Charles Schwab Corporation shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 4.3k | 95.47 |
| 2025-06-30 | $399k | 4.4k | 91.24 |
| 2025-03-31 | $338k | 4.3k | 78.29 |
| 2024-12-31 | $300k | 4.1k | 74.01 |
| 2024-09-30 | $397k | 6.1k | 64.81 |
| 2024-06-30 | $619k | 8.4k | 73.69 |
| 2024-03-31 | $539k | 7.4k | 72.34 |
| 2023-12-31 | $1.9M | 28k | 68.80 |
| 2023-09-30 | $1.5M | 27k | 54.90 |
| 2023-06-30 | $1.1M | 19k | 56.68 |
| 2023-03-31 | $0 | 16k | 0.00 |
| 2020-03-31 | $279k | 8.4k | 33.40 |
| 2017-03-31 | $87k | 2.2k | 39.48 |
| 2016-09-30 | $232k | 7.3k | 31.85 |
| 2016-06-30 | $407 | 16k | 0.03 |
| 2015-12-31 | $392k | 24k | 16.48 |