Charles Schwab Corporation shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 6.5k | 95.47 |
| 2025-06-30 | $390k | 4.3k | 91.24 |
| 2025-03-31 | $338k | 4.3k | 78.28 |
| 2024-12-31 | $320k | 4.3k | 74.01 |
| 2024-09-30 | $280k | 4.3k | 64.81 |
| 2024-06-30 | $349k | 4.7k | 73.69 |
| 2024-03-31 | $295k | 4.1k | 72.34 |