Charles Schwab Corporation shares owned by Fi3 FINANCIAL ADVISORS
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fi3 FINANCIAL ADVISORS
from 13F filings
Historical chart of Fi3 FINANCIAL ADVISORS investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Fi3 FINANCIAL ADVISORS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 5.3k | 95.46 |
| 2025-06-30 | $487k | 5.3k | 91.23 |
| 2025-03-31 | $386k | 4.9k | 78.27 |
| 2024-12-31 | $332k | 4.5k | 74.00 |
| 2024-09-30 | $275k | 4.2k | 64.80 |
| 2024-03-31 | $223k | 2.9k | 76.03 |