Charles Schwab Corporation shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115k | 1.2k | 95.47 |
| 2025-06-30 | $119k | 1.3k | 91.24 |
| 2025-03-31 | $121k | 1.6k | 78.28 |
| 2024-09-30 | $99k | 1.5k | 64.50 |
| 2024-06-30 | $113k | 1.5k | 73.71 |
| 2024-03-31 | $146k | 2.0k | 72.31 |