Charles Schwab Corporation shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8k | 29 | 95.48 |
| 2025-06-30 | $2.6k | 29 | 91.24 |
| 2024-09-30 | $130 | 2 | 65.00 |
| 2024-03-31 | $16k | 217 | 72.34 |
| 2023-12-31 | $15k | 217 | 68.80 |