Charles Schwab Corporation shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 16k | 99.91 |
| 2025-09-30 | $1.6M | 16k | 95.47 |
| 2025-06-30 | $1.5M | 16k | 91.24 |
| 2025-03-31 | $1.3M | 16k | 78.28 |
| 2024-12-31 | $1.3M | 17k | 74.01 |
| 2024-09-30 | $968k | 15k | 64.81 |
| 2024-06-30 | $1.1M | 15k | 73.69 |
| 2024-03-31 | $1.1M | 15k | 72.34 |
| 2023-12-31 | $1.1M | 16k | 68.80 |
| 2023-09-30 | $886k | 16k | 54.90 |
| 2023-06-30 | $873k | 15k | 56.68 |
| 2023-03-31 | $804k | 15k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $875k | 12k | 71.86 |
| 2022-06-30 | $768k | 12k | 63.17 |
| 2022-03-31 | $1.0M | 12k | 84.34 |
| 2021-12-31 | $986k | 12k | 84.12 |
| 2021-06-30 | $803k | 11k | 72.79 |
| 2021-03-31 | $728k | 11k | 65.17 |
| 2020-09-30 | $323k | 9.6k | 33.73 |
| 2020-06-30 | $323k | 9.6k | 33.73 |
| 2020-03-31 | $1.3M | 25k | 52.22 |
| 2019-12-31 | $462k | 9.7k | 47.58 |
| 2019-09-30 | $452k | 11k | 41.86 |
| 2019-06-30 | $503k | 13k | 40.16 |
| 2019-03-31 | $636k | 15k | 42.76 |
| 2018-12-31 | $621k | 15k | 41.52 |
| 2018-09-30 | $1.2M | 25k | 49.15 |
| 2018-06-30 | $1.3M | 25k | 51.10 |
| 2018-03-31 | $1.3M | 25k | 52.22 |