Charles Schwab Corporation shares owned by Financial Connections Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Connections Group
from 13F filings
Historical chart of Financial Connections Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Financial Connections Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Financial Connections Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 271 | 92.25 |
| 2025-06-30 | $115k | 1.3k | 90.48 |
| 2025-03-31 | $21k | 271 | 77.49 |
| 2024-12-31 | $20k | 271 | 73.80 |
| 2024-09-30 | $17k | 271 | 62.73 |
| 2024-06-30 | $19k | 271 | 70.11 |
| 2023-12-31 | $18k | 271 | 66.42 |
| 2023-06-30 | $25k | 447 | 55.93 |
| 2023-03-31 | $40k | 782 | 51.15 |
| 2022-12-31 | $65k | 782 | 83.12 |
| 2022-09-30 | $32k | 447 | 71.59 |
| 2022-06-30 | $28k | 447 | 62.64 |
| 2022-03-31 | $37k | 447 | 82.77 |
| 2021-12-31 | $37k | 447 | 82.77 |
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