Charles Schwab Corporation shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 2.6k | 95.48 |
| 2025-06-30 | $238k | 2.6k | 91.25 |
| 2025-03-31 | $203k | 2.6k | 78.27 |
| 2024-03-31 | $432k | 6.0k | 72.34 |
| 2023-12-31 | $604k | 8.8k | 68.80 |
| 2023-09-30 | $493k | 9.0k | 54.90 |
| 2023-06-30 | $525k | 9.3k | 56.68 |
| 2023-03-31 | $459k | 8.8k | 52.38 |
More positions owned by Financial Advisory Service
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