Charles Schwab Corporation shares owned by CVA Family Office
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by CVA Family Office
from 13F filings
Historical chart of CVA Family Office investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by CVA Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $772k | 7.7k | 99.91 |
| 2025-09-30 | $742k | 7.8k | 95.47 |
| 2025-06-30 | $709k | 7.8k | 91.24 |
| 2025-03-31 | $592k | 7.6k | 78.28 |
| 2024-12-31 | $543k | 7.3k | 74.01 |
| 2024-09-30 | $39k | 596 | 64.86 |
| 2024-06-30 | $46k | 620 | 73.66 |
| 2024-03-31 | $42k | 577 | 72.36 |
| 2023-12-31 | $42k | 610 | 68.75 |
| 2023-06-30 | $32k | 563 | 56.69 |
| 2023-03-31 | $38k | 727 | 52.40 |
| 2022-12-31 | $53k | 638 | 83.23 |
| 2022-09-30 | $36k | 503 | 71.57 |
| 2022-06-30 | $32k | 503 | 63.62 |
| 2022-03-31 | $42k | 502 | 83.67 |
| 2021-12-31 | $42k | 502 | 83.67 |
| 2021-09-30 | $17k | 464 | 36.64 |
| 2021-06-30 | $63k | 870 | 72.41 |
| 2021-03-31 | $110k | 1.7k | 65.09 |
| 2020-12-31 | $25k | 464 | 53.88 |
| 2020-09-30 | $17k | 464 | 36.64 |
| 2020-06-30 | $16k | 463 | 34.56 |
| 2020-03-31 | $16k | 462 | 34.63 |