Charles Schwab Corporation shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 95.47 |
| 2025-06-30 | $1.5M | 17k | 91.24 |
| 2025-03-31 | $997k | 13k | 78.28 |
| 2024-12-31 | $1.7M | 23k | 74.01 |
| 2024-09-30 | $1.5M | 23k | 64.81 |
| 2024-06-30 | $1.3M | 20k | 65.19 |
| 2024-03-31 | $1.4M | 20k | 68.80 |
| 2023-12-31 | $1.4M | 20k | 68.80 |
| 2023-09-30 | $1.1M | 20k | 54.91 |
| 2023-06-30 | $1.1M | 20k | 56.68 |
| 2023-03-31 | $206k | 3.9k | 52.38 |
| 2022-12-31 | $327k | 3.9k | 83.20 |
| 2022-09-30 | $249k | 3.5k | 71.56 |
| 2022-06-30 | $185k | 2.9k | 63.53 |
| 2022-03-31 | $140k | 1.7k | 82.90 |
| 2021-12-31 | $97k | 1.2k | 82.42 |
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