Charles Schwab Corporation shares owned by Evelyn Partners Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evelyn Partners Asset Management
from 13F filings
Historical chart of Evelyn Partners Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Evelyn Partners Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 467 | 95.47 |
| 2025-06-30 | $33k | 364 | 91.24 |
More positions owned by Evelyn Partners Asset Management
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