Charles Schwab Corporation shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.3k | 58 | 91.24 |
| 2024-12-31 | $4.3k | 58 | 74.02 |
| 2024-06-30 | $1.0k | 14 | 73.71 |
| 2024-03-31 | $20k | 274 | 72.34 |
| 2023-12-31 | $18k | 260 | 68.80 |
| 2023-09-30 | $15k | 260 | 59.15 |
| 2023-06-30 | $15k | 260 | 56.68 |
| 2023-03-31 | $14k | 260 | 52.38 |
| 2021-12-31 | $9.0k | 108 | 83.33 |