Commonwealth Retirement Investments »

Charles Schwab Corporation shares owned by Commonwealth Retirement Investments

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Commonwealth Retirement Investments from 13F filings

Historical chart of Commonwealth Retirement Investments investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Commonwealth Retirement Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Commonwealth Retirement Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $539k 5.6k 95.47
2025-06-30 $571k 6.3k 91.24
2025-03-31 $2.7M 35k 78.28
2024-12-31 $2.4M 32k 74.01
2024-09-30 $1.8M 28k 64.81
2024-06-30 $1.9M 25k 73.69