Charles Schwab Corporation shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $219k | 2.3k | 93.98 |
| 2024-06-30 | $269k | 3.6k | 73.69 |
| 2024-03-31 | $336k | 4.6k | 72.34 |
| 2023-12-31 | $319k | 4.6k | 68.80 |
| 2023-09-30 | $398k | 7.3k | 54.90 |
| 2023-06-30 | $275k | 4.8k | 56.68 |
| 2023-03-31 | $260k | 5.0k | 52.38 |
| 2022-09-30 | $222k | 3.1k | 71.25 |
| 2021-09-30 | $383k | 5.3k | 72.86 |
| 2021-06-30 | $412k | 5.7k | 72.86 |
| 2021-03-31 | $314k | 4.8k | 65.16 |
| 2020-12-31 | $341k | 6.4k | 53.02 |