Charles Schwab Corporation shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $644k | 6.7k | 95.47 |
| 2025-06-30 | $615k | 6.7k | 91.24 |
| 2025-03-31 | $521k | 6.7k | 78.28 |
| 2024-12-31 | $494k | 6.7k | 74.01 |
| 2024-09-30 | $429k | 6.6k | 64.81 |
| 2024-06-30 | $485k | 6.6k | 73.69 |
| 2024-03-31 | $476k | 6.6k | 72.34 |
| 2023-12-31 | $453k | 6.6k | 68.80 |
| 2023-09-30 | $360k | 6.6k | 54.90 |
| 2023-06-30 | $369k | 6.5k | 56.68 |
| 2022-12-31 | $355k | 4.3k | 83.26 |
| 2022-09-30 | $307k | 4.3k | 71.95 |
| 2022-06-30 | $270k | 4.3k | 63.28 |
| 2022-03-31 | $360k | 4.3k | 84.37 |
| 2021-12-31 | $359k | 4.3k | 84.13 |
| 2021-09-30 | $311k | 4.3k | 72.88 |
| 2021-06-30 | $305k | 4.2k | 72.71 |
| 2021-03-31 | $273k | 4.2k | 65.08 |
| 2020-12-31 | $101k | 1.9k | 53.30 |