Charles Schwab Corporation shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $585k | 6.1k | 95.47 |
| 2025-06-30 | $459k | 5.0k | 91.24 |
| 2025-03-31 | $316k | 4.0k | 78.28 |
| 2024-12-31 | $309k | 4.2k | 74.01 |
| 2024-09-30 | $272k | 4.2k | 64.81 |
| 2024-06-30 | $319k | 4.3k | 74.15 |
| 2023-06-30 | $93k | 1.6k | 56.68 |
| 2022-12-31 | $16k | 188 | 83.26 |