Charles Schwab Corporation shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 24k | 93.15 |
| 2025-06-30 | $1.8M | 18k | 98.69 |
| 2025-03-31 | $817k | 10k | 81.26 |
| 2024-12-31 | $3.0M | 41k | 72.77 |
| 2024-09-30 | $3.0M | 42k | 70.91 |
| 2024-06-30 | $2.1M | 28k | 74.53 |
| 2024-03-31 | $15M | 203k | 72.37 |
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