Charles Schwab Corporation shares owned by Financial Consulate
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 95.47 |
| 2023-03-31 | $633k | 12k | 52.38 |
| 2022-12-31 | $991k | 12k | 83.26 |
| 2022-09-30 | $898k | 13k | 71.86 |
| 2022-03-31 | $261k | 3.1k | 84.19 |
| 2021-12-31 | $261k | 3.1k | 84.19 |
| 2021-09-30 | $226k | 3.1k | 72.76 |
| 2021-06-30 | $226k | 3.1k | 72.76 |
| 2021-03-31 | $202k | 3.1k | 65.04 |