Charles Schwab Corporation shares owned by Evelyn Partners Investment Management Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evelyn Partners Investment Management Services
from 13F filings
Historical chart of Evelyn Partners Investment Management Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Evelyn Partners Investment Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151k | 1.6k | 95.47 |
| 2025-06-30 | $144k | 1.6k | 91.24 |
| 2025-03-31 | $124k | 1.3k | 97.60 |
More positions owned by Evelyn Partners Investment Management Services
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