Charles Schwab Corporation shares owned by Conscious Wealth Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Conscious Wealth Investments
from 13F filings
Historical chart of Conscious Wealth Investments investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Conscious Wealth Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Conscious Wealth Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 44k | 94.52 |
| 2025-06-30 | $4.4M | 45k | 97.91 |
| 2025-03-31 | $3.8M | 45k | 84.47 |
| 2024-12-31 | $3.4M | 44k | 76.40 |
| 2024-09-30 | $3.2M | 44k | 71.70 |
| 2024-06-30 | $2.8M | 44k | 65.14 |
| 2024-03-31 | $3.2M | 44k | 73.05 |
More positions owned by Conscious Wealth Investments
Home Depot (HD)
AutoNation (AN)
View all positions for Conscious Wealth Investments