Charles Schwab Corporation shares owned by Enzi Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Enzi Wealth
from 13F filings
Historical chart of Enzi Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Enzi Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 5.0k | 93.41 |
| 2025-06-30 | $460k | 5.0k | 91.97 |
| 2025-03-31 | $397k | 5.0k | 79.38 |
| 2024-12-31 | $406k | 5.0k | 80.60 |
| 2024-09-30 | $339k | 5.0k | 67.82 |
| 2024-06-30 | $366k | 5.0k | 73.20 |
| 2024-03-31 | $370k | 5.2k | 71.23 |
| 2023-12-31 | $326k | 5.2k | 62.71 |
| 2023-09-30 | $267k | 5.2k | 51.33 |
| 2023-06-30 | $311k | 5.2k | 59.93 |
| 2023-03-31 | $274k | 5.2k | 52.77 |