Charles Schwab Corporation shares owned by Consultiva Wealth Management, Corp.
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Consultiva Wealth Management, Corp.
from 13F filings
Historical chart of Consultiva Wealth Management, Corp. investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Consultiva Wealth Management, Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 121 | 95.47 |
| 2025-06-30 | $11k | 121 | 91.24 |
| 2025-03-31 | $9.5k | 121 | 78.27 |
| 2024-12-31 | $9.0k | 121 | 74.01 |
More positions owned by Consultiva Wealth Management, Corp.
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