Charles Schwab Corporation shares owned by Colton Groome Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Colton Groome Financial Advisors
from 13F filings
Historical chart of Colton Groome Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Colton Groome Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $952k | 10k | 95.47 |
| 2025-06-30 | $888k | 9.7k | 91.24 |
| 2024-12-31 | $676k | 9.1k | 74.01 |
| 2024-09-30 | $663k | 10k | 64.81 |
| 2024-06-30 | $760k | 10k | 73.69 |
| 2022-12-31 | $329k | 4.0k | 83.27 |
| 2022-09-30 | $209k | 2.9k | 71.85 |
More positions owned by Colton Groome Financial Advisors
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