Charles Schwab Corporation shares owned by Financial Enhancement
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Enhancement
from 13F filings
Historical chart of Financial Enhancement investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Financial Enhancement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 14k | 101.79 |
| 2024-09-30 | $3.3M | 66k | 50.09 |
| 2023-06-30 | $4.3M | 66k | 65.34 |
| 2023-03-31 | $3.3M | 66k | 50.09 |
| 2022-12-31 | $4.8M | 60k | 80.61 |
| 2022-09-30 | $315k | 4.4k | 71.80 |
| 2022-06-30 | $270k | 4.3k | 63.22 |
| 2022-03-31 | $294k | 3.5k | 84.22 |
| 2021-12-31 | $295k | 3.5k | 84.02 |
| 2021-09-30 | $226k | 3.1k | 72.74 |
| 2021-06-30 | $216k | 3.0k | 72.73 |
| 2021-03-31 | $181k | 2.8k | 65.13 |
| 2020-12-31 | $155k | 2.9k | 52.92 |
| 2020-09-30 | $106k | 2.9k | 36.20 |
| 2020-06-30 | $96k | 2.8k | 33.90 |
| 2020-03-31 | $95k | 2.8k | 33.55 |
| 2019-12-31 | $113k | 2.4k | 47.52 |
| 2019-09-30 | $94k | 2.3k | 41.72 |
| 2019-06-30 | $89k | 2.2k | 40.20 |
| 2019-03-31 | $90k | 2.1k | 42.78 |
| 2018-12-31 | $240k | 4.9k | 49.12 |
| 2018-09-30 | $240k | 4.9k | 49.12 |
| 2018-06-30 | $250k | 4.9k | 51.17 |
| 2018-03-31 | $240k | 4.6k | 52.19 |
| 2017-12-31 | $243k | 4.7k | 51.34 |