Charles Schwab Corporation shares owned by Cornerstone Advisory
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cornerstone Advisory
from 13F filings
Historical chart of Cornerstone Advisory investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cornerstone Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $289k | 3.0k | 95.45 |
| 2025-06-30 | $273k | 3.0k | 91.24 |
| 2025-03-31 | $248k | 3.0k | 82.84 |
| 2024-12-31 | $240k | 3.0k | 80.33 |
| 2024-03-31 | $505k | 7.0k | 72.34 |
| 2023-09-30 | $560k | 10k | 54.90 |
| 2023-06-30 | $1.5M | 27k | 56.68 |
| 2023-03-31 | $1.3M | 25k | 52.38 |
| 2021-12-31 | $1.6k | 27 | 58.82 |