Charles Schwab Corporation shares owned by Continuum Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Continuum Advisory 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 Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 95.47 |
| 2025-06-30 | $1.5M | 16k | 91.24 |
| 2025-03-31 | $1.8M | 23k | 78.28 |
| 2024-12-31 | $666k | 9.0k | 74.01 |
| 2024-09-30 | $686k | 8.6k | 80.19 |
| 2024-06-30 | $607k | 8.2k | 73.69 |
| 2024-03-31 | $595k | 7.9k | 75.44 |
| 2023-12-31 | $1.6M | 23k | 68.82 |
| 2023-09-30 | $1.3M | 24k | 54.90 |
| 2023-06-30 | $1.4M | 25k | 56.68 |
| 2023-03-31 | $1.1M | 21k | 52.38 |
| 2022-12-31 | $1.5M | 18k | 83.26 |
| 2022-09-30 | $1.3M | 17k | 71.86 |
| 2022-06-30 | $802k | 13k | 63.18 |
| 2022-03-31 | $273k | 4.1k | 66.39 |