.3k | 78.28 |
| 2024-12-31 | $327k | 4.4k | 74.01 |
| 2024-09-30 | $288k | 4.4k | 64.81 |
| 2024-06-30 | $335k | 4.5k | 73.69 |
| 2024-03-31 | $344k | 4.8k | 72.34 |
| 2021-12-31 | $12k | 141 | 85.11 |
| 2021-09-30 | $10k | 141 | 70.92 |
| 2021-06-30 | $9.0k | 126 | 71.43 |
| 2021-03-31 | $8.0k | 126 | 63.49 |
| 2020-12-31 | $7.0k | 126 | 55.56 |