Charles Schwab Corporation shares owned by First Affirmative Financial Network
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First Affirmative Financial Network
from 13F filings
Historical chart of First Affirmative Financial Network investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by First Affirmative Financial Network consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by First Affirmative Financial Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 2.6k | 95.48 |
| 2025-06-30 | $240k | 2.6k | 91.23 |
| 2025-03-31 | $209k | 2.7k | 78.28 |
| 2024-12-31 | $230k | 3.1k | 74.01 |
| 2024-09-30 | $209k | 3.2k | 64.82 |
| 2024-06-30 | $252k | 3.4k | 73.70 |
| 2024-03-31 | $253k | 3.5k | 72.33 |
| 2023-12-31 | $251k | 3.6k | 68.80 |
| 2022-12-31 | $203k | 2.4k | 83.25 |
| 2022-09-30 | $235k | 3.3k | 71.82 |
| 2022-06-30 | $267k | 4.2k | 63.18 |
| 2022-03-31 | $386k | 4.6k | 84.24 |
| 2021-12-31 | $363k | 4.3k | 84.14 |
| 2021-09-30 | $288k | 4.0k | 72.89 |
More positions owned by First Affirmative Financial Network
View all positions for First Affirmative Financial Network