Charles Schwab Corporation shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood Wealth Management investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $25k | 247 | 99.91 |
| 2025-09-30 | $12k | 124 | 95.47 |
| 2025-06-30 | $11k | 119 | 91.95 |
| 2025-03-31 | $7.4k | 94 | 78.28 |
| 2024-09-30 | $0 | 0 | 0.00 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-12-31 | $0 | 0 | 0.00 |