Charles Schwab Corporation shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 2.9k | 95.47 |
| 2025-06-30 | $262k | 2.9k | 91.23 |
| 2025-03-31 | $224k | 2.9k | 77.83 |
| 2024-12-31 | $236k | 2.9k | 82.08 |
| 2024-06-30 | $220k | 3.0k | 73.69 |
| 2024-03-31 | $214k | 3.0k | 72.34 |
| 2023-12-31 | $225k | 3.3k | 68.81 |
| 2021-12-31 | $1.0k | 15 | 66.67 |
More positions owned by Confluence Wealth Services
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