Charles Schwab Corporation shares owned by CRA Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CRA Financial Services
from 13F filings
Historical chart of CRA Financial Services investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by CRA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by CRA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 2.9k | 95.47 |
| 2025-06-30 | $264k | 2.9k | 91.24 |
| 2025-03-31 | $237k | 3.0k | 78.28 |
| 2024-12-31 | $254k | 3.4k | 74.01 |
| 2024-09-30 | $224k | 3.5k | 64.81 |
| 2024-06-30 | $241k | 3.3k | 73.69 |
| 2024-03-31 | $261k | 3.6k | 72.34 |
| 2023-12-31 | $248k | 3.6k | 68.80 |