Charles Schwab Corporation shares owned by Financial Life Planners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Financial Life Planners
from 13F filings
Historical chart of Financial Life Planners investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Financial Life Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Financial Life Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 621 | 95.46 |
| 2024-12-31 | $46k | 615 | 74.03 |