Charles Schwab Corporation shares owned by EPG Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 27k | 95.47 |
| 2025-06-30 | $2.4M | 26k | 91.24 |
| 2025-03-31 | $2.0M | 26k | 78.21 |
| 2024-12-31 | $1.8M | 24k | 74.05 |
| 2024-09-30 | $1.7M | 26k | 64.81 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $1.8M | 25k | 72.34 |
| 2023-12-31 | $1.6M | 25k | 62.71 |
| 2023-09-30 | $1.3M | 23k | 54.90 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2020-03-31 | $9.0k | 264 | 34.09 |
| 2019-12-31 | $7.0k | 138 | 50.72 |