Charles Schwab Corporation shares owned by Ethos Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Ethos Financial Group
from 13F filings
Historical chart of Ethos Financial Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Ethos Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $846k | 8.5k | 99.91 |
| 2025-09-30 | $754k | 7.9k | 95.47 |
| 2025-06-30 | $765k | 8.4k | 91.24 |
| 2024-12-31 | $179k | 2.4k | 74.01 |
| 2024-06-30 | $204k | 2.8k | 73.78 |
| 2024-03-31 | $325k | 4.5k | 72.51 |
| 2023-12-31 | $344k | 5.0k | 69.02 |