Charles Schwab Corporation shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 3.3k | 95.46 |
| 2025-06-30 | $301k | 3.3k | 91.23 |
| 2025-03-31 | $307k | 3.9k | 78.29 |
| 2024-12-31 | $327k | 4.4k | 74.01 |
| 2024-09-30 | $287k | 4.4k | 64.81 |
| 2024-06-30 | $326k | 4.4k | 73.68 |
| 2024-03-31 | $320k | 4.4k | 72.35 |
| 2023-12-31 | $304k | 4.4k | 68.80 |
| 2023-09-30 | $243k | 4.4k | 54.90 |
| 2023-06-30 | $251k | 4.4k | 56.67 |
| 2023-03-31 | $245k | 4.7k | 52.38 |
| 2022-12-31 | $390k | 4.7k | 83.26 |
| 2022-09-30 | $336k | 4.7k | 71.78 |
| 2022-06-30 | $300k | 4.7k | 63.21 |
| 2022-03-31 | $400k | 4.7k | 84.30 |
| 2021-12-31 | $399k | 4.7k | 84.09 |
| 2021-09-30 | $346k | 4.7k | 72.92 |
| 2021-06-30 | $345k | 4.7k | 72.71 |
| 2021-03-31 | $309k | 4.7k | 65.12 |
| 2020-12-31 | $242k | 4.6k | 53.13 |
| 2019-12-31 | $233k | 4.9k | 47.64 |